Disclosed transactions
233 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Cleo Fields
Democrat — D–LA-6 · U.S. House · serving since 1993 · House Committee on Financial Services · member ID F000110Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 233 21 filings · 0 paper · retained
- Net flow · 12m
- $1.9M to $6.0M purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 33 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: no purchases, no sales; 25Q1: no purchases, sales $500K–$1M; 25Q2: purchases $3.6M–$11.1M, sales $1K–$15K; 25Q3: purchases $6M–$14.6M, sales $50K–$100K; 25Q4: purchases $1.6M–$4M, sales $213K–$545K; 26Q1: purchases $621K–$1.5M, no sales; 26Q2: purchases $9K–$135K, no sales; 26Q3: purchases $2K–$30K, 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 · 1 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 | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $4.1M–$12.4M; sales $500K–$1M | 46 | 1 | $3.1M to $11.9M net accumulation | 2026-06-26 | — |
| BUY | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $1.2M–$2.9M; sales — | 16 | 0 | $1.2M to $2.9M net accumulation | 2025-09-17 | — |
| BUY | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases $1.1M–$2.6M; sales — | 22 | 0 | $1.1M to $2.6M net accumulation≈ | 2026-08-13 | — |
| BUY | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $887K–$2.1M; sales — | 18 | 0 | $887K to $2.1M net accumulation≈ | 2026-06-11 | — |
| BUY | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases $865K–$2.2M; sales — | 19 | 0 | $865K to $2.2M net accumulation≈ | 2026-06-15 | — |
| BUY | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchases $815K–$1.9M; sales — | 13 | 0 | $815K to $1.9M net accumulation≈ | 2026-02-03 | — |
| BUY | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Purchases $735K–$1.8M; sales — | 13 | 0 | $735K to $1.8M net accumulation≈ | 2026-07-10 | — |
| BUY | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | Purchases $552K–$1.4M; sales — | 8 | 0 | $552K to $1.4M net accumulation≈ | 2026-01-20 | — |
| BUY | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases $480K–$1.2M; sales — | 8 | 0 | $480K to $1.2M net accumulation≈ | 2026-02-03 | — |
| BUY | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Purchases $266K–$615K; sales — | 6 | 0 | $266K to $615K net accumulation≈ | 2025-10-10 | — |
| BUY | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Purchases $111K–$315K; sales — | 6 | 0 | $111K to $315K net accumulation≈ | 2025-09-17 | — |
| BUY | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2026-02-03 | — |
| BUY | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | Purchases $95K–$250K; sales — | 4 | 0 | $95.0K to $250K net accumulation≈ | 2026-02-03 | — |
| BUY | ORCL | Oracle Corporation Common Stock (ORCL) [ST] | Purchases $80K–$200K; sales — | 3 | 0 | $80.0K to $200K net accumulation≈ | 2025-09-23 | — |
| BUY | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2025-06-30 | — |
| BUY | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2025-09-10 | — |
| BUY | CLS | Celestica, Inc. Common Stock (CLS) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2025-11-03 | — |
| BUY | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2025-07-21 | — |
| BUY | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-06-30 | — |
| BUY | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-02-03 | — |
| BUY | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-09-10 | — |
| BUY | QNT | Quantinuum Inc. - Class A Common Stock (QNT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-06-04 | — |
| MIXED | OPEN | Opendoor Technologies Inc - Common Stock (OPEN) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-12-26 | — |
| MIXED | SOUN | SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-12-15 | — |
| SELL | INTC | Intel Corporation - Common Stock (INTC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-06-30 | — |
| MIXED | IREN | IREN Limited - Ordinary Shares (IREN) [ST] | Purchases $68K–$195K; sales $50K–$100K | 5 | 1 | −$32.0K to $145K≈ | 2026-01-20 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-12-11 | — |
| MIXED | FIG | FIGMA INC CLASS A (FIG) [OT] | Purchases $18K–$95K; sales $16K–$65K | 4 | 2 | −$47.0K to $79.0K≈ | 2025-12-26 | — |
| MIXED | CRWV | CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2025-12-11 | — |
| MIXED | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2025-10-30 | — |
| MIXED | ARM | Arm Holdings plc - American Depositary Shares (ARM) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2025-12-11 | — |
| MIXED | BMNR | BITMINE IMMERSIN TECH INC (BMNR) [ST] | Purchases $33K–$145K; sales $50K–$100K | 5 | 1 | −$67.0K to $95.0K≈ | 2025-07-28 | — |
| MIXED | UBER | Uber Technologies, Inc. Common Stock (UBER) [ST] | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2025-12-11 | — |
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
- +20dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 11far above median — median 3.2
- Share ≤ $15K bracket
- 24%larger lots — median 69%
- Buy share of rows
- 94%above median — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 0 paper: 21distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 233 · disclosed flow · trailing 12m: $2.6M–$6.8Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +20dmedian 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 |
|---|---|---|
| manufacturing | 101 | $6.9M–$19.1M |
| services | 90 | $4.1M–$9.9M |
| retail | 21 | $1.2M–$3.1M |
| finance-insurance-realestate | 18 | $249K–$735K |
| transport-utilities | 2 | $30K–$100K |
| no ticker disclosed coverage | 1 | $50K–$100K |
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 |
|---|---|---|---|---|
| 2026-09-02 | AAPL | Purchase | $1K–$15K | |
| 2026-07-30 | TSM | Purchase | $1K–$15K | |
| 2026-07-16 | NVDA | Purchase | $1K–$15K | |
