Disclosed transactions
120 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Neal P. Dunn
Republican — R–FL-2 · U.S. House · serving since 2017 · House Committee on Energy and Commerce, House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party · member ID D000628Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 120 31 filings · 2 paper · retained
- Net flow · 12m
- −$250K to −$115K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 20 across every disclosed row
- Late filings
- 3 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 · 2 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $20K–$125K, no sales; 25Q1: purchases $1K–$15K, no sales; 25Q2: purchases $1K–$15K, no sales; 25Q3: no purchases, sales $1K–$15K; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, sales $115K–$250K; 26Q3: no purchases, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 11 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | Purchases $35K–$175K; sales — | 7 | 0 | $35.0K to $175K net accumulation | 2025-06-02 | — |
| BUY | RF$A | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST] | Purchases $50K–$100K; sales $1K–$15K | 1 | 1 | $35.0K to $99.0K net accumulation≈ | 2023-01-05 | — |
| BUY | WFC$Y | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST] | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2023-05-05 | — |
| BUY | CADE$A | Cadence Bank 5.50% Series A (CADE$A) [ST] | Purchases $19K–$110K; sales — | 5 | 0 | $19.0K to $110K net accumulation≈ | 2026-02-02 | — |
| BUY | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] | Purchases $33K–$145K; sales $1K–$15K | 5 | 1 | $18.0K to $144K net accumulation≈ | 2024-09-27 | — |
| BUY | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST] | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2024-09-27 | — |
| BUY | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST] | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2024-11-06 | — |
| BUY | MSTR | MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2024-12-24 | — |
| BUY | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | Purchases $33K–$145K; sales $2K–$30K | 5 | 2 | $3.0K to $143K net accumulation≈ | 2025-09-04 | — |
| MIXED | HBANZ | Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] | Purchases —; sales — | 0 | 0 | $0 | 2026-02-02 | — |
| MIXED | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-04-24 | — |
| MIXED | BBT$D | BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-09-03 | — |
| MIXED | JPM$G | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-12-07 | — |
| MIXED | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2026-05-11 | — |
| MIXED | WFC$V | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2020-12-15 | — |
| MIXED | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] | Purchases $34K–$160K; sales $50K–$100K | 6 | 1 | −$66.0K to $110K≈ | 2026-05-11 | — |
| MIXED | SO | Southern Company (SO) [ST] | Purchases $31K–$115K; sales $30K–$100K | 3 | 2 | −$69.0K to $85.0K≈ | 2023-01-05 | — |
| MIXED | BAC$K | Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) [ST] | Purchases $3K–$45K; sales $17K–$80K | 3 | 3 | −$77.0K to $28.0K≈ | 2020-08-07 | — |
| MIXED | BXS$A | bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] | Purchases $165K–$475K; sales $250K–$600K | 11 | 3 | −$435K to $225K≈ | 2021-03-11 | — |
| SELL | BXS | BancorpSouth Bank (BXS) [ST] | Purchases $7K–$105K; sales $1.7M–$3.5M | 7 | 13 | −$3.4M to −$1.5M net disposal | 2020-12-15 | — |
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
- +29dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 4.1above median — median 3.2
- Share ≤ $15K bracket
- 55%larger lots — median 69%
- Buy share of rows
- 64%above median — median 47%
- Self-owned share
- 92%family accounts — median 97%
filings incl. 2 paper: 31distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 120 · disclosed flow · trailing 12m: $117K–$280Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +29dmedian days between trade date and filing date, over rows that disclose both · late filings: 3rows 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 |
|---|---|---|
| transport-utilities | 5 | $61K–$215K |
| finance-insurance-realestate | 2 | $16K–$65K |
| ticker not resolved to an issuer coverage | 102 | $2.5M–$6.4M |
| no ticker disclosed coverage | 11 | $2M–$7.1M |
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| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-06-23 | JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] — asset type as filed: OT — asset as filed, no ticker disclosed | Sale | $50K–$100K | |
