Disclosed transactions
255 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Scott Franklin
Republican — R–FL-18 · U.S. House · serving since 2021 · House Committee on Appropriations, House Committee on Science, Space, and Technology · member ID F000472Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 255 28 filings · 6 paper · retained
- Net flow · 12m
- −$26.0K to $208K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 57 across every disclosed row
- Late filings
- 39 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 ·§25Q1 purchases hatched: 9% of the bound rests on unparsed amounts · gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: purchases Over $87K, sales $1.1M–$5.2M; 25Q2: purchases $1K–$15K, sales $656K–$1.6M; 25Q3: purchases $18K–$95K, sales $69K–$210K; 25Q4: purchases $104K–$260K, no sales; 26Q1: no purchases, sales $52K–$130K; 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 · 21 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 | LUBYX | Lord Abbott Ultra Short Bond CL I (LUBYX) [OT] | Purchases $116K–$315K; sales $1K–$15K | 3 | 1 | $101K to $314K net accumulation | 2024-08-06 | — |
| BUY | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases $69K–$210K; sales $1K–$15K | 6 | 1 | $54.0K to $209K net accumulation≈ | 2025-02-18 | — |
| BUY | IVV | iShares Core S&P 500 ETF (IVV) [OT] | Purchases $53K–$145K; sales — | 4 | 0 | $53.0K to $145K net accumulation≈ | 2025-10-14 | — |
| BUY | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchases $53K–$145K; sales — | 4 | 0 | $53.0K to $145K net accumulation≈ | 2025-10-14 | — |
| BUY | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-09-25 | — |
| BUY | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2025-02-26 | — |
| BUY | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | CB | Chubb Limited Common Stock (CB) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | GD | General Dynamics Corporation Common Stock (GD) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | ITW | Illinois Tool Works Inc. Common Stock (ITW) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-09-25 | — |
| BUY | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) [AB] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) [AB] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 | — |
| BUY | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchases $34K–$160K; sales — | 6 | 0 | $34.0K to $160K net accumulation≈ | 2025-08-04 | — |
| BUY | FCNTX | Fidelity Contrafund (FCNTX) [CS] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation | 2022-09-13 | — |
| BUY | IVW | iShares S&P 500 Growth ETF (IVW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-09-13 | — |
| BUY | SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) [AB] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-08-07 | — |
| SELL | FFRHX | FIDELITY FLOATING HIGH RATE INCOME (FFRHX) [OT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2024-08-06 | — |
| SELL | FMCSX | Fidelity Mid-Cap Stock Fund (FMCSX) [AB] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-09-11 | — |
| MIXED | FQAL | FIDELITY QUALITY FACTOR ETF (FQAL) [OT] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-08-06 | — |
| MIXED | ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) [OT] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-08-06 | — |
| SELL | BRK.A | Berkshire Hathaway Inc. (BRK.A) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-02-21 | — |
| SELL | DGRO | ISHARES TRUST CORE DIVID GWTH (DGRO) [OT] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-08-06 | — |
| SELL | PNC | PNC Financial Services Group, Inc. (PNC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-02-15 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2025-06-16 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2025-06-16 | — |
| SELL | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) [OT] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-08-06 | — |
| MIXED | HSY | The Hershey Company Common Stock (HSY) [ST] | Purchases $52K–$130K; sales $52K–$130K | 3 | 3 | −$78.0K to $78.0K≈ | 2026-02-10 | — |
| MIXED | HD | Home Depot, Inc. (HD) [ST] | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2025-06-16 | — |
| MIXED | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2025-06-16 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2023-02-15 | — |
| MIXED | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Purchases $3K–$45K; sales $30K–$100K | 3 | 2 | −$97.0K to $15.0K≈ | 2025-06-16 | — |
