1,016 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: purchases $27K–$230K, sales $210K–$500K; 25Q1: purchases $4K–$60K, sales $130K–$300K; 25Q2: purchases $3K–$45K, sales $16K–$65K; 25Q3: purchases $3K–$45K, sales $16K–$65K; 25Q4: purchases $4K–$60K, no sales; 26Q1: purchases $1K–$15K, sales $51K–$115K; 26Q2: purchases $2K–$30K, sales $30K–$100K; 26Q3: no purchases, no sales
| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | NEE$Q | NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q) [ST] | Purchases $67K–$180K; sales — | 4 | 0 | $67.0K to $180K net accumulation | 2022-04-25 | — |
| BUY | SPKEP | spark Energy, Inc. - 8.75% series a Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred stock (sPKEP) [sT] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2019-02-21 | — |
| BUY | PSXP | Phillips 66 Partners lP Common units representing limited partner interest in the Partnership (PSXP) [ST] | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2022-02-15 | — |
| BUY | NYLD.A | NRg Yield, Inc. Class a (NYlD.a) | Purchases $34K–$160K; sales — | 6 | 0 | $34.0K to $160K net accumulation≈ | 2018-03-16 | — |
| BUY | BEP | Brookfield Renewable Partners l.P. (BEP) [sT] | Purchases $18K–$95K; sales — | 4 | 0 | $18.0K to $95.0K net accumulation≈ | 2018-10-09 | — |
| BUY | FCGYF | Veresen, Inc. Ordinary shares (FCgYF) | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2017-02-27 | — |
| BUY | GLD | SPDR gold Trust (glD) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-07-13 | — |
| BUY | AAIC$B | Arlington Asset Investment Corp 7.00% (AAIC$B) [ST] | Purchases $7K–$105K; sales — | 7 | 0 | $7.0K to $105K net accumulation≈ | 2023-11-28 | — |
| BUY | USDP | USD Partners LP Common Units representing limited partner interest (USDP) [ST] | Purchases $20K–$125K; sales $1K–$15K | 6 | 1 | $5.0K to $124K net accumulation≈ | 2023-11-10 | — |
| BUY | EFC | Ellington Financial Inc. Common Stock (EFC) [ST] | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2025-12-30 | — |
| BUY | GM | general Motors Company (gM) [sT] | Purchases $51K–$115K; sales $15K–$50K | 2 | 1 | $1.0K to $100K net accumulation≈ | 2018-12-10 | — |
| BUY | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-12-06 | — |
| BUY | AEP | American Electric Power Company, Inc. (AEP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-12-06 | — |
| BUY | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-12-06 | — |
| BUY | DISCA | Discovery, Inc. - Series A (DISCA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-02-24 | — |
| BUY | NYLD | NRg Yield, Inc. Class C (NYlD) [sT] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-06-18 | — |
| MIXED | IMKTA | Ingles Markets, Incorporated - Class A (IMKTA) [ST] | Purchases $50K–$100K; sales $15K–$50K | 1 | 1 | $0 to $85.0K≈ | 2022-09-30 | — |
| MIXED | STLD | steel Dynamics, Inc. (sTlD) [sT] | Purchases $50K–$100K; sales $15K–$50K | 1 | 1 | $0 to $85.0K≈ | 2018-12-10 | — |
| MIXED | WMT | Walmart Inc. (WMT) [ST] | Purchases $50K–$100K; sales $15K–$50K | 1 | 1 | $0 to $85.0K≈ | 2021-03-26 | — |
| MIXED | CPXWF | Capital Power Corp. Ordinary Shares (CPXWF) [ST] | Purchases $92K–$330K; sales $50K–$100K | 8 | 1 | −$8.0K to $280K≈ | 2022-10-21 | — |
| MIXED | PEGI | Pattern Energy group Inc. - Class a (PEgI) [sT] | Purchases $37K–$205K; sales $15K–$50K | 9 | 1 | −$13.0K to $190K≈ | 2018-07-13 | — |
| MIXED | BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-06-24 | — |
| MIXED | HBI | Hanesbrands Inc. (HBI) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-12-13 | — |
| MIXED | OXBR | Oxbridge Re Holdings Limited - Ordinary Shares (OXBR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-05-18 | — |
| MIXED | PSA | Public Storage Common Stock (PSA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-01-12 | — |
| MIXED | RAS | RaIT Financial Trust New Common shares of Beneficial Interest (Ras) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-07-31 | — |
| MIXED | SVU | superValu Inc. (sVu) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-07-22 | — |
| SELL | BWX | sPDR Barclays Intl Treasury Bd (BWX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-21 | — |
| SELL | PHB | Powershares High Yield Corporate Bond Portfolio (PHB) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-21 | — |
