Suzan K. DelBene

Democrat — D–WA-1 · U.S. House · serving since 2012 · House Committee on Ways and Means · member ID D000617Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗

Disclosures: 834
Net flow · 12m: $264K to $4.3M
Distinct tickers: 62
Late filings: 23

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 · 1 date-anomaly rows excluded (impossible trade dates) · source: House Clerk + Senate eFD

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 · 611 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Suzan K. DelBene
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	B1WSP14	aalberts (B1WSP14)	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation	2015-11-17	—
BUY	B5NC0D0	MEYER BuRGER (B5NC0D0)	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2014-05-13	—
BUY	BIOA	BioAmber Inc. (BIoA)	Purchases $17K–$80K; sales $1K–$15K	3	1	$2.0K to $79.0K net accumulation≈	2016-06-09	—
BUY	CDA	lumenPulse Inc (CDa)	Purchases $2K–$30K; sales —	2	0	$2.0K to $30.0K net accumulation≈	2014-09-17	—
MIXED	PLTR	Palantir Technologies Inc. Class A (PlTR) [ST]	Purchases —; sales —	0	0	$0	2021-06-18	—
MIXED	MXWL	Maxwell Technologies, Inc. (MXWl)	Purchases $3K–$45K; sales $1K–$15K	3	1	−$12.0K to $44.0K≈	2016-06-09	—
MIXED	6320058	HYFluX lTD (6320058)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-09-22	—
MIXED	SZYM	Solazyme, Inc. (SZYM)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-11-06	—
MIXED	MYRG	MYR group, Inc. (MYRg)	Purchases $15K–$50K; sales $2K–$30K	1	2	−$15.0K to $48.0K≈	2016-05-13	—
SELL	3305779	Dialight (3305779)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-06-10	—
MIXED	RAVN	Raven Industries, Inc. (RAVN)	Purchases $17K–$80K; sales $15K–$50K	3	1	−$33.0K to $65.0K≈	2016-06-09	—
MIXED	BWA	BorgWarner Inc. (BWA)	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2016-06-09	—
MIXED	WTS	Watts Water Technologies, Inc. Class A (WTS)	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2016-06-09	—
MIXED	4824778	SGS SA-REG (4824778)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	5522714	PSI AG (5522714)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	6897143	Toray Ind Inc (6897143)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	ABB	aBB ltd (aBB)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2014-10-17	—
MIXED	B0T4J94	Wasion group (B0T4J94)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2015-04-15	—
MIXED	BN7Q3G8	ozner Water (BN7Q3g8)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2015-03-26	—
MIXED	CAFD	8point3 Energy Partners lP - Class A Shares (CAFD)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	CBI	Chicago Bridge & Iron Company N.V. (CBI)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2014-06-18	—
MIXED	CCC	Calgon Carbon Corporation (CCC)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-02-26	—
MIXED	CGNX	Cognex Corporation (CGNX)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	CSIQ	Canadian Solar Inc. - common shares (CSIQ)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2015-01-14	—
MIXED	EOG	EOg Resources, Inc. (EOg)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2014-12-01	—
MIXED	LKQ	lKQ Corporation (lKQ)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2015-03-06	—
MIXED	NES	Nuverra Environmental Solutions, Inc. (NES)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2014-10-10	—
MIXED	PEGI	Pattern Energy Group Inc. - Class A (PEGI)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	POT	Potash Corporation of Saskatchewan Inc. (PoT)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	SEDG	SolarEdge Technologies, Inc. (SEDG)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	SWN	Southwestern Energy Company (SWN)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2015-11-16	—
