Disclosed transactions
1,546 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Lois Frankel
Democrat — D–FL-22 · U.S. House · serving since 2013 · House Committee on Appropriations · member ID F000462Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 1,546 120 filings · 4 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 354 across every disclosed row
- Late filings
- 21 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 rows with no parseable trade date excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 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 · 3 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 | TMK | Torchmark Corporation (TMK) [sT] | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation | 2018-11-20 | — |
| BUY | BBT | bb&T Corporation (bbT) [sT] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2019-05-22 | — |
| BUY | LMCK | Liberty Media Corporation - series C (LMCK) | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2015-01-07 | — |
| BUY | SHV | iShares Short Treasury Bond ETF (SHV) [ST] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2023-08-09 | — |
| BUY | LEA | Lear Corporation (LEA) [sT] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2018-11-06 | — |
| BUY | WLTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2021-09-23 | — |
| BUY | COG | Cabot oil & Gas Corporation (CoG) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-01-03 | — |
| BUY | FDN | First Trust DJ Internet Index Fund (FDN) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-03-21 | — |
| BUY | GLD | SPDR Gold Trust (GLD) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-10-04 | — |
| BUY | PCY | PowerShares Emerging Markets Sovereign Debt Portfolio (PCY) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-09-16 | — |
| BUY | PNR | Pentair plc. ordinary share (PNR) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-04-06 | — |
| BUY | VBR | Vanguard Small-Cap Value ETF - DNQ (VbR) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-03-22 | — |
| MIXED | D | Dominion Energy, Inc. (D) [ST] | Purchases $9K–$135K; sales $1K–$15K | 9 | 1 | −$6.0K to $134K≈ | 2023-09-08 | — |
| MIXED | GD | General Dynamics Corporation (GD) [ST] | Purchases $6K–$90K; sales $1K–$15K | 6 | 1 | −$9.0K to $89.0K≈ | 2023-09-08 | — |
| MIXED | SU | suncor Energy Inc. (su) [sT] | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2019-12-19 | — |
| MIXED | SWK | Stanley Black & Decker, Inc. (SWK) [ST] | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2022-06-29 | — |
| MIXED | KKR | KKR & Co. Inc. (KKR) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-09-08 | — |
| MIXED | LOW | Lowe's Companies, Inc. (LOW) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-09-08 | — |
| MIXED | MKL | Markel Group Inc. (MKL) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-09-08 | — |
| MIXED | MMC | Marsh & McLennan Companies, Inc. (MMC) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-09-08 | — |
| MIXED | ARE | Alexandria Real Estate Equities, Inc. (ARE) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | COLD | Americold Realty Trust, Inc. (COLD) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | CTRX | Catamaran Corporation (CTRX) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2015-07-09 | — |
| MIXED | CXW | CoreCivic, Inc. (CXW) [sT] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2018-07-16 | — |
| MIXED | HAIN | The Hain Celestial Group, Inc. (HAIN) [sT] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2018-11-09 | — |
| MIXED | HUN | Huntsman Corporation (HuN) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2021-08-12 | — |
| MIXED | KVUE | Kenvue Inc. (KVUE) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | MO | Altria Group, Inc. (Mo) [sT] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2019-03-20 | — |
| MIXED | NSA | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | POR | Portland General Electric Co (POR) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | RGLD | Royal Gold, Inc. (RGLD) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | WRB | W.R. Berkley Corporation (WRB) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | AAPL | Apple Inc. (AAPL) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2014-06-12 | — |
| MIXED | ABBV | AbbVie Inc. (ABBV) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | BIO | Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | BOH | Bank of Hawaii Corporation (BOH) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-03-20 | — |
| MIXED | BURL | Burlington Stores, Inc. (BURL) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-07-28 | — |
| MIXED | ESL | Esterline Technologies Corporation (EsL) [sT] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2019-01-04 | — |
| MIXED | ETR | Entergy Corporation (ETR) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | KLAC | KLA Corporation (KLAC) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | LKQ | LKQ Corporation (LKQ) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | LNT | Alliant Energy Corporation (LNT) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | MSTR | Microstrategy Incorporated - Class A (MsTR) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2017-08-21 | — |
| MIXED | PCAR | PACCAR Inc. (PCAR) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-08 | — |
| MIXED | PPL | PPL Corporation (PPL) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-12-11 | — |
| MIXED | SPN | superior Energy services, Inc. (sPN) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2017-08-23 | — |
| MIXED | WMGI | Wright Medical Group N.V. - ordinary shares (WMGI) [sT] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2019-08-09 | — |
| MIXED | ADSK | Autodesk, Inc. (ADSK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-08 | — |
| MIXED | ALB | Albemarle Corporation (ALb) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-11-06 | — |
| MIXED | CCJ | Cameco Corporation (CCJ) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-07-29 | — |
| MIXED | CIEN | Ciena Corporation (CIEN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-11-20 | — |
| MIXED | CMI | Cummins Inc. (CMI) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-04-20 | — |