| MIXED | ETP | Energy Transfer Partners, l.P. Common units representing limited partner interests (ETP) | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2017-08-01 | — |
| MIXED | MATX | Matson, Inc. (MaTX) | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2016-09-08 | — |
| MIXED | R | Ryder System, Inc. (R) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2022-04-08 | — |
| MIXED | TXT | Textron Inc. (TXT) | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2016-02-01 | — |
| MIXED | GOGL | Golden Ocean Group Limited (GOGL) [ST] | Purchases $23K–$170K; sales $15K–$50K | 9 | 1 | −$27.0K to $155K≈ | 2022-09-29 | — |
| MIXED | AHT | ashford Hospitality Trust Inc (aHT) [sT] | Purchases $20K–$125K; sales $15K–$50K | 6 | 1 | −$30.0K to $110K≈ | 2018-12-11 | — |
| MIXED | BPL | Buckeye Partners l.P. (BPl) [sT] | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2018-06-28 | — |
| MIXED | CF | CF Industries Holdings, Inc. (CF) [ST] | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2023-02-16 | — |
| MIXED | MRO | Marathon Oil Corporation (MRO) [ST] | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2023-02-21 | — |
| MIXED | DUK$A | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) [ST] | Purchases $67K–$305K; sales $50K–$100K | 11 | 1 | −$33.0K to $255K≈ | 2024-02-28 | — |
| MIXED | WDC | Western Digital Corporation (WDC) | Purchases $17K–$80K; sales $15K–$50K | 3 | 1 | −$33.0K to $65.0K≈ | 2018-02-08 | — |
| MIXED | BXMT | Blackstone Mortgage Trust, Inc. (BXMT) [ST] | Purchases $66K–$165K; sales $50K–$100K | 3 | 1 | −$34.0K to $115K≈ | 2022-01-24 | — |
| MIXED | BCC | Boise Cascade, L.L.C. (BCC) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2023-03-07 | — |
| MIXED | CAT | Caterpillar, Inc. (CaT) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2015-03-05 | — |
| MIXED | FET | Forum Energy Technologies, Inc. (FET) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2015-03-09 | — |
| MIXED | HSY | The Hershey Company (HsY) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2017-09-20 | — |
| MIXED | IDT | IDT Corporation Class B (IDT) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2017-11-15 | — |
| MIXED | MRLN | Marlin Business services Corp. (MRlN) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2017-11-16 | — |
| MIXED | NAT | Nordic american Tankers limited (NaT) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2016-09-15 | — |
| MIXED | VLO | Valero Energy Corporation (VlO) | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2016-09-27 | — |
| MIXED | AVGO | Broadcom Inc. (AVGO) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-04-08 | — |
| MIXED | BGS | B&g Foods, Inc. B&g Foods, Inc. (Bgs) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2017-03-16 | — |
| MIXED | BLT | Blount International, Inc. (BlT) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-03-25 | — |
| MIXED | CBRL | Cracker Barrel Old Country store, Inc. (CBRl) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-07-28 | — |
| MIXED | CI | Cigna Corporation (CI) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-07-24 | — |
| MIXED | CINR | Ciner Resources lP Common units representing limited Partner Interests (CINR) [sT] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-02-21 | — |
| MIXED | CTB | Cooper Tire & Rubber Company (CTB) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-07-24 | — |
| MIXED | CW | Curtiss-Wright Corporation (CW) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-07-24 | — |
| MIXED | EBF | Ennis, Inc. (EBF) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2016-10-24 | — |
| MIXED | FF | FutureFuel Corp. Common shares (FF) [sT] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-03-15 | — |
| MIXED | GLW | Corning Incorporated (glW) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-07-27 | — |
| MIXED | HW | Headwaters Incorporated (HW) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-08-24 | — |
| MIXED | LAND | gladstone land Corporation (lAND) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-12-08 | — |
| MIXED | MSB | Mesabi Trust (MsB) [sT] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-02-12 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-02-24 | — |