| MIXED | PG | Procter & Gamble Company (PG) [ST] | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2025-06-16 | — |
| SELL | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2024-08-07 | — |
| SELL | V | Visa Inc. (V) [ST] | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2025-06-16 | — |
| SELL | VZ | Verizon Communications Inc. (VZ) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2023-02-15 | — |
| MIXED | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchases $52K–$130K; sales $67K–$180K | 3 | 4 | −$128K to $63.0K≈ | 2025-08-04 | — |
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases $1K–$15K; sales $52K–$130K | 1 | 3 | −$129K to −$37.0K net disposal≈ | 2025-06-16 | — |
| SELL | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2024-08-06 | — |
| MIXED | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | Purchases $52K–$130K; sales $68K–$195K | 3 | 5 | −$143K to $62.0K≈ | 2025-01-28 | — |
| SELL | DFS | Discover Financial Services Common Stock (DFS) [ST] | Purchases —; sales $66K–$165K | 0 | 3 | −$165K to −$66.0K net disposal≈ | 2024-08-06 | — |
| MIXED | FBKWX | Fidelity Advisor Total Bond CL Z (FBKWX) [AB] | Purchases $116K–$315K; sales $116K–$315K | 3 | 3 | −$199K to $199K≈ | 2024-08-07 | — |
| MIXED | WMT | Walmart Inc. Common Stock (WMT) [ST] | Purchases $17K–$80K; sales $62K–$230K | 3 | 6 | −$213K to $18.0K≈ | 2025-06-16 | — |
| SELL | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Purchases $1K–$15K; sales $81K–$215K | 1 | 4 | −$214K to −$66.0K net disposal≈ | 2025-06-16 | — |
| SELL | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | Purchases —; sales $81K–$215K | 0 | 4 | −$215K to −$81.0K net disposal≈ | 2024-08-06 | — |
| SELL | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Purchases $17K–$80K; sales $83K–$245K | 3 | 6 | −$228K to −$3.0K net disposal≈ | 2025-07-22 | — |
| SELL | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $16K–$65K; sales $75K–$250K | 2 | 5 | −$234K to −$10.0K net disposal≈ | 2025-06-16 | — |
| SELL | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases $1K–$15K; sales $63K–$245K | 1 | 7 | −$244K to −$48.0K net disposal≈ | 2025-06-16 | — |
| SELL | IJR | ISHARES CORE S&P SMALL CAP E (IJR) [OT] | Purchases —; sales $103K–$245K | 0 | 5 | −$245K to −$103K net disposal≈ | 2024-08-06 | — |
| SELL | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Purchases $16K–$65K; sales $117K–$280K | 2 | 5 | −$264K to −$52.0K net disposal≈ | 2025-06-16 | — |
| SELL | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases $1K–$15K; sales $96K–$265K | 1 | 5 | −$264K to −$81.0K net disposal≈ | 2025-06-16 | — |
| SELL | QQQ | INVESCO QQQ TR UNIT SER 1 (QQQ) [OT] | Purchases —; sales $153K–$395K | 0 | 5 | −$395K to −$153K net disposal≈ | 2024-08-06 | — |
| SELL | SBUX | Starbucks Corporation - Common Stock (SBUX) [ST] | Purchases $33K–$145K; sales $170K–$475K | 5 | 8 | −$442K to −$25.0K net disposal≈ | 2024-08-14 | — |
| SELL | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | Purchases —; sales $1.5M–$6.1M | 0 | 3 | −$6.1M to −$1.5M net disposal | 2025-04-10 | — |
| SELL | BRP | The Baldwin Insurance Group, Inc. - Class A Common Stock (BRP) [ST] | Purchases —; sales $3.5M–$16M | 0 | 5 | −$16.0M to −$3.5M net disposal≈ | 2024-05-08 | — |
| SELL | KVUE | Kenvue Inc. Common Stock (KVUE) [ST] | Purchases —; sales Over $2K | 0 | 3 | at most −$2.0K net disposal≈ | 2025-06-16 | — |
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
- 12far above median — median 3.2
- Share ≤ $15K bracket
- 53%larger lots — median 69%
- Buy share of rows
- 46%≈ chamber — median 47%
- Self-owned share
- 46%family accounts — median 97%
filings incl. 6 paper: 28distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 255 · disclosed flow · trailing 12m: $156K–$390Ksum 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: 39rows 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 | 73 | Over $828K |
| retail | 43 | $534K–$1.7M |
| transport-utilities | 25 | $403K–$1.1M |
| services | 20 | $279K–$835K |
| finance-insurance-realestate | 16 | $1.7M–$6.6M |
| ticker not resolved to an issuer coverage | 52 | $5.3M–$23.4M |
| no ticker disclosed coverage | 21 | Over $357K |
| issuer has no SIC on record coverage | 5 | $153K–$395K |
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 · House Committee on Science, Space, and Technology
No overlaps found within the MAPPED committee jurisdictions · 131 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 46 trades touch committees outside the jurisdiction mapping (HSAP, HSSY) — unanswerable there, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