| MIXED | CRL | Charles River Laboratories International, Inc. (CRL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-08 | — |
| MIXED | DCI | Donaldson Company, Inc. (DCI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-11 | — |
| MIXED | DISCK | Discovery Communications, Inc. - series C (DIsCK) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-05-16 | — |
| MIXED | DVN | Devon Energy Corporation (DVN) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-02-17 | — |
| MIXED | ES | Eversource Energy (ES) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-08 | — |
| MIXED | EXPE | Expedia Group, Inc. (EXPE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-07 | — |
| MIXED | FLIR | FLIR Systems, Inc. (FLIR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-05 | — |
| MIXED | GNW | Genworth Financial Inc (GNW) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-06-12 | — |
| MIXED | HCN | Welltower Inc. (HCN) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-05-02 | — |
| MIXED | HSIC | Henry Schein, Inc. (HSIC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | IFF | International Flavors & Fragrances, Inc. (IFF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-08-09 | — |
| MIXED | IPGP | IPG Photonics Corporation (IPGP) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-01-06 | — |
| MIXED | KAR | KAR Auction services, Inc (KAR) [sT] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-07-11 | — |
| MIXED | LAMR | Lamar Advertising Company - Class A (LAMR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-08 | — |
| MIXED | MCO | Moody's Corporation (MCo) [sT] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-04-10 | — |
| MIXED | MHK | Mohawk Industries, Inc. (MHK) [sT] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-03-11 | — |
| MIXED | MSFT | Microsoft Corporation (MsFT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-06-12 | — |
| MIXED | NSC | Norfolk Southern Corporation (NSC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-08 | — |
| MIXED | TEL | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-08 | — |
| MIXED | UNFI | united Natural Foods, Inc. (uNFI) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-05-04 | — |
| MIXED | V | Visa Inc. (V) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-06-12 | — |
| MIXED | VAR | Varian Medical systems, Inc. (VAR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-05-01 | — |
| SELL | AA | Alcoa Inc. (AA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-08-11 | — |
| SELL | AAGIY | AIA Group, Ltd. sponsored American Depository Receipt (AAGIY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | AGNC | American Capital Agency Corp. (AGNC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-05-07 | — |
| SELL | AGU | Agrium Inc. (AGu) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | AIG | American International Group, Inc. New (AIG) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | ALLE | Allegion plc ordinary shares (ALLE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | ARNC | Arconic Inc. (ARNC) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-05-03 | — |
| SELL | ASX | Advanced semiconductor Engineering, Inc. (AsX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BAM | brookfield Asset Management Inc. (bAM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BASFY | bAsF sE American Depositary shares (bAsFY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BDN | brandywine Realty Trust (bDN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-27 | — |
| SELL | BG | bunge Limited bunge Limited (bG) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BHP | bHP billiton Limited (bHP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BIDU | baidu, Inc. - American Depositary shares, each representing one tenth Class A ordinary share (bIDu) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BIIB | biogen Idec Inc. (bIIb) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BTI | british American Tobacco Industries, p.l.c. Common stock ADR (bTI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | BW | babcock & Wilcox Enterprises, Inc. (bW) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-07-22 | — |
| SELL | CAOVY | China overseas Land&Invt Ltd unsponsored ADR (CAoVY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CBI | Chicago bridge & Iron Company N.V. (CbI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CCCGY | China Communications Constructions Group LTD beijing unsponsored ADR (CCCGY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CCE | Coca-Cola Enterprises, Inc. (CCE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-18 | — |
| SELL | CELG | Celgene Corporation (CELG) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CICHY | China Construction bank Corporation unsponsored ADR representing H shares (CICHY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CIG | Comp En De Mn Cemig ADs American Depositary shares (CIG) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CIT | CIT Group Inc (CIT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CLB | Core Laboratories N.V. (CLb) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CMCSK | Comcast Corporation - Class A special (CMCsK) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CME | CME Group Inc. - Class A (CME) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CNI | Canadian National Railway Company (CNI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CNQ | Canadian Natural Resources Limited (CNQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | COH | Coach, Inc. (CoH) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-08-12 | — |
| SELL | CP | Canadian Pacific Railway Limited (CP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | CPGX | Columbia Pipeline Group, Inc. (CPGX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-08-07 | — |
| SELL | DBD | Diebold, Incorporated (DbD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-08-27 | — |