| MIXED | MSI | Motorola Solutions, Inc. (MSI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-26 | — |
| MIXED | ODFL | Old Dominion Freight line, Inc. (ODFl) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-08-20 | — |
| MIXED | OMN | OMNOVa solutions Inc. (OMN) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-07-24 | — |
| MIXED | PER | sandRidge Permian Trust Common units of Benficial Interest (PER) [sT] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-03-20 | — |
| MIXED | RYH | guggenheim s&P 500 Equal Weight Healthcare ETF (RYH) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-11-17 | — |
| MIXED | SCHE | schwab Emerging Markets Equity ETF (sCHE) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2014-12-03 | — |
| MIXED | SDOG | alPs sector Dividend Dogs ETF (sDOg) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2018-02-08 | — |
| MIXED | SPB | spectrum Brands Holdings, Inc. (sPB) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-04-01 | — |
| MIXED | TPCO | Tribune Publishing Company (TPCO) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-05-27 | — |
| MIXED | ASC | Ardmore Shipping Corporation Common Stock (ASC) [ST] | Purchases $10K–$150K; sales $15K–$50K | 10 | 1 | −$40.0K to $135K≈ | 2024-12-06 | — |
| MIXED | SJT | San Juan Basin Royalty Trust (SJT) [ST] | Purchases $9K–$135K; sales $15K–$50K | 9 | 1 | −$41.0K to $120K≈ | 2022-09-26 | — |
| MIXED | STON | stoneMor Partners l.P. Common unit Rep limited Partnership Interests (sTON) | Purchases $9K–$135K; sales $15K–$50K | 9 | 1 | −$41.0K to $120K≈ | 2016-12-05 | — |
| MIXED | CRT | Cross Timbers Royalty Trust (CRT) [ST] | Purchases $7K–$105K; sales $15K–$50K | 7 | 1 | −$43.0K to $90.0K≈ | 2024-01-17 | — |
| MIXED | AAM$A | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) [ST] | Purchases $5K–$75K; sales $15K–$50K | 5 | 1 | −$45.0K to $60.0K≈ | 2023-09-22 | — |
| MIXED | EFC$D | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Purchases $5K–$75K; sales $15K–$50K | 5 | 1 | −$45.0K to $60.0K≈ | 2026-06-30 | — |
| MIXED | NEWT | Newtek Business Services Corp. (NEWT) [ST] | Purchases $5K–$75K; sales $15K–$50K | 5 | 1 | −$45.0K to $60.0K≈ | 2202-09-19 | — |
| MIXED | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Purchases $53K–$270K; sales $50K–$100K | 11 | 1 | −$47.0K to $220K≈ | 2022-11-02 | — |
| MIXED | ABT | abbott laboratories (aBT) | Purchases $17K–$80K; sales $16K–$65K | 3 | 2 | −$48.0K to $64.0K≈ | 2016-11-10 | — |
| MIXED | TAK | Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) [ST] | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-08-29 | — |
| MIXED | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases $51K–$115K; sales $50K–$100K | 2 | 1 | −$49.0K to $65.0K≈ | 2024-12-06 | — |
| MIXED | KMI | Kinder Morgan, Inc. (KMI) [ST] | Purchases $51K–$115K; sales $50K–$100K | 2 | 1 | −$49.0K to $65.0K≈ | 2022-08-01 | — |
| MIXED | SCU | Sculptor Capital Management, Inc. Class A (SCu) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2021-12-25 | — |
| MIXED | FSP | Franklin Street Properties Corp. (FSP) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-01-31 | — |
| MIXED | HESM | Hess Midstream Partners lP Common units Representing limited Partner Interests (HEsM) [sT] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2019-02-20 | — |
| MIXED | ONEQ | Fidelity Nasdaq Composite Index Tracking stock (ONEQ) | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2018-02-08 | — |
| MIXED | SCHH | Schwab U.S. REIT ETF (SCHH) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-04-19 | — |
| MIXED | SPKE | spark Energy, Inc. - Class a (sPKE) [sT] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2019-01-15 | — |
| MIXED | VOT | Vanguard Mid-Cap growth ETF - DNQ (VOT) | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2016-12-09 | — |
| MIXED | CNXM | CNX Midstream Partners lP Common units representing limited partner interests (CNXM) [sT] | Purchases $15K–$50K; sales $16K–$65K | 1 | 2 | −$50.0K to $34.0K≈ | 2019-02-22 | — |
| MIXED | PBI | Pitney Bowes Inc. (PBI) | Purchases $15K–$50K; sales $16K–$65K | 1 | 2 | −$50.0K to $34.0K≈ | 2015-02-02 | — |
| SELL | F | Ford Motor Company (F) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2015-08-21 | — |