255 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 | HSY | The Hershey Company Common Stock (HSY) [ST] | — | $1K–$15K | Traded → Filed +13d | ||
| Sale | HSY | The Hershey Company Common Stock (HSY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +13d | ||
| Sale | HSY | The Hershey Company Common Stock (HSY) [ST] | — | $50K–$100K | Traded → Filed +13d | ||
| Purchase | IVV | iShares Core S&P 500 ETF (IVV) [OT] | — | $1K–$15K | Traded → Filed +8d | ||
| Purchase | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +8d | ||
| Purchase | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | — | $50K–$100K | Traded → Filed +8d | ||
| Purchase | IVV | iShares Core S&P 500 ETF (IVV) [OT] | — | $50K–$100K | Traded → Filed +8d | ||
| Purchase | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Purchase | IVV | iShares Core S&P 500 ETF (IVV) [OT] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +8d | ||
| Purchase | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Purchase | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Sale | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | — | $15K–$50K | Traded → Filed +10d | ||
| Sale | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Sale | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | — | $15K–$50K | Traded → Filed +10d | ||
| Sale | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | — | $50K–$100K | Traded → Filed +9d | ||
| Sale | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | — | $1K–$15K | Traded → Filed +9d | ||
| Sale | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | KVUE | Kenvue Inc. Common Stock (KVUE) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | PG | Procter & Gamble Company (PG) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | MCD | McDonald's Corporation Common Stock (MCD) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | PEP | Pepsico, Inc. (PEP) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | HD | Home Depot, Inc. (HD) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | V | Visa Inc. (V) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | WMT | Walmart Inc. Common Stock (WMT) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| Purchase | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·281d | ||
| Purchase | ITW | Illinois Tool Works Inc. Common Stock (ITW) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·281d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) [AB] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) [AB] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | HD | Home Depot, Inc. (HD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | GD | General Dynamics Corporation Common Stock (GD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | MCD | McDonald's Corporation Common Stock (MCD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | WMT | Walmart Inc. Common Stock (WMT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | FBKWX | Fidelity Advisor Total Bond CL Z (FBKWX) [AB] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d | ||
| Purchase | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d |
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 255 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-02-23 | 3 | |
| 2025-10-22 | 6 | |
| 2025-08-14 | 7 | |
| 2025-07-31 | 3 | |
| 2025-07-14 | 16 | |
| 2025-07-03 | 35 | |
| 2025-06-02 | 1 | |
| 2025-04-17 | 1 | |
| 2025-04-11 | 2 | |
| 2025-03-18 | 12 | |
| 2025-02-23 | 2 | |
| 2024-10-15 | 4 | |
| 2024-08-20 | 73 | |
| 2024-06-02 | 1 | |
| 2024-04-23 | 2 | |
| 2023-10-12 | 24 | |
| 2023-05-23 | 18 | |
| 2023-03-07 | 20 | |
| 2022-10-11 | 22 | |
| 2022-03-03 | 1 | |
| 2021-06-01 | 1 | |
| 2021-03-26 | 1 |
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 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| NVO | 6 | $34K–$160K§ | 2025-08 |
| UNP | 4 | $53K–$145K§ | 2025-10 |
| UPS | 4 | $53K–$145K§ | 2025-07 |
| ADP | 3 | $52K–$130K§ | 2024-09 |
| AMZN | 3 | $52K–$130K§ | 2025-02 |
| BWIN | 3 | $1.5M–$6.1M§ | 2025-04 |
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 |
|---|---|---|
| 2022-04-08 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-10-20 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-06-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-06-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-06-08 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-05-20 | paper filing — needs OCR retained and counted; zero machine-readable rows |