MIXED	SYT	Syngenta ag (SYT)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2014-10-17	—
MIXED	TRMB	Trimble Navigation limited (TRMB)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-06-09	—
MIXED	VMI	Valmont Industries, Inc. (VMI)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2014-05-22	—
MIXED	VSLR	Vivint Solar, Inc. (VSlR)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2015-07-20	—
MIXED	WMS	advanced Drainage Systems, Inc. (WMS)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-02-02	—
MIXED	ERII	Energy Recovery, Inc. (ERII)	Purchases $17K–$80K; sales $4K–$60K	3	4	−$43.0K to $76.0K≈	2015-03-09	—
MIXED	RELY	Real Industry, Inc. (RElY)	Purchases $5K–$75K; sales $15K–$50K	5	1	−$45.0K to $60.0K≈	2016-06-09	—
MIXED	B13WZ26	Zumtobel Group Ag (B13WZ26)	Purchases $15K–$50K; sales $4K–$60K	1	4	−$45.0K to $46.0K≈	2016-06-09	—
MIXED	SUNE	SunEdison, Inc. (SuNE)	Purchases $18K–$95K; sales $16K–$65K	4	2	−$47.0K to $79.0K≈	2016-02-19	—
MIXED	MBLY	Mobileye N.V. ordinary Shares (MBlY)	Purchases $3K–$45K; sales $15K–$50K	3	1	−$47.0K to $30.0K≈	2016-06-09	—
MIXED	FLS	Flowserve Corporation (FlS)	Purchases $2K–$30K; sales $15K–$50K	2	1	−$48.0K to $15.0K≈	2016-06-09	—
MIXED	CREE	Cree, Inc. (CREE)	Purchases $16K–$65K; sales $16K–$65K	2	2	−$49.0K to $49.0K≈	2014-10-09	—
MIXED	FLTX	Fleetmatics Group PlC ordinary Shares (FlTX)	Purchases $1K–$15K; sales $15K–$50K	1	1	−$49.0K to $0≈	2016-06-09	—
MIXED	BMI	Badger Meter, Inc. (BMI)	Purchases $15K–$50K; sales $16K–$65K	1	2	−$50.0K to $34.0K≈	2016-06-09	—
MIXED	FSLR	First Solar, Inc. (FSlR)	Purchases $15K–$50K; sales $16K–$65K	1	2	−$50.0K to $34.0K≈	2016-06-09	—
MIXED	ITRI	Itron, Inc. (ITRI)	Purchases $15K–$50K; sales $16K–$65K	1	2	−$50.0K to $34.0K≈	2016-06-09	—
MIXED	JCI	Johnson Controls, Inc. (JCI)	Purchases $15K–$50K; sales $16K–$65K	1	2	−$50.0K to $34.0K≈	2016-06-09	—
MIXED	SSNI	Silver Spring Networks, Inc. (SSNI)	Purchases $15K–$50K; sales $16K–$65K	1	2	−$50.0K to $34.0K≈	2016-06-09	—
SELL	B1W8P14	Aalberts (B1W8P14)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-06-09	—
SELL	B923935	De osram Licht ag (B923935)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-01-20	—
SELL	BLM7FC2	lumenpulse Inc (BlM7FC2)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-06-09	—
SELL	BOT4J94	Wasion group (BoT4J94)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-01-20	—
MIXED	MIXT	MiX Telematics limited american Depositary Shares, each representing 25 Ordinary Shares (MIXT)	Purchases $15K–$50K; sales $5K–$75K	1	5	−$60.0K to $45.0K≈	2015-11-25	—
MIXED	XYL	Xylem Inc. Common Stock New (XYl)	Purchases $30K–$100K; sales $50K–$100K	2	1	−$70.0K to $50.0K≈	2016-06-09	—
MIXED	AYI	Acuity Brands Inc (AYI)	Purchases $16K–$65K; sales $18K–$95K	2	4	−$79.0K to $47.0K≈	2016-06-09	—
MIXED	4491235	Kingspan Grp PlC (4491235)	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2016-06-09	—
MIXED	HASI	Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI)	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2016-06-09	—
SELL	ELRC	Electro Rent Corporation (ElRC)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2016-08-11	—
MIXED	SPWR	SunPower Corporation (SPWR)	Purchases $53K–$145K; sales $46K–$165K	4	4	−$112K to $99.0K≈	2016-06-09	—
SELL	MN	Manning & Napier, Inc. Class a (MN) [ST]	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2019-10-25	—
MIXED	MSFT	Microsoft Corporation - Common Stock (MSFT) [ST]	Purchases $28.8M–$136.1M; sales $30.5M–$142.1M	39	20	−$113M to $106M≈	2024-08-31	—