| SELL | MEMP | Memorial Production Partners lP - Common units (MEMP) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-09-26 | — |
| SELL | NRP | Natural Resource Partners lP limited Partnership (NRP) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-05-30 | — |
| SELL | PPR | Voya Prime Rate Trust shares of Beneficial Interest (PPR) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-05-28 | — |
| SELL | PWE | Penn West Petroleum ltd (PWE) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-06-24 | — |
| SELL | RNDY | Roundy's, Inc. (RNDY) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-06-20 | — |
| SELL | SCHP | schwab u.s. TIPs ETF (sCHP) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2015-01-30 | — |
| SELL | TAL | Tal International group, Inc. (Tal) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-06-02 | — |
| SELL | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-05-17 | — |
| MIXED | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Purchases $45K–$325K; sales $30K–$100K | 17 | 2 | −$55.0K to $295K≈ | 2025-03-07 | — |
| MIXED | APTS | Preferred apartment Communities, Inc. (aPTs) | Purchases $45K–$150K; sales $50K–$100K | 3 | 1 | −$55.0K to $100K≈ | 2018-02-27 | — |
| MIXED | RIO | Rio Tinto Plc (RIO) [ST] | Purchases $45K–$150K; sales $50K–$100K | 3 | 1 | −$55.0K to $100K≈ | 2022-06-17 | — |
| MIXED | SIRE | Sisecam Resources LP Common Units representing limited partner interests (SIRE) [ST] | Purchases $41K–$265K; sales $50K–$100K | 13 | 1 | −$59.0K to $215K≈ | 2023-05-26 | — |
| MIXED | GPP | Green Plains Partners LP - Common Units (GPP) [ST] | Purchases $37K–$205K; sales $30K–$100K | 9 | 2 | −$63.0K to $175K≈ | 2023-09-18 | — |
| MIXED | SPH | suburban Propane Partners, l.P. (sPH) | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2016-12-09 | — |
| MIXED | APU | amerigas Partners, l.P. (aPu) [sT] | Purchases $35K–$175K; sales $30K–$100K | 7 | 2 | −$65.0K to $145K≈ | 2019-02-25 | — |
| MIXED | MOS | Mosaic Company (MOS) [ST] | Purchases $34K–$160K; sales $30K–$100K | 6 | 2 | −$66.0K to $130K≈ | 2022-12-21 | — |
| MIXED | AM | Antero Midstream Corporation (AM) [ST] | Purchases $34K–$160K; sales $50K–$100K | 6 | 1 | −$66.0K to $110K≈ | 2022-02-17 | — |
| MIXED | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Purchases $34K–$160K; sales $50K–$100K | 6 | 1 | −$66.0K to $110K≈ | 2220-04-07 | — |
| MIXED | ILPT | Industrial logistics Properties Trust - Common Shares of Beneficial Interest (IlPT) [ST] | Purchases $32K–$130K; sales $50K–$100K | 4 | 1 | −$68.0K to $80.0K≈ | 2022-01-27 | — |
| MIXED | IP | International Paper Company (IP) | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2018-02-08 | — |
| MIXED | PFE | Pfizer, Inc. (PFE) | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2018-02-08 | — |
| MIXED | UFS | Domtar Corporation (uFs) [sT] | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2019-02-05 | — |
| MIXED | NFG | National Fuel Gas Company (NFG) [ST] | Purchases $68K–$195K; sales $65K–$150K | 5 | 2 | −$82.0K to $130K≈ | 2022-09-30 | — |
| MIXED | KNOP | KNOT Offshore Partners LP Common Units representing Limited Partner Interests (KNOP) [ST] | Purchases $18K–$95K; sales $50K–$100K | 4 | 1 | −$82.0K to $45.0K≈ | 2022-08-02 | — |
| MIXED | NUE | Nucor Corporation (NUE) [ST] | Purchases $67K–$180K; sales $65K–$150K | 4 | 2 | −$83.0K to $115K≈ | 2022-11-02 | — |
| MIXED | SCHF | schwab International Equity ETF (sCHF) | Purchases $17K–$80K; sales $50K–$100K | 3 | 1 | −$83.0K to $30.0K≈ | 2016-11-23 | — |
| MIXED | TTE | TotalEnergies SE (TTE) [ST] | Purchases $17K–$80K; sales $50K–$100K | 3 | 1 | −$83.0K to $30.0K≈ | 2022-06-03 | — |
| MIXED | CNP | CenterPoint Energy, Inc (CNP) [sT] | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2018-09-19 | — |
| MIXED | ERIE | Erie Indemnity Company - Class a (ERIE) | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2017-03-28 | — |
| MIXED | HES | Hess Corporation (HES) [ST] | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2022-12-30 | — |
| MIXED | K | Kellogg Company (K) [ST] | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2023-03-01 | — |
| MIXED | PFF | iShares Preferred and Income Securities ETF (PFF) [ST] | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2023-03-02 | — |