| SELL | DFS | Discover Financial services (DFs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | DNFGY | Dongfeng Motor Group Co. Ltd unsponsored ADR Representing shs H (DNFGY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | ENH | Endurance specialty Holdings Ltd (ENH) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-10-19 | — |
| SELL | ESV | Ensco plc Class A ordinary shares (EsV) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | FANUY | Fanuc Corporation unsponsored ADR (FANuY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | FB | Facebook, Inc. - Class A (Fb) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | FLS | Flowserve Corporation (FLs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | FTV | Fortive Corporation (FTV) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-07-13 | — |
| SELL | GRA | W.R. Grace & Co. (GRA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-01-26 | — |
| SELL | IAA | IAA, Inc. (IAA) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-03-08 | — |
| SELL | IDCBY | Industrial & Commercial bank of China Ltd representing H shares unsponsored ADR (IDCbY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | INFY | Infosys Limited American Depositary shares (INFY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | ITUB | Itau unibanco banco Holding sA American Depositary shares (ITub) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | IVZ | Invesco Ltd (IVZ) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-12-11 | — |
| SELL | KMR | Kinder Morgan Management, LLC (KMR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | KSS | Kohl's Corporation (Kss) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-08-17 | — |
| SELL | KSU | Kansas City southern (Ksu) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | LDOS | Leidos Holdings, Inc. (LDos) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-01-28 | — |
| SELL | LO | Lorillard, Inc (Lo) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-06-12 | — |
| SELL | LYB | Lyondellbasell Industries NV ordinary shares Class A (LYb) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | MCHP | Microchip Technology Incorporated (MCHP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | NBR | Nabors Industries Ltd. (NbR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | NE | Noble Corporation ordinary shares (NE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | NEE | NextEra Energy, Inc. (NEE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | NMR | Nomura holdings Inc ADR American Depositary shares (NMR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-15 | — |
| SELL | NPSNY | Naspers Limited N shs sponsored American Depositary Receipt Representing Class N shares (NPsNY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | NVS | Novartis AG (NVs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | PEGFF | Pacific Rubiales Energy Corp New ordinary shares (PEGFF) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | POT | Potash Corporation of saskatchewan Inc. (PoT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | PRE | PartnerRe Ltd. (PRE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | PRLB | Proto Labs, Inc. Common stock (PRLb) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-25 | — |
| SELL | PRU | Prudential Financial, Inc. (PRu) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-07-27 | — |
| SELL | RIO | Rio Tinto Plc (RIo) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | RTN | Raytheon Company (RTN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | SAIC | sCIENCE APPLICATIoNs INTERNATIoNAL CoRPoRATIoN (sAIC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-08-07 | — |
| SELL | SPLS | staples, Inc. (sPLs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-12-08 | — |
| SELL | SSYS | stratasys, Ltd. (ssYs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | TCK | Teck Resources Ltd ordinary shares (TCK) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | TDS | Telephone and Data systems, Inc. Common shares (TDs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-10-30 | — |
| SELL | TFC | Truist Financial Corporation (TFC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-06-10 | — |
| SELL | TKR | Timken Company (TKR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | TS | Tenaris s.A. American Depositary shares (Ts) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | TSM | Taiwan semiconductor Manufacturing Company Ltd. (TsM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | TTM | Tata Motors Ltd Tata Motors Limited (TTM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | UBS | ubs AG (ubs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | UN | unilever NV (uN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | UPL | ultra Petroleum Corp. (uPL) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-07-09 | — |
| SELL | VALE | VALE s.A. American Depositary shares Each Representing one common share (VALE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-12 | — |
| SELL | VOD | Vodafone Group Plc - American Depositary shares each representing ten ordinary shares (VoD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-31 | — |
| MIXED | SO | Southern Company (SO) [ST] | Purchases $7K–$105K; sales $2K–$30K | 7 | 2 | −$23.0K to $103K≈ | 2023-09-08 | — |
| MIXED | APC | Anadarko Petroleum Corporation (APC) | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2018-03-08 | — |
| MIXED | CASY | Caseys General Stores, Inc. (CASY) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2023-09-08 | — |
| MIXED | CDK | CDK Global, Inc. (CDK) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2021-06-30 | — |
| MIXED | MAR | Marriott International - Class A (MAR) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2023-09-08 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2023-09-08 | — |
| MIXED | APA | Apache Corporation (APA) [sT] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2018-12-26 | — |
| MIXED | CBOE | Cboe Global Markets, Inc. (CBOE) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-09-08 | — |
| MIXED | CNDT | Conduent Incorporated (CNDT) [sT] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2019-05-13 | — |
| MIXED | COTY | Coty Inc. Class A (CoTY) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2018-02-01 | — |