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: +24dfaster than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing: 4.9above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000: 19%larger lots — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars: 54%above median — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 0%family accounts — median 97%

filings incl. 5 paper: 176distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 834 · disclosed flow · trailing 12m: $3.7M–$7.7Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +24dmedian days between trade date and filing date, over rows that disclose both · late filings: 23rows 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

Disclosed transactions by issuer sector
Sector	Trades	Flow range
services	72	$59.5M–$278.8M
manufacturing	53	$536K–$2M
construction	17	$150K–$550K
finance-insurance-realestate	2	$65K–$150K
mining	2	$30K–$100K
wholesale	2	$30K–$100K
no ticker disclosed coverage	611	$100.6M–$229.4M
ticker not resolved to an issuer coverage	75	$867K–$3.1M

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 Suzan K. DelBene
Filed ▾	Asset	Side	Amount	Src
2026-08-21	Washington ST 5% Go Utx Due 08/01/30 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Purchase	$250K–$500K	PTR ↗
2026-08-21	California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Purchase	$250K–$500K	PTR ↗
2026-08-21	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Sale	$250K–$500K	PTR ↗
2026-08-11	Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Purchase	$250K–$500K	PTR ↗

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: House Committee on Ways and Means

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 148 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

834 rows · filed date desc · as of 2026-09-14 13:21 UTC

All disclosed transactions for Suzan K. DelBene
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	—	Washington ST 5% Go Utx Due 08/01/30 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-08-07 → Filed 2026-08-21 +14d	PTR ↗
Purchase	—	California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-08-06 → Filed 2026-08-21 +15d	PTR ↗
Sale	—	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-08-06 → Filed 2026-08-21 +15d	PTR ↗
Purchase	—	Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-07-23 → Filed 2026-08-11 +19d	PTR ↗
Purchase	—	Pacific Co B1 Bond - Trimble 05/29/28 [CS]	· JT (jointly owned)	$500K–$1M	no ticker	Traded 2026-05-28 → Filed 2026-06-11 +14d	PTR ↗
Purchase	—	Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 [GS]	· JT (jointly owned)	$50K–$100K	no ticker	Traded 2026-05-04 → Filed 2026-05-26 +22d	PTR ↗
Purchase	—	Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-05-04 → Filed 2026-05-26 +22d	PTR ↗
Purchase	—	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]	· JT (jointly owned)	$1K–$15K	no ticker	Traded 2026-04-30 → Filed 2026-05-08 +8d	PTR ↗
Sale	—	Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-04-09 → Filed 2026-04-28 +19d	PTR ↗
Purchase	—	Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS]	· JT (jointly owned)	$15K–$50K	no ticker	Traded 2026-04-01 → Filed 2026-04-28 +27d	PTR ↗
Purchase	—	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]	· JT (jointly owned)	$15K–$50K	no ticker	Traded 2026-02-23 → Filed 2026-03-12 +17d	PTR ↗
Sale	—	Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Spring TX Isd 4%31 Go Utx Due 08/15/31 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	University Kans Hos 4%36 SYST HLTH Due 03/01/36 [GS]	· partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 [GS]	· partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Triborough Bridge & 4%31 SPL Tax Due 11/15/31 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS]	· partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-13 → Filed 2026-01-23 +10d	PTR ↗
Sale	—	New York NY City Transitional Fin 5.00% Due Feb 1, 2032 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-01-06 → Filed 2026-01-23 +17d	PTR ↗
Purchase	—	New York NY City Transitional Fin 5.00% Due Nov 1, 2037 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2026-01-06 → Filed 2026-01-23 +17d	PTR ↗
Purchase	—	Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS]	· JT (jointly owned)	$1K–$15K	no ticker	Traded 2025-12-17 → Filed 2026-01-12 +26d	PTR ↗
Purchase	—	Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 [GS]	· JT (jointly owned)	$15K–$50K	no ticker	Traded 2025-11-21 → Filed 2025-12-08 +17d	PTR ↗
Purchase	—	Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-11-19 → Filed 2025-12-08 +19d	PTR ↗
Sale	—	New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-11-18 → Filed 2025-12-08 +20d	PTR ↗
Purchase	—	TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 [GS]	· JT (jointly owned)	$1K–$15K	no ticker	Traded 2025-11-18 → Filed 2025-12-08 +20d	PTR ↗
Purchase	—	Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-10-30 → Filed 2025-11-12 +13d	PTR ↗
Purchase	—	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]	· JT (jointly owned)	$15K–$50K	no ticker	Traded 2025-10-28 → Filed 2025-11-12 +15d	PTR ↗
Purchase	—	TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 [GS]	· JT (jointly owned)	$1K–$15K	no ticker	Traded 2025-10-01 → Filed 2025-10-30 +29d	PTR ↗
Purchase	—	Pacific Co B1 Bond - San Marcos 10/4/27 [CS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-09-30 → Filed 2025-10-13 +13d	PTR ↗
Purchase	—	Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-09-12 → Filed 2025-09-28 +16d	PTR ↗
Sale	—	Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-09-12 → Filed 2025-09-28 +16d	PTR ↗
Purchase	—	Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035 [GS]	· JT (jointly owned)	$1K–$15K	no ticker	Traded 2025-09-10 → Filed 2025-09-28 +18d	PTR ↗
Purchase	—	Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-08-08 → Filed 2025-08-29 +21d	PTR ↗
Sale	—	New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-08-08 → Filed 2025-08-29 +21d	PTR ↗
Purchase	—	Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 [GS]	· JT (jointly owned)	$250K–$500K	no ticker	Traded 2025-07-31 → Filed 2025-08-09 +9d	PTR ↗
Sale	—	Honolulu HI City & 4%32 Go Utx Due 10/01/32 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	Triborough Bridge & 4%31 SPL Tax Due 11/15/31 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	New York New Y CI 2.6%26 Mult HSG Due 05/01/26 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗
Sale	—	Spring TX Isd 4%31 Go Utx Due 08/15/31 [GS]	· partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2025-07-16 → Filed 2025-08-09 +24d	PTR ↗