| MIXED | PG | Procter & Gamble Company (PG) [ST] | Purchases $115K–$250K; sales $100K–$200K | 3 | 2 | −$85.0K to $150K≈ | 2022-10-07 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) | Purchases $65K–$150K; sales $65K–$150K | 2 | 2 | −$85.0K to $85.0K≈ | 2018-02-08 | — |
| MIXED | AEG | AEGON N.V. (AEG) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2022-03-07 | — |
| MIXED | FHLC | Fidelity MSCI Health Care Index ETF (FHLC) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2022-03-08 | — |
| MIXED | SCHA | schwab u.s. small-Cap ETF (sCHa) | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2018-02-08 | — |
| MIXED | TSN | Tyson Foods, Inc. (TSN) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2022-03-28 | — |
| MIXED | FDX | FedEx Corporation (FDX) | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2015-03-25 | — |
| MIXED | HUM | Humana Inc. (HuM) [sT] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2018-12-17 | — |
| MIXED | IWM | ishares Russell 2000 ETF (IWM) | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2018-02-08 | — |
| MIXED | XRX | Xerox Corporation (XRX) [sT] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2019-04-24 | — |
| MIXED | VGR | Vector Group Ltd. (VGR) [ST] | Purchases $28K–$245K; sales $51K–$115K | 14 | 2 | −$87.0K to $194K≈ | 2023-09-21 | — |
| MIXED | AA | Alcoa Corporation (AA) [ST] | Purchases $23K–$170K; sales $31K–$115K | 9 | 3 | −$92.0K to $139K≈ | 2022-09-28 | — |
| MIXED | T$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 $7K–$105K; sales $50K–$100K | 7 | 1 | −$93.0K to $55.0K≈ | 2024-12-06 | — |
| MIXED | CVI | CVR Energy Inc. (CVI) [ST] | Purchases $55K–$300K; sales $65K–$150K | 13 | 2 | −$95.0K to $235K≈ | 2020-11-10 | — |
| MIXED | VIASP | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) [ST] | Purchases $5K–$75K; sales $50K–$100K | 5 | 1 | −$95.0K to $25.0K≈ | 2024-12-06 | — |
| SELL | PNNT | PennantPark Investment Corporation - common stock (PNNT) | Purchases $2K–$30K; sales $50K–$100K | 2 | 1 | −$98.0K to −$20.0K net disposal≈ | 2014-09-19 | — |
| SELL | HCRB | Hartford Core Bond ETF (HCRB) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2022-03-08 | — |
| SELL | COP | ConocoPhillips (COP) | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2014-09-30 | — |
| SELL | DUKH | Duke Energy Corporation 5.125% Junior Subordinated Debentures due 2073 (DuKH) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-10-07 | — |
| SELL | PSX | Phillips 66 (PSX) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2022-04-25 | — |
| SELL | RCS | PIMCO strategic Income Fund, Inc. (RCs) | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2014-06-24 | — |
| SELL | SCHD | Schwab US Dividend Equity ETF (SCHD) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2023-03-08 | — |
| MIXED | ORI | Old Republic International Corporation (ORI) [ST] | Purchases $49K–$210K; sales $45K–$150K | 7 | 3 | −$101K to $165K≈ | 2022-05-12 | — |
| MIXED | NHI | National Health Investors, Inc. (NHI) [ST] | Purchases $98K–$295K; sales $100K–$200K | 7 | 2 | −$102K to $195K≈ | 2022-09-01 | — |
| MIXED | UVV | Universal Corporation (UVV) [ST] | Purchases $95K–$250K; sales $80K–$200K | 4 | 3 | −$105K to $170K≈ | 2022-07-14 | — |
| MIXED | MRK | Merck & Company, Inc. Common stock (MRK) | Purchases $16K–$65K; sales $65K–$150K | 2 | 2 | −$134K to $0≈ | 2017-11-21 | — |
| MIXED | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | Purchases $108K–$570K; sales $115K–$250K | 24 | 3 | −$142K to $455K≈ | 2026-01-12 | — |
| MIXED | FTR | Frontier Communications Corporation (FTR) | Purchases $21K–$140K; sales $66K–$165K | 7 | 3 | −$144K to $74.0K≈ | 2017-07-18 | — |
| MIXED | GIS | General Mills, Inc. (GIS) [ST] | Purchases $50K–$100K; sales $100K–$200K | 1 | 2 | −$150K to $0≈ | 2022-03-22 | — |
| MIXED | PBA | Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | Purchases $48K–$195K; sales $100K–$200K | 6 | 2 | −$152K to $95.0K≈ | 2025-03-07 | — |
| MIXED | OLP | One liberty Properties, Inc. (OlP) [ST] | Purchases $85K–$450K; sales $100K–$250K | 22 | 1 | −$165K to $350K≈ | 2022-01-20 | — |
| MIXED | EPD | Enterprise Products Partners L.P. (EPD) [ST] | Purchases $84K–$560K; sales $100K–$250K | 28 | 1 | −$166K to $460K≈ | 2022-06-23 | — |