| MIXED | DORM | Dorman Products, Inc. (DORM) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-09-08 | — |
| MIXED | DXC | DXC Technology Company (DXC) [sT] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2019-06-26 | — |
| MIXED | HON | Honeywell International Inc. (HON) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-09-08 | — |
| MIXED | INTC | Intel Corporation (INTC) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2021-12-08 | — |
| MIXED | NUVA | NuVasive, Inc. (NuVA) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-02-14 | — |
| MIXED | OA | orbital ATK, Inc. (oA) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2018-01-19 | — |
| MIXED | SYF | synchrony Financial (sYF) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2017-05-12 | — |
| MIXED | TYC | Tyco International plc (TYC) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2015-12-02 | — |
| MIXED | WAT | Waters Corporation (WAT) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-09-08 | — |
| MIXED | WU | Western union Company (Wu) [sT] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2019-05-09 | — |
| MIXED | AOS | A.O. Smith Corporation (AOS) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-08 | — |
| MIXED | BLUE | bluebird bio, Inc. (bLuE) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-12-11 | — |
| MIXED | CARG | CarGurus, Inc. - Class A (CARG) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-11-22 | — |
| MIXED | CCK | Crown Holdings, Inc. (CCK) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2015-02-04 | — |
| MIXED | CTSH | Cognizant Technology solutions Corporation - Class A (CTsH) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2016-12-14 | — |
| MIXED | DLPH | Delphi Automotive plc ordinary shares (DLPH) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2016-12-07 | — |
| MIXED | EXPD | Expeditors International of Washington, Inc. (EXPD) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-08 | — |
| MIXED | GXO | GXO Logistics, Inc. (GXO) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-07-27 | — |
| MIXED | HAL | Halliburton Company (HAL) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-08 | — |
| MIXED | HBAN | Huntington bancshares Incorporated (HbAN) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-02-05 | — |
| MIXED | MCD | McDonald's Corporation (MCD) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2015-01-21 | — |
| MIXED | NI | NiSource Inc (NI) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-03-19 | — |
| MIXED | OXY | occidental Petroleum Corporation (oXY) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-04-05 | — |
| MIXED | PDCE | PDC Energy, Inc. (PDCE) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-07-30 | — |
| MIXED | SBRA | sabra Health Care REIT, Inc. (sbRA) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-03-11 | — |
| MIXED | SSNC | SS&C Technologies Holdings, Inc. (SSNC) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-08 | — |
| MIXED | UBSI | united bankshares, Inc. (ubsI) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-03-11 | — |
| MIXED | ULTA | Ulta Beauty, Inc. (ULTA) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-08 | — |
| MIXED | VNT | Vontier Corporation (VNT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-08 | — |
| MIXED | WFT | Weatherford International, Ltd (WFT) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2014-06-12 | — |
| MIXED | XRAY | DENTSPLY SIRONA Inc. (XRAY) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-12-05 | — |
| MIXED | Y | Alleghany Corporation (Y) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-05-02 | — |
| MIXED | CNK | Cinemark Holdings Inc Cinemark Holdings, Inc. (CNK) [sT] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-02-21 | — |
| MIXED | FAST | Fastenal Company (FAsT) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2017-01-04 | — |
| MIXED | FHB | First Hawaiian, Inc. (FHb) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-09-10 | — |
| MIXED | HAS | Hasbro, Inc. (HAS) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-01-31 | — |
| MIXED | HCP | HCP, Inc. (HCP) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-05-04 | — |
| MIXED | HELE | Helen of Troy Limited (HELE) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-06-14 | — |
| MIXED | HST | Host Hotels (HST) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-09-27 | — |
| MIXED | HSY | The Hershey Company (HSY) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-09-08 | — |
| MIXED | ITC | ITC Holdings Corp. (ITC) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-02-12 | — |
| MIXED | LBRDK | Liberty Broadband Corporation - Class C (LBRDK) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-09-08 | — |
| MIXED | MAT | Mattel, Inc. (MAT) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2017-06-15 | — |
| MIXED | MTB | M&T Bank Corporation (MTB) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-09-08 | — |
| MIXED | NYCB | New York Community bancorp, Inc. (NYCb) [sT] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2018-06-15 | — |
| MIXED | OMC | omnicom Group Inc. (oMC) [sT] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2018-07-23 | — |
| MIXED | UBNT | ubiquiti Networks, Inc. (ubNT) [sT] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2019-04-24 | — |
| MIXED | WOR | Worthington Industries, Inc. (WoR) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-05-25 | — |
| SELL | AMAT | Applied Materials, Inc. (AMAT) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-01-27 | — |
| SELL | BRCM | broadcom Corporation - Class A (bRCM) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-12 | — |
| SELL | CBT | Cabot Corporation (CbT) [sT] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-12-04 | — |
| SELL | COV | Covidien plc. ordinary shares (CoV) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-11-12 | — |
| SELL | DGX | Quest Diagnostics Incorporated (DGX) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-06-20 | — |
| SELL | DIS | Walt Disney Company (DIs) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-11-19 | — |
| SELL | FAF | First American Corporation (FAF) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-09-08 | — |