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 ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2026-08-21	3	PTR ↗
2026-08-11	1	PTR ↗
2026-06-11	1	PTR ↗
2026-05-26	2	PTR ↗
2026-05-08	1	PTR ↗
2026-04-28	2	PTR ↗
2026-03-12	1	PTR ↗
2026-01-23	15	PTR ↗
2026-01-12	1	PTR ↗
2025-12-08	4	PTR ↗
2025-11-12	2	PTR ↗
2025-10-30	1	PTR ↗
2025-10-13	1	PTR ↗
2025-09-28	3	PTR ↗
2025-08-29	2	PTR ↗
2025-08-09	20	PTR ↗
2025-07-17	2	PTR ↗
2025-06-24	19	PTR ↗
2025-06-08	3	PTR ↗
2025-05-07	2	PTR ↗
2025-04-10	22	PTR ↗
2025-03-26	1	PTR ↗
2025-02-25	2	PTR ↗
2025-02-09	1	PTR ↗
2024-12-23	1	PTR ↗
2024-11-21	3	PTR ↗
2024-11-07	3	PTR ↗
2024-10-04	1	PTR ↗
2024-09-09	4	PTR ↗
2024-08-23	3	PTR ↗
2024-08-06	2	PTR ↗
2024-07-11	1	PTR ↗
2024-06-20	1	PTR ↗
2024-06-10	4	PTR ↗
2024-03-08	3	PTR ↗
2024-02-21	6	PTR ↗
2024-02-05	3	PTR ↗
2024-01-22	2	PTR ↗
2023-12-23	6	PTR ↗
2023-12-13	1	PTR ↗
2023-11-26	2	PTR ↗
2023-11-08	2	PTR ↗
2023-10-10	2	PTR ↗
2023-09-25	1	PTR ↗
2023-09-11	4	PTR ↗
2023-08-08	3	PTR ↗
2023-07-25	1	PTR ↗
2023-07-07	1	PTR ↗
2023-06-23	3	PTR ↗
2023-06-14	2	PTR ↗
2023-06-07	7	PTR ↗
2023-05-25	1	PTR ↗
2023-05-06	3	PTR ↗
2023-04-10	2	PTR ↗
2023-03-20	2	PTR ↗
2023-03-07	2	PTR ↗
2023-02-19	3	PTR ↗
2023-02-06	5	PTR ↗
2023-01-21	5	PTR ↗
2023-01-02	5	PTR ↗
2022-12-13	1	PTR ↗
2022-11-28	7	PTR ↗
2022-11-14	4	PTR ↗
2022-10-28	8	PTR ↗
2022-10-10	4	PTR ↗
2022-09-12	2	PTR ↗
2022-08-26	9	PTR ↗
2022-08-08	1	PTR ↗
2022-07-25	1	PTR ↗
2022-07-08	6	PTR ↗
2022-06-23	4	PTR ↗
2022-06-11	2	PTR ↗
2022-05-23	5	PTR ↗
2022-05-08	3	PTR ↗
2022-04-20	1	PTR ↗
2022-04-07	2	PTR ↗
2022-03-22	3	PTR ↗
2022-03-09	2	PTR ↗
2022-02-25	4	PTR ↗
2022-02-09	1	PTR ↗
2022-01-20	7	PTR ↗
2022-01-09	1	PTR ↗
2021-12-28	3	PTR ↗
2021-12-02	4	PTR ↗
2021-11-19	2	PTR ↗
2021-10-29	5	PTR ↗
2021-10-15	4	PTR ↗
2021-09-15	6	PTR ↗
2021-08-06	6	PTR ↗
2021-07-19	8	PTR ↗
2021-06-12	3	PTR ↗
2021-05-14	2	PTR ↗
2021-04-13	5	PTR ↗
2021-03-17	4	PTR ↗
2021-02-16	9	PTR ↗
2021-01-13	5	PTR ↗
2020-12-10	4	PTR ↗
2020-11-09	12	PTR ↗
2020-09-14	4	PTR ↗
2020-08-10	7	PTR ↗
2020-07-15	5	PTR ↗
2020-06-14	9	PTR ↗
2020-05-16	2	PTR ↗
2020-04-14	8	PTR ↗
2020-03-15	4	PTR ↗
2020-02-14	1	PTR ↗
2020-01-15	3	PTR ↗
2019-12-15	4	PTR ↗
2019-11-14	8	PTR ↗