| MIXED | MFC | Manulife Financial Corporation (MFC) [ST] | Purchases $82K–$230K; sales $100K–$250K | 5 | 1 | −$168K to $130K≈ | 2022-06-22 | — |
| MIXED | CAG | ConAgra Brands, Inc. (CAG) [ST] | Purchases $32K–$130K; sales $100K–$200K | 4 | 2 | −$168K to $30.0K≈ | 2022-03-28 | — |
| MIXED | FLO | Flowers Foods, Inc. (FLO) [ST] | Purchases $30K–$100K; sales $100K–$200K | 2 | 2 | −$170K to $0≈ | 2022-03-28 | — |
| MIXED | SO | Southern Company (SO) [ST] | Purchases $71K–$365K; sales $100K–$250K | 15 | 1 | −$179K to $265K≈ | 2020-08-31 | — |
| MIXED | DUK | Duke Energy Corporation (DUK) [ST] | Purchases $69K–$335K; sales $100K–$250K | 13 | 1 | −$181K to $235K≈ | 2024-12-06 | — |
| MIXED | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Purchases $76K–$615K; sales $76K–$265K | 34 | 6 | −$189K to $539K≈ | 2026-06-18 | — |
| MIXED | XOM | Exxon Mobil Corporation (XOM) [ST] | Purchases $55K–$175K; sales $100K–$250K | 6 | 1 | −$195K to $75.0K≈ | 2022-06-23 | — |
| MIXED | BP | BP p.l.c. (BP) [ST] | Purchases $53K–$445K; sales $100K–$250K | 25 | 1 | −$197K to $345K≈ | 2021-12-23 | — |
| SELL | SCHZ | Schwab uS Aggregate Bond ETF (SCHZ) [ST] | Purchases —; sales $100K–$200K | 0 | 2 | −$200K to −$100K net disposal≈ | 2022-02-15 | — |
| MIXED | PAA | Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests (PAA) [ST] | Purchases $80K–$325K; sales $115K–$300K | 10 | 2 | −$220K to $210K≈ | 2023-10-03 | — |
| MIXED | ET | Energy Transfer LP Common Units (ET) [ST] | Purchases $75K–$300K; sales $130K–$300K | 12 | 4 | −$225K to $170K≈ | 2025-06-24 | — |
| MIXED | GSK | GSK plc American Depositary Shares (GSK) [ST] | Purchases $111K–$615K; sales $150K–$350K | 27 | 2 | −$239K to $465K≈ | 2023-03-01 | — |
| MIXED | ADM | Archer-Daniels-Midland Company (ADM) [ST] | Purchases $60K–$200K; sales $115K–$300K | 4 | 2 | −$240K to $85.0K≈ | 2022-05-19 | — |
| SELL | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2022-10-14 | — |
| SELL | SCHX | Schwab U.S. Large-Cap ETF (SCHX) [ST] | Purchases $17K–$80K; sales $115K–$300K | 3 | 2 | −$283K to −$35.0K net disposal≈ | 2024-01-17 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $116K–$690K; sales $165K–$400K | 32 | 3 | −$284K to $525K≈ | 2023-08-02 | — |
| MIXED | MO | Altria Group, Inc. (MO) [ST] | Purchases $145K–$525K; sales $181K–$465K | 19 | 5 | −$320K to $344K≈ | 2024-01-16 | — |
| MIXED | CWEN.A | Clearway Energy, Inc. Class A (CWEN.A) [ST] | Purchases $141K–$465K; sales $201K–$465K | 15 | 4 | −$324K to $264K≈ | 2022-06-22 | — |
| MIXED | PPL | PPL Corporation (PPL) [ST] | Purchases $96K–$440K; sales $200K–$500K | 19 | 2 | −$404K to $240K≈ | 2022-03-14 | — |
| SELL | PM | Philip Morris International Inc (PM) [ST] | Purchases $47K–$180K; sales $200K–$500K | 5 | 2 | −$453K to −$20.0K net disposal≈ | 2022-03-23 | — |
filings incl. 2 paper: 135distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,016 · disclosed flow · trailing 12m: $105K–$400Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +22dmedian days between trade date and filing date, over rows that disclose both · late filings: 57rows 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 | Trades | Flow range |
|---|---|---|
| manufacturing | 255 | $3.8M–$11.4M |
| transport-utilities | 218 | $2.4M–$8.1M |
| finance-insurance-realestate | 113 | $1.3M–$4.3M |
| mining | 60 | $592K–$2M |
| retail | 10 | $178K–$495K |
| wholesale | 10 | $206K–$565K |
| services | 9 | $121K–$415K |
| ticker not resolved to an issuer coverage | 288 | $3.4M–$10.9M |
| issuer has no SIC on record coverage | 40 | $467K–$1.5M |
| no ticker disclosed coverage | 13 | Over $333K |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-07-10 | EFC$D | Sale | $15K–$50K | |
| 2026-07-10 | ARLP | Sale | $15K–$50K | |
| 2026-07-10 | EFC$D | Purchase | $1K–$15K |
Serves on: House Committee on Education and Workforce · House Committee on Oversight and Government Reform · House Committee on Rules (Chair)
No overlaps found within the MAPPED committee jurisdictions · 653 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 20 trades touch committees outside the jurisdiction mapping (HSED, HSGO, HSRU) — unanswerable there, not cleared.
| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | EFC$D | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Sale | EFC$D | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +22d | ||
| Sale | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +22d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +18d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +17d | ||
| Sale | PSA | Public Storage Common Stock (PSA) [ST] | — | $1K–$15K | Traded → Filed +25d | ||
| Sale | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | — | $50K–$100K | Traded → Filed +25d | ||
| Purchase | EFC | Ellington Financial Inc. Common Stock (EFC) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Purchase | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | — | $1K–$15K | Traded → Filed +12d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +17d | ||
| Purchase | EFC$D | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Sale | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +11d | ||
| Sale | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +11d | ||
| Purchase | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +25d | ||
| Purchase | EFC | Ellington Financial Inc. Common Stock (EFC) [ST] | — | $1K–$15K | Traded → Filed +3d | ||
| Sale | ET | Energy Transfer LP Common Units (ET) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +9d | ||
| Sale | BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | — | $1K–$15K | Traded → Filed +9d | ||
| Purchase | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Purchase | EFC | Ellington Financial Inc. Common Stock (EFC) [ST] | — | $1K–$15K | Traded → Filed +4d | ||
| Sale | ET | Energy Transfer LP Common Units (ET) [ST] | · partial (partial sale) | $50K–$100K | Traded → Filed +28d | ||
| Sale | PBA | Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | — | $50K–$100K | Traded → Filed +28d | ||
| Sale | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Sale | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +28d | ||
| Purchase | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | — | $1K–$15K | Traded → Filed +30d | ||
| Purchase | ET | Energy Transfer LP Common Units (ET) [ST] | — | $1K–$15K | Traded → Filed +12d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | — | $1K–$15K | Traded → Filed +17d | ||
| Purchase | EFC$D | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | — | $1K–$15K | Traded → Filed +7d | ||
| Purchase | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Purchase | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Sale | ASC | Ardmore Shipping Corporation Common Stock (ASC) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +31d | ||
| Sale | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +31d | ||
| Sale | PBA | Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | · partial (partial sale) | $50K–$100K | Traded → Filed +31d | ||
| Purchase | BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Purchase | PSA | Public Storage Common Stock (PSA) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Sale | VIASP | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) [ST] | — | $50K–$100K | Traded → Filed +31d | ||
| Purchase | DUK | Duke Energy Corporation (DUK) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Sale | T$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] | — | $50K–$100K | Traded → Filed +31d | ||
| Sale | ET | Energy Transfer LP Common Units (ET) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +31d | ||
| Purchase | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Sale | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +31d | ||
| Purchase | AEP | American Electric Power Company, Inc. (AEP) [ST] | — | $1K–$15K | Traded → Filed +31d | ||
| Purchase | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +21d | ||
| Purchase | ET | Energy Transfer LP Common Units (ET) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +22d | ||