| SELL | GL | Globe Life Inc. (GL) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-09-08 | — |
| SELL | GNC | GNC Holdings, Inc. Class A (GNC) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-05 | — |
| SELL | GPC | Genuine Parts Company (GPC) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2021-02-19 | — |
| SELL | HD | Home Depot, Inc. (HD) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-12 | — |
| SELL | HTZ | Hertz Global Holdings, Inc (HTZ) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-12 | — |
| SELL | IBM | International business Machines Corporation (IbM) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-06-08 | — |
| SELL | ITYBY | Imperial Tobacco Group plc sponsored ADR (ITYbY) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-04-30 | — |
| SELL | JNS | Janus Capital Group, Inc. Cmn stk (JNs) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-05-09 | — |
| SELL | LSXMK | Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-01-31 | — |
| SELL | NFG | National Fuel Gas Company (NFG) [sT] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-03-11 | — |
| SELL | ORI | old Republic International Corporation (oRI) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-02-18 | — |
| SELL | PAY | Verifone systems, Inc. (PAY) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-06-17 | — |
| SELL | RGT | Royce Global Value Trust, Inc. (RGT) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-08-09 | — |
| SELL | SRE | sempra Energy (sRE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-12-19 | — |
| SELL | SUI | Sun Communities, Inc. (SUI) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-09-08 | — |
| SELL | TE | TECo Energy, Inc. (TE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-09-09 | — |
| SELL | UPS | united Parcel service, Inc. (uPs) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-07-29 | — |
| SELL | WDAY | Workday, Inc. (WDAY) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-05-08 | — |
| SELL | WELL | Welltower Inc. (WELL) [sT] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-02-07 | — |
| SELL | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-08-10 | — |
| MIXED | DUK | Duke Energy Corporation (DUK) [ST] | Purchases $10K–$150K; sales $3K–$45K | 10 | 3 | −$35.0K to $147K≈ | 2023-09-08 | — |
| MIXED | PGR | Progressive Corporation (PGR) [ST] | Purchases $8K–$120K; sales $3K–$45K | 8 | 3 | −$37.0K to $117K≈ | 2023-09-08 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2023-09-08 | — |
| MIXED | PXD | Pioneer Natural Resources Company (PXD) [ST] | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2023-09-08 | — |
| MIXED | FANG | Diamondback Energy, Inc. (FANG) [ST] | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2023-09-08 | — |
| MIXED | MS | Morgan Stanley (MS) [ST] | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2023-09-08 | — |
| MIXED | PBF | PbF Energy Inc. Class A (PbF) [ST] | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2020-10-01 | — |
| MIXED | TGT | Target Corporation (TGT) [ST] | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2023-09-08 | — |
| MIXED | PLD | ProLogis, Inc. (PLD) [ST] | Purchases $9K–$135K; sales $15K–$50K | 9 | 1 | −$41.0K to $120K≈ | 2023-09-08 | — |
| MIXED | FE | FirstEnergy Corp. (FE) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2020-07-28 | — |
| MIXED | HXL | Hexcel Corporation (HXL) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2022-02-10 | — |
| MIXED | CL | Colgate-Palmolive Company (CL) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2022-09-07 | — |
| MIXED | FRC | FIRST REPUBLIC BANK (FRC) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2023-03-16 | — |
| MIXED | MON | Monsanto Company (MoN) | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2016-06-22 | — |
| MIXED | TWX | Time Warner Inc. New (TWX) | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2017-07-19 | — |
| MIXED | IT | Gartner, Inc. (IT) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-09-08 | — |
| MIXED | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-09-08 | — |
| MIXED | OLLI | Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2022-01-11 | — |
| MIXED | WSO | Watsco, Inc. (WSO) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-09-08 | — |
| MIXED | AVY | Avery Dennison Corporation (AVY) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-09-08 | — |
| MIXED | BWXT | BWX Technologies, Inc. (BWXT) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-09-08 | — |
| MIXED | CLX | Clorox Company (CLX) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-02-07 | — |
| MIXED | DG | Dollar General Corporation (DG) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-09-01 | — |
| MIXED | GMED | Globus Medical, Inc. Class A (GMED) [sT] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2018-06-19 | — |
| MIXED | HUBB | Hubbell Inc (HUBB) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-09-08 | — |
| MIXED | ZBH | Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-07-28 | — |
| MIXED | COP | ConocoPhillips (COP) [ST] | Purchases $5K–$75K; sales $15K–$50K | 5 | 1 | −$45.0K to $60.0K≈ | 2023-09-08 | — |
| SELL | COL | Rockwell Collins, Inc. (CoL) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2018-01-12 | — |
| SELL | CVX | Chevron Corporation (CVX) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-10-22 | — |
| SELL | HIG | Hartford Financial services Group, Inc. (HIG) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2018-03-14 | — |
| SELL | ORCL | oracle Corporation (oRCL) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2015-01-28 | — |
| SELL | RGC | Regal Entertainment Group Class A (RGC) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2018-01-09 | — |
| SELL | SON | Sonoco Products Company (SON) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2021-03-17 | — |
| SELL | STI | sunTrust banks, Inc. (sTI) [sT] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2019-06-26 | — |
| SELL | SYY | Sysco Corporation (SYY) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2020-07-23 | — |
| MIXED | SLB | schlumberger N.V. (sLb) [sT] | Purchases $7K–$105K; sales $4K–$60K | 7 | 4 | −$53.0K to $101K≈ | 2019-11-07 | — |