| 2026-06-23 | RF$E | Sale | $50K–$100K | |
| 2026-06-23 | T$A | Sale | $15K–$50K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Energy and Commerce (Vice Chair) · House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
No overlaps found within the MAPPED committee jurisdictions · 6 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 1 trades touch committees outside the jurisdiction mapping (HSZS) — 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
120 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | — | JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] | — | $50K–$100K | no ticker | Traded → Filed +43d | |
| Sale | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | — | $15K–$50K | Traded → Filed +43d | ||
| Sale | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] | — | $50K–$100K | Traded → Filed +43d | ||
| Exchange | HBANZ | Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] | — | $1K–$15K | Traded → Filed +43d | ||
| Exchange | CADE$A | Cadence Bank 5.50% Series A (CADE$A) [ST] | — | $1K–$15K | Traded → Filed +43d | ||
| Sale | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +27d | ||
| Purchase | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | — | $1K–$15K | Traded → Filed LATE·72d | ||
| Purchase | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Purchase | MSTR | MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed LATE·76d | ||
| Purchase | — | JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Purchase | CADE$A | Cadence Bank 5.50% Series A (CADE$A) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Purchase | — | US Bancorp Preferred Series K [OT] | — | $1K–$15K | no ticker | Traded → Filed +41d | |
| Purchase | — | JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] | — | $1K–$15K | no ticker | Traded → Filed +41d | |
| Purchase | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Purchase | CADE$A | Cadence Bank 5.50% Series A (CADE$A) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Purchase | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Purchase | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Purchase | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Sale | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Purchase | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Purchase | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Purchase | CADE$A | Cadence Bank 5.50% Series A (CADE$A) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | WFC$Y | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Sale | RF$A | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST] | — | $1K–$15K | Traded → Filed +43d | ||
| Sale | SO | Southern Company (SO) [ST] | — | $15K–$50K | Traded → Filed +43d | ||
| Sale | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] | — | $1K–$15K | Traded → Filed +43d | ||
| Sale | SO | Southern Company (SO) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +43d | ||
| Purchase | WFC$Y | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | CADE$A | Cadence Bank 5.50% Series A (CADE$A) [ST] | — | $1K–$15K | Traded → Filed +25d | ||
| Purchase | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Purchase | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] | — | $15K–$50K | Traded → Filed +30d |
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 120 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-06-23 | 3 | |
| 2026-03-17 | 2 | |
| 2025-10-01 | 1 | |
| 2025-08-13 | 1 | |
| 2025-04-03 | 1 | |
| 2025-03-10 | 1 | |
| 2024-12-16 | 5 | |
| 2024-11-07 | 8 | |
| 2024-05-22 | 2 | |
| 2023-05-26 | 12 | |
| 2023-02-17 | 4 | |
| 2022-09-09 | 17 | |
| 2021-03-24 | 2 | |
| 2021-01-15 | 4 | |
| 2020-12-23 | 5 | |
| 2020-11-05 | 1 | |
| 2020-09-09 | 4 | |
| 2020-07-18 | 2 | |
| 2020-06-23 | 3 | |
| 2020-05-01 | 1 | |
| 2020-03-19 | 1 | |
| 2020-01-30 | 3 | |
| 2020-01-20 | 4 | |
| 2019-12-11 | 12 | |
| 2019-09-30 | 8 | |
| 2019-02-07 | 9 | |
| 2018-09-11 | 1 | |
| 2017-07-10 | 1 | |
| 2017-06-07 | 2 |
Signals
window 2026-06-16 → 2026-09-14No ACTIVE signals for this member in the retained window — 2 earlier signals were superseded inside it (amended away or no longer matching). See /signals.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| COF$I | 4 | $4K–$60K§ | 2025-06 |
| CADE$A | 3 | $3K–$45K§ | 2026-02 |
| RF$E | 3 | $52K–$130K§ | 2026-05 |
| T$A | 2 | $16K–$65K§ | 2026-05 |
| HBANZ | 1 | $1K–$15K§ | 2026-02 |
| JPM$J | 1 | $1K–$15K§ | 2025-09 |
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
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.