| Purchase | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +27d | ||
| Purchase | T$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] | · JT (jointly owned) | $1K–$15K | Traded → Filed +40d | ||
| Purchase | HTGC | Hercules Capital, Inc. Common Stock (HTGC) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +20d | ||
| Purchase | EFC | Ellington Financial Inc. Common Stock (EFC) [ST] | — | $1K–$15K | Traded → Filed +21d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-07-10 | 3 | |
| 2026-06-02 | 1 | |
| 2026-03-02 | 1 | |
| 2026-02-06 | 2 | |
| 2026-01-05 | 1 | |
| 2025-12-01 | 3 | |
| 2025-10-06 | 3 | |
| 2025-09-08 | 2 | |
| 2025-07-03 | 3 | |
| 2025-06-03 | 2 | |
| 2025-04-04 | 6 | |
| 2025-03-03 | 2 | |
| 2025-01-06 | 15 | |
| 2024-12-11 | 4 | |
| 2024-11-12 | 1 | |
| 2024-10-21 | 1 | |
| 2024-09-04 | 4 | |
| 2024-08-06 | 4 | |
| 2024-06-06 | 6 | |
| 2024-05-06 | 4 | |
| 2024-04-10 | 3 | |
| 2024-03-07 | 16 | |
| 2024-02-05 | 11 | |
| 2024-01-04 | 4 | |
| 2023-12-05 | 7 | |
| 2023-11-07 | 8 | |
| 2023-10-06 | 8 | |
| 2023-09-05 | 3 | |
| 2023-07-28 | 1 | |
| 2023-07-07 | 2 | |
| 2023-06-02 | 11 | |
| 2023-05-01 | 1 | |
| 2023-04-04 | 12 | |
| 2023-03-03 | 8 | |
| 2023-02-03 | 2 | |
| 2023-01-03 | 9 | |
| 2023-01-03 | 27 | |
| 2022-12-06 | 10 | |
| 2022-11-03 | 5 | |
| 2022-10-12 | 27 | |
| 2022-09-08 | 57 | |
| 2022-08-05 | 17 | |
| 2022-07-05 | 25 | |
| 2022-06-04 | 20 | |
| 2022-05-04 | 38 | |
| 2022-04-05 | 27 | |
| 2022-03-07 | 23 | |
| 2022-02-04 | 27 | |
| 2022-01-05 | 6 | |
| 2021-12-03 | 12 | |
| 2021-11-02 | 9 | |
| 2021-10-04 | 4 | |
| 2021-09-03 | 9 | |
| 2021-08-02 | 4 | |
| 2021-07-02 | 1 | |
| 2021-06-03 | 8 | |
| 2021-05-05 | 7 | |
| 2021-04-07 | 3 | |
| 2021-03-03 | 14 | |
| 2021-02-01 | 4 | |
| 2021-01-08 | 9 | |
| 2020-12-02 | 3 | |
| 2020-11-06 | 4 | |
| 2020-10-05 | 6 | |
| 2020-09-04 | 4 | |
| 2020-08-10 | 4 | |
| 2020-07-08 | 4 | |
| 2020-06-06 | 4 | |
| 2020-05-04 | 7 | |
| 2020-04-01 | 5 | |
| 2020-03-03 | 3 | |
| 2020-02-03 | 4 | |
| 2020-01-06 | 4 | |
| 2019-12-03 | 4 | |
| 2019-11-12 | 3 | |
| 2019-10-07 | 4 | |
| 2019-09-12 | 3 | |
| 2019-08-08 | 3 | |
| 2019-07-02 | 4 | |
| 2019-06-03 | 4 | |
| 2019-05-10 | 7 | |
| 2019-04-03 | 7 | |
| 2019-03-07 | 21 | |
| 2019-02-05 | 10 | |
| 2019-01-07 | 11 | |
| 2018-12-04 | 4 | |
| 2018-11-05 | 5 | |
| 2018-10-05 | 9 | |
| 2018-09-10 | 6 | |
| 2018-08-10 | 5 | |
| 2018-07-09 | 8 | |
| 2018-06-12 | 8 | |
| 2018-05-10 | 7 | |
| 2018-04-11 | 9 | |
| 2018-03-07 | 19 | |
| 2018-02-09 | 3 | |
| 2018-01-08 | 2 | |
| 2017-12-12 | 10 | |
| 2017-11-08 | 10 | |
| 2017-10-12 | 5 | |
| 2017-09-01 | 8 | |
| 2017-08-09 | 3 | |
| 2017-07-11 | 3 | |
| 2017-05-09 | 1 | |
| 2017-04-11 | 16 | |
| 2017-03-07 | 11 | |
| 2017-02-03 | 3 | |
| 2017-01-05 | 11 | |
| 2016-12-02 | 10 | |
| 2016-11-01 | 6 | |
| 2016-10-07 | 8 | |
| 2016-09-02 | 4 | |
| 2016-07-01 | 1 | |
| 2016-06-06 | 1 | |
| 2016-04-04 | 3 | |
| 2016-03-07 | 17 | |
| 2016-02-04 | 9 | |
| 2016-01-05 | 1 | |
| 2015-12-03 | 2 | |
| 2015-10-06 | 1 | |
| 2015-09-08 | 11 | |
| 2015-08-12 | 11 | |
| 2015-05-07 | 9 | |
| 2015-04-03 | 12 | |
| 2015-03-09 | 6 | |
| 2015-02-09 | 7 | |
| 2015-01-08 | 5 | |
| 2014-11-06 | 3 | |
| 2014-10-08 | 6 | |
| 2014-08-07 | 10 | |
| 2014-07-08 | 4 | |
| 2014-06-10 | 2 | |
| 2014-05-07 | 1 |
No ACTIVE signals for this member in the retained window — 1 earlier signal was superseded inside it (amended away or no longer matching). See /signals.
PLANNED annual holdings · 13F overlap
| 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 |
|---|---|---|---|
| ARLP | 12 | $54K–$285K§ | 2026-06 |
| HTGC | 8 | $85K–$275K§ | 2026-01 |
| ET | 5 | $82K–$230K§ | 2025-06 |
| EFC | 4 | $4K–$60K§ | 2025-12 |
| EFC$D | 4 | $18K–$95K§ | 2026-06 |
| BMY | 2 | $2K–$30K§ | 2025-06 |
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
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.