| MIXED | UNP | Union Pacific Corporation (UNP) [ST] | Purchases $6K–$90K; sales $4K–$60K | 6 | 4 | −$54.0K to $86.0K≈ | 2023-09-08 | — |
| MIXED | BAH | Booz Allen Hamilton Holding Corporation (BAH) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2023-09-08 | — |
| MIXED | IR | Ingersoll Rand Inc. (IR) [sT] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2020-03-05 | — |
| MIXED | RHHBY | Roche Holdings AG basel American Depositary Shares (RHHbY) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2021-09-10 | — |
| MIXED | SJM | J.M. smucker Company (sJM) | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2017-05-31 | — |
| MIXED | BAX | baxter International Inc. (bAX) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2020-05-27 | — |
| MIXED | BLK | BlackRock, Inc. (BLK) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2023-02-02 | — |
| MIXED | DEO | Diageo plc (DEO) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2023-09-08 | — |
| MIXED | EFX | Equifax, Inc. (EFX) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2021-02-25 | — |
| MIXED | EOG | EOG Resources, Inc. (EOG) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2020-10-28 | — |
| MIXED | FISV | Fiserv, Inc. (FISV) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2021-09-16 | — |
| MIXED | STOR | STORE Capital Corporation (STOR) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2020-07-16 | — |
| MIXED | ADI | Analog Devices, Inc. (ADI) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2023-09-08 | — |
| MIXED | DOX | Amdocs Limited - Ordinary Shares (DOX) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2020-08-14 | — |
| MIXED | HPP | Hudson Pacific Properties, Inc. (HPP) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2023-01-05 | — |
| MIXED | RAI | Reynolds American Inc (RAI) | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2015-10-14 | — |
| MIXED | STJ | st. Jude Medical, Inc. (sTJ) | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2016-05-05 | — |
| MIXED | WWD | Woodward, Inc. (WWD) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2021-09-23 | — |
| MIXED | ESRX | Express scripts Holding Company (EsRX) [sT] | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2018-10-03 | — |
| MIXED | CMCSA | Comcast Corporation - Class A (CMCSA) [ST] | Purchases $5K–$75K; sales $16K–$65K | 5 | 2 | −$60.0K to $59.0K≈ | 2023-09-08 | — |
| SELL | ABT | Abbott Laboratories (AbT) | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2017-10-11 | — |
| SELL | APTV | Aptiv PLC ordinary shares (APTV) [sT] | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2018-08-15 | — |
| SELL | MET | MetLife, Inc. (MET) [sT] | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2019-02-13 | — |
| SELL | VZ | Verizon Communications Inc. (VZ) | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2016-12-21 | — |
| MIXED | AON | Aon plc Class A Ordinary Shares (AON) [ST] | Purchases $4K–$60K; sales $16K–$65K | 4 | 2 | −$61.0K to $44.0K≈ | 2023-09-08 | — |
| MIXED | DD | DuPont de Nemours, Inc. (DD) [ST] | Purchases $10K–$150K; sales $5K–$75K | 10 | 5 | −$65.0K to $145K≈ | 2023-09-08 | — |
| MIXED | NXPI | NXP Semiconductors N.V. (NXPI) [ST] | Purchases $7K–$105K; sales $5K–$75K | 7 | 5 | −$68.0K to $100K≈ | 2023-09-08 | — |
| MIXED | BEN | Franklin Resources, Inc. (bEN) [sT] | Purchases $5K–$75K; sales $5K–$75K | 5 | 5 | −$70.0K to $70.0K≈ | 2019-09-25 | — |
| MIXED | USB | u.S. bancorp (uSb) [ST] | Purchases $5K–$75K; sales $5K–$75K | 5 | 5 | −$70.0K to $70.0K≈ | 2021-06-02 | — |
| MIXED | NSP | Insperity, Inc. (NSP) [ST] | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2023-08-07 | — |
| MIXED | FLR | Fluor Corporation (FLR) [ST] | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2023-09-08 | — |
| MIXED | ITW | Illinois Tool Works Inc. (ITW) [ST] | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2023-09-08 | — |
| MIXED | SEDG | SolarEdge Technologies, Inc. (SEDG) [ST] | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2023-08-04 | — |
| MIXED | HAE | Haemonetics Corporation (HAE) [ST] | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2021-05-07 | — |
| MIXED | TT | Trane Technologies plc (TT) [ST] | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2023-09-08 | — |
| SELL | NDAQ | Nasdaq, Inc. (NDAQ) [ST] | Purchases —; sales $5K–$75K | 0 | 5 | −$75.0K to −$5.0K net disposal≈ | 2023-09-08 | — |
| SELL | UI | Ubiquiti Inc. (UI) [ST] | Purchases —; sales $5K–$75K | 0 | 5 | −$75.0K to −$5.0K net disposal≈ | 2023-05-03 | — |
| SELL | XOM | Exxon Mobil Corporation (XoM) | Purchases —; sales $5K–$75K | 0 | 5 | −$75.0K to −$5.0K net disposal≈ | 2015-10-14 | — |
| MIXED | C | Citigroup, Inc. (C) [ST] | Purchases $9K–$135K; sales $6K–$90K | 9 | 6 | −$81.0K to $129K≈ | 2023-09-08 | — |
| MIXED | TXN | Texas Instruments Incorporated (TXN) [ST] | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2023-09-08 | — |
| MIXED | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases $5K–$75K; sales $6K–$90K | 5 | 6 | −$85.0K to $69.0K≈ | 2023-09-08 | — |
| MIXED | ADM | Archer-Daniels-Midland Company (ADM) [sT] | Purchases $4K–$60K; sales $6K–$90K | 4 | 6 | −$86.0K to $54.0K≈ | 2018-10-24 | — |
| MIXED | KMB | Kimberly-Clark Corporation (KMb) [ST] | Purchases $4K–$60K; sales $6K–$90K | 4 | 6 | −$86.0K to $54.0K≈ | 2022-02-22 | — |
| MIXED | TMO | Thermo Fisher Scientific Inc (TMO) [ST] | Purchases $3K–$45K; sales $6K–$90K | 3 | 6 | −$87.0K to $39.0K≈ | 2023-09-08 | — |
| SELL | TRV | The Travelers Companies, Inc. (TRV) [ST] | Purchases —; sales $6K–$90K | 0 | 6 | −$90.0K to −$6.0K net disposal≈ | 2021-03-18 | — |
| MIXED | AXP | American Express Company (AXP) [ST] | Purchases $9K–$135K; sales $7K–$105K | 9 | 7 | −$96.0K to $128K≈ | 2023-09-08 | — |
| MIXED | STT | State Street Corporation (STT) [ST] | Purchases $8K–$120K; sales $7K–$105K | 8 | 7 | −$97.0K to $113K≈ | 2020-10-01 | — |
| MIXED | MCK | McKesson Corporation (MCK) [ST] | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2023-09-08 | — |
| MIXED | PNC | PNC Financial Services Group, Inc. (PNC) [ST] | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2023-09-08 | — |