2019-10-15	4	PTR ↗
2019-09-15	3	PTR ↗
2019-08-14	2	PTR ↗
2019-07-16	2	PTR ↗
2019-06-15	1	PTR ↗
2019-05-08	4	PTR ↗
2019-04-12	4	PTR ↗
2019-03-15	2	PTR ↗
2019-02-18	2	PTR ↗
2019-01-15	5	PTR ↗
2018-12-15	4	PTR ↗
2018-11-16	3	PTR ↗
2018-10-16	3	PTR ↗
2018-09-14	7	PTR ↗
2018-08-29	4	PTR ↗
2018-07-15	6	PTR ↗
2018-06-15	3	PTR ↗
2018-05-15	5	PTR ↗
2018-04-13	3	PTR ↗
2018-03-06	2	PTR ↗
2018-02-16	1	PTR ↗
2018-01-10	6	PTR ↗
2017-12-16	6	PTR ↗
2017-11-11	5	PTR ↗
2017-11-03	2	PTR ↗
2017-09-19	5	PTR ↗
2017-08-16	3	PTR ↗
2017-07-16	3	PTR ↗
2017-06-08	1	PTR ↗
2017-05-10	2	PTR ↗
2017-04-05	1	PTR ↗
2017-02-11	5	PTR ↗
2017-01-10	1	PTR ↗
2016-12-11	6	PTR ↗
2016-11-15	12	PTR ↗
2016-10-16	1	PTR ↗
2016-09-12	5	PTR ↗
2016-07-13	42	PTR ↗
2016-06-15	5	PTR ↗
2016-05-13	3	PTR ↗
2016-04-15	15	PTR ↗
2016-03-11	10	PTR ↗
2016-02-15	3	PTR ↗
2016-01-14	8	PTR ↗
2015-12-11	15	PTR ↗
2015-11-11	3	PTR ↗
2015-10-15	12	PTR ↗
2015-09-14	11	PTR ↗
2015-08-10	6	PTR ↗
2015-07-12	5	PTR ↗
2015-05-10	11	PTR ↗
2015-04-16	8	PTR ↗
2015-03-10	6	PTR ↗
2015-02-13	2	PTR ↗
2015-01-19	9	PTR ↗
2014-12-11	10	PTR ↗
2014-11-20	25	PTR ↗
2014-10-20	8	PTR ↗
2014-09-21	2	PTR ↗
2014-08-17	6	PTR ↗
2014-07-09	6	PTR ↗
2014-06-12	42	PTR ↗

Signals

all signals ↗

Signals for this member
Ticker	Kind	Filed	Size	Src
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-21	$250K–$500K	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-21	$250K–$500K	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-21	$250K–$500K	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-11	$250K–$500K	PTR ↗

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

No tickers disclosed in the trailing 24 months.

Disclosed transactions

834 reported transactions

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

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.

Paper filings needing OCR for this member
Filed ▾	Status	Src
2014-05-12	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-04-10	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-03-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-02-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-01-08	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