| 2026-07-16 | NVDA | Purchase | $1K–$15K | |
| 2026-07-16 | NVDA | Purchase | $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
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-01-20 | IREN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-12-26 | OPEN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-12-26 | IREN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-12-09 | IREN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-10 | IREN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-10 | IREN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-09-19 | OPEN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-28 | BMNR | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-21 | OPEN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-21 | HOOD | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-17 | HOOD | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-16 | BMNR | finance-insurance-realestate | House Committee on Financial Services |
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
233 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 |
|---|---|---|---|---|---|---|---|
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | — | $1K–$15K | Traded → Filed +11d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +15d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +15d | ||
| Purchase | QNT | Quantinuum Inc. - Class A Common Stock (QNT) [ST] | — | $1K–$15K | Traded → Filed +22d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | — | $1K–$15K | Traded → Filed +11d | ||
| Purchase | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | — | $1K–$15K | Traded → Filed +22d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +5d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +5d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $1K–$15K | Traded → Filed +12d | ||
| Purchase | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Purchase | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | — | $100K–$250K | Traded → Filed +21d | ||
| Purchase | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | — | $100K–$250K | Traded → Filed +21d | ||
| Purchase | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | — | $50K–$100K | Traded → Filed +21d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $100K–$250K | Traded → Filed +21d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $50K–$100K | Traded → Filed +14d | ||
| Purchase | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | — | $100K–$250K | Traded → Filed +14d | ||
| Purchase | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | — | $50K–$100K | Traded → Filed +14d | ||
| Purchase | IREN | IREN Limited - Ordinary Shares (IREN) [ST] | — | $50K–$100K | Traded → Filed +14d | ||
| Purchase | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | — | $1K–$15K | Traded → Filed +22d | ||
| Purchase | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | — | $1K–$15K | Traded → Filed +26d | ||
| Sale | FIG | FIGMA INC CLASS A (FIG) [OT] | · partial (partial sale) | $1K–$15K | Traded → Filed +21d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $50K–$100K | Traded → Filed +21d | ||
| Sale | OPEN | Opendoor Technologies Inc - Common Stock (OPEN) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Sale | FIG | FIGMA INC CLASS A (FIG) [OT] | — | $15K–$50K | Traded → Filed +21d | ||
| Sale | IREN | IREN Limited - Ordinary Shares (IREN) [ST] | — | $50K–$100K | Traded → Filed +21d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $15K–$50K | Traded → Filed +2d | ||
| Purchase | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Sale | SOUN | SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Sale | ARM | Arm Holdings plc - American Depositary Shares (ARM) [ST] | — | $50K–$100K | Traded → Filed +6d | ||
| Sale | T | AT&T Inc. (T) [ST] | — | $15K–$50K | Traded → Filed +6d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $100K–$250K | Traded → Filed +6d | ||
| Sale | CRWV | CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | — | $15K–$50K | Traded → Filed +6d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Sale | UBER | Uber Technologies, Inc. Common Stock (UBER) [ST] | — | $50K–$100K | Traded → Filed +6d | ||
| Purchase | IREN | IREN Limited - Ordinary Shares (IREN) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $50K–$100K | Traded → Filed +8d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $50K–$100K | Traded → Filed +16d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $100K–$250K | Traded → Filed +20d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $100K–$250K | Traded → Filed +20d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $100K–$250K | Traded → Filed +16d |
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 233 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-02 | 1 | |
| 2026-07-30 | 1 | |
| 2026-07-16 | 3 | |
| 2026-06-26 | 4 | |
| 2026-06-03 | 1 | |
| 2026-04-20 | 1 | |
| 2026-04-07 | 1 | |
| 2026-03-17 | 2 | |
| 2026-02-24 | 6 | |
| 2026-02-03 | 6 | |
| 2026-01-16 | 5 | |
| 2025-12-17 | 15 | |
| 2025-12-10 | 2 | |
| 2025-11-19 | 4 | |
| 2025-11-12 | 11 | |
| 2025-10-30 | 8 | |
| 2025-09-30 | 21 | |
| 2025-09-03 | 38 | |
| 2025-08-06 | 58 | |
| 2025-07-01 | 44 | |
| 2025-03-14 | 1 |
Signals
all signals ↗| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| QNT | 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 | 2026-06-26 | $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. · 1 superseded in the window
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 |
|---|---|---|---|
| NVDA | 47 | $4.6M–$13.4M§ | 2026-06 |
| AAPL | 22 | $1.1M–$2.6M§ | 2026-08 |
| GOOG | 19 | $865K–$2.2M§ | 2026-06 |
| MSFT | 18 | $887K–$2.1M§ | 2026-06 |
| AMZN | 16 | $1.2M–$2.9M§ | 2025-09 |
| META | 13 | $815K–$1.9M§ | 2026-02 |
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.