| MIXED | PPG | PPG Industries, Inc. (PPG) [ST] | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2023-04-26 | — |
| MIXED | CB | Chubb Limited (CB) [ST] | Purchases $6K–$90K; sales $7K–$105K | 6 | 7 | −$99.0K to $83.0K≈ | 2023-09-08 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $5K–$75K; sales $7K–$105K | 5 | 7 | −$100K to $68.0K≈ | 2022-02-22 | — |
| MIXED | HES | Hess Corporation (HES) [ST] | Purchases $4K–$60K; sales $7K–$105K | 4 | 7 | −$101K to $53.0K≈ | 2023-09-08 | — |
| MIXED | XEL | Xcel Energy Inc. (XEL) [ST] | Purchases $4K–$60K; sales $7K–$105K | 4 | 7 | −$101K to $53.0K≈ | 2023-09-08 | — |
| MIXED | FIS | Fidelity National Information Services, Inc. (FIS) [ST] | Purchases $3K–$45K; sales $7K–$105K | 3 | 7 | −$102K to $38.0K≈ | 2022-04-13 | — |
| MIXED | EPAM | EPAM Systems, Inc. (EPAM) [ST] | Purchases $2K–$30K; sales $7K–$105K | 2 | 7 | −$103K to $23.0K≈ | 2023-04-19 | — |
| MIXED | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases $2K–$30K; sales $7K–$105K | 2 | 7 | −$103K to $23.0K≈ | 2021-04-21 | — |
| MIXED | PM | Philip Morris International Inc (PM) [ST] | Purchases $2K–$30K; sales $7K–$105K | 2 | 7 | −$103K to $23.0K≈ | 2020-07-08 | — |
| MIXED | JCI | Johnson Controls International plc Ordinary Share (JCI) [ST] | Purchases $9K–$135K; sales $8K–$120K | 9 | 8 | −$111K to $127K≈ | 2023-09-06 | — |
| MIXED | CI | The Cigna Group (CI) [ST] | Purchases $11K–$165K; sales $20K–$125K | 11 | 6 | −$114K to $145K≈ | 2023-09-08 | — |
| MIXED | BSX | Boston Scientific Corporation (BSX) [ST] | Purchases $5K–$75K; sales $8K–$120K | 5 | 8 | −$115K to $67.0K≈ | 2023-09-08 | — |
| SELL | RVT | Royce Value Trust, Inc. (RVT) | Purchases —; sales $31K–$115K | 0 | 3 | −$115K to −$31.0K net disposal≈ | 2017-03-14 | — |
| MIXED | GIS | General Mills, Inc. (GIs) [sT] | Purchases $3K–$45K; sales $8K–$120K | 3 | 8 | −$117K to $37.0K≈ | 2019-06-05 | — |
| MIXED | DHR | Danaher Corporation (DHR) [ST] | Purchases $2K–$30K; sales $8K–$120K | 2 | 8 | −$118K to $22.0K≈ | 2022-10-12 | — |
| MIXED | LMT | Lockheed Martin Corporation (LMT) [ST] | Purchases $2K–$30K; sales $8K–$120K | 2 | 8 | −$118K to $22.0K≈ | 2022-01-19 | — |
| MIXED | MMM | 3M Company (MMM) | Purchases $2K–$30K; sales $8K–$120K | 2 | 8 | −$118K to $22.0K≈ | 2017-11-28 | — |
| MIXED | BR | Broadridge Financial Solutions, Inc. (BR) [ST] | Purchases $1K–$15K; sales $8K–$120K | 1 | 8 | −$119K to $7.0K≈ | 2023-09-08 | — |
| MIXED | NOC | Northrop Grumman Corporation (NOC) [ST] | Purchases $8K–$120K; sales $9K–$135K | 8 | 9 | −$127K to $111K≈ | 2023-09-08 | — |
| MIXED | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Purchases $5K–$75K; sales $9K–$135K | 5 | 9 | −$130K to $66.0K≈ | 2023-09-08 | — |
| MIXED | UTX | united Technologies Corporation (uTX) [sT] | Purchases $4K–$60K; sales $9K–$135K | 4 | 9 | −$131K to $51.0K≈ | 2018-08-29 | — |
| MIXED | CVS | CVs Health Corporation (CVs) | Purchases $1K–$15K; sales $9K–$135K | 1 | 9 | −$134K to $6.0K≈ | 2017-12-13 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $13K–$195K; sales $10K–$150K | 13 | 10 | −$137K to $185K≈ | 2023-09-08 | — |
| MIXED | WFC | Wells Fargo & Company (WFC) [sT] | Purchases $3K–$45K; sales $10K–$150K | 3 | 10 | −$147K to $35.0K≈ | 2020-03-11 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $2K–$30K; sales $22K–$155K | 2 | 8 | −$153K to $8.0K≈ | 2023-09-08 | — |
| MIXED | PFE | Pfizer, Inc. (PFE) [ST] | Purchases $8K–$120K; sales $11K–$165K | 8 | 11 | −$157K to $109K≈ | 2023-09-08 | — |
| MIXED | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases $3K–$45K; sales $11K–$165K | 3 | 11 | −$162K to $34.0K≈ | 2023-09-08 | — |
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
- +27dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 13far above median — median 3.2
- Share ≤ $15K bracket
- 99%small-lot profile — median 69%
- Buy share of rows
- 44%≈ chamber — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 4 paper: 120distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,546 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +27dmedian days between trade date and filing date, over rows that disclose both · late filings: 21rows 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 | 566 | $580K–$8.5M |
| finance-insurance-realestate | 306 | $362K–$4.7M |
| services | 151 | $151K–$2.3M |
| transport-utilities | 114 | $128K–$1.7M |
| retail | 61 | $61K–$915K |
| mining | 50 | $50K–$750K |
| wholesale | 39 | $39K–$585K |
| construction | 8 | $8K–$120K |
| ticker not resolved to an issuer coverage | 243 | $243K–$3.6M |
| issuer has no SIC on record coverage | 5 | $33K–$145K |
| no ticker disclosed coverage | 3 | Over $15K |
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 boundNo rankable disclosures in the trailing 90 days.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Appropriations
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 1,295 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
1,546 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 | JCI | Johnson Controls International plc Ordinary Share (JCI) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·356d | ||
| Sale | ADI | Analog Devices, Inc. (ADI) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | PNC | PNC Financial Services Group, Inc. (PNC) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | COLD | Americold Realty Trust, Inc. (COLD) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | MKL | Markel Group Inc. (MKL) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | ETR | Entergy Corporation (ETR) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | HSY | The Hershey Company (HSY) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | ARE | Alexandria Real Estate Equities, Inc. (ARE) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | BAH | Booz Allen Hamilton Holding Corporation (BAH) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | TT | Trane Technologies plc (TT) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | PLD | ProLogis, Inc. (PLD) [ST] | — | $15K–$50K | Traded → Filed +32d | ||
| Sale | ITW | Illinois Tool Works Inc. (ITW) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | AOS | A.O. Smith Corporation (AOS) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | DUK | Duke Energy Corporation (DUK) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | GL | Globe Life Inc. (GL) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | CI | The Cigna Group (CI) [ST] | — | $15K–$50K | Traded → Filed +32d | ||
| Sale | LBRDK | Liberty Broadband Corporation - Class C (LBRDK) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | BR | Broadridge Financial Solutions, Inc. (BR) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | DEO | Diageo plc (DEO) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | JPM | JP Morgan Chase & Co. (JPM) [ST] | — | $15K–$50K | Traded → Filed +32d | ||
| Sale | KLAC | KLA Corporation (KLAC) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | ABBV | AbbVie Inc. (ABBV) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | SSNC | SS&C Technologies Holdings, Inc. (SSNC) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | D | Dominion Energy, Inc. (D) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | MAR | Marriott International - Class A (MAR) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | JNJ | Johnson & Johnson (JNJ) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | WRB | W.R. Berkley Corporation (WRB) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | MMC | Marsh & McLennan Companies, Inc. (MMC) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | NSC | Norfolk Southern Corporation (NSC) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | HES | Hess Corporation (HES) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | SHW | Sherwin-Williams Company (SHW) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | TMO | Thermo Fisher Scientific Inc (TMO) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | COP | ConocoPhillips (COP) [ST] | — | $15K–$50K | Traded → Filed +32d | ||
| Sale | LOW | Lowe's Companies, Inc. (LOW) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | AON | Aon plc Class A Ordinary Shares (AON) [ST] | — | $15K–$50K | Traded → Filed +32d | ||
| Sale | PGR | Progressive Corporation (PGR) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | TGT | Target Corporation (TGT) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | MCK | McKesson Corporation (MCK) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | MCK | McKesson Corporation (MCK) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | XEL | Xcel Energy Inc. (XEL) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | WSO | Watsco, Inc. (WSO) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | POR | Portland General Electric Co (POR) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | FANG | Diamondback Energy, Inc. (FANG) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | BIO | Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | HAL | Halliburton Company (HAL) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | IT | Gartner, Inc. (IT) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | TEL | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | UNP | Union Pacific Corporation (UNP) [ST] | — | $1K–$15K | Traded → Filed +32d |
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 1,546 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2024-05-14 | 1 | |
| 2023-10-10 | 103 | |
| 2023-08-26 | 21 | |
| 2023-07-28 | 18 | |
| 2023-06-24 | 19 | |
| 2023-05-19 | 17 | |
| 2023-04-28 | 12 | |
| 2023-04-03 | 7 | |
| 2023-03-13 | 14 | |
| 2023-02-03 | 8 | |
| 2023-01-06 | 11 | |
| 2022-11-18 | 11 | |
| 2022-10-24 | 16 | |
| 2022-09-20 | 10 | |
| 2022-08-31 | 18 | |
| 2022-07-22 | 6 | |
| 2022-06-16 | 8 | |
| 2022-06-09 | 15 | |
| 2022-05-03 | 10 | |
| 2022-04-06 | 14 | |
| 2022-02-27 | 19 | |
| 2022-02-16 | 16 | |
| 2022-01-16 | 14 | |
| 2021-12-30 | 8 | |
| 2021-12-21 | 3 | |
| 2021-11-01 | 17 | |
| 2021-09-28 | 11 | |
| 2021-08-18 | 6 | |
| 2021-08-03 | 9 | |
| 2021-06-30 | 9 | |
| 2021-05-25 | 7 | |
| 2021-04-23 | 13 | |
| 2021-03-26 | 21 | |
| 2021-02-25 | 5 | |
| 2021-01-21 | 7 | |
| 2020-12-28 | 13 | |
| 2020-11-24 | 10 | |
| 2020-10-22 | 13 | |
| 2020-09-29 | 6 | |
| 2020-08-24 | 14 | |
| 2020-07-24 | 13 | |
| 2020-06-28 | 25 | |
| 2020-05-28 | 12 | |
| 2020-04-27 | 12 | |
| 2020-03-23 | 21 | |
| 2020-02-24 | 11 | |
| 2020-01-23 | 12 | |
| 2019-12-20 | 8 | |
| 2019-11-22 | 13 | |
| 2019-10-24 | 10 | |
| 2019-09-30 | 14 | |
| 2019-09-03 | 20 | |
| 2019-07-19 | 9 | |
| 2019-06-20 | 8 | |
| 2019-05-21 | 13 | |
| 2019-04-25 | 11 | |
| 2019-03-27 | 16 | |
| 2019-02-25 | 17 | |
| 2019-01-28 | 11 | |
| 2018-12-31 | 10 | |
| 2018-11-28 | 16 | |
| 2018-10-30 | 4 | |
| 2018-09-25 | 10 | |
| 2018-08-24 | 15 | |
| 2018-07-25 | 6 | |
| 2018-06-22 | 12 | |
| 2018-05-29 | 10 | |
| 2018-04-27 | 10 | |
| 2018-03-27 | 12 | |
| 2018-02-22 | 19 | |
| 2018-01-23 | 11 | |
| 2017-12-20 | 13 | |
| 2017-11-27 | 17 | |
| 2017-11-03 | 11 | |
| 2017-10-02 | 12 | |
| 2017-08-23 | 7 | |
| 2017-07-21 | 14 | |
| 2017-06-22 | 12 | |
| 2017-05-31 | 21 | |
| 2017-05-01 | 7 | |
| 2017-03-27 | 10 | |
| 2017-03-13 | 14 | |
| 2017-01-19 | 7 | |
| 2016-12-22 | 18 | |
| 2016-11-18 | 5 | |
| 2016-10-21 | 13 | |
| 2016-09-28 | 13 | |
| 2016-09-06 | 14 | |
| 2016-08-16 | 11 | |
| 2016-06-28 | 11 | |
| 2016-05-23 | 15 | |
| 2016-04-27 | 16 | |
| 2016-03-29 | 8 | |
| 2016-02-29 | 12 | |
| 2016-01-28 | 10 | |
| 2016-01-08 | 10 | |
| 2015-11-30 | 9 | |
| 2015-10-19 | 10 | |
| 2015-09-25 | 11 | |
| 2015-08-18 | 8 | |
| 2015-07-20 | 15 | |
| 2015-06-19 | 5 | |
| 2015-05-27 | 10 | |
| 2015-04-22 | 10 | |
| 2015-03-24 | 6 | |
| 2015-02-18 | 12 | |
| 2015-01-20 | 7 | |
| 2014-12-26 | 14 | |
| 2014-11-24 | 9 | |
| 2014-10-21 | 15 | |
| 2014-09-23 | 10 | |
| 2014-08-25 | 16 | |
| 2014-07-18 | 7 | |
| 2014-06-18 | 94 | |
| 2014-05-21 | 24 | |
| 2014-05-15 | 2 |
Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24mNo tickers disclosed in the trailing 24 months.
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.
| Filed ▾ | Status | Src |
|---|---|---|
| 2014-04-18 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-03-18 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-02-14 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-01-27 | paper filing — needs OCR retained and counted; zero machine-readable rows |