Disclosed transactions
175 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Raúl M. Grijalva
Democrat — D–AZ-7 · U.S. House · serving since 2003 · member ID G000551Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 175 35 filings · 1 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 77 across every disclosed row
- Late filings
- 9 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, 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 reportALL 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 | OPY | Oppenheimer Holdings, Inc. Class a Common stock (OPY) | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation | 2015-04-10 | — |
| BUY | OGLYX | oppenheimer GLoBaL (oGLYX) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2015-04-10 | — |
| BUY | FVD | First Trust Vl Dividend (FVD) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-09-20 | — |
| BUY | MBLY | Mobileye N.V. Ordinary shares (MBlY) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-08-21 | — |
| BUY | SDLP | seadrill Partners llC Common units Representing limited liability Company Interests (sDlP) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-02-21 | — |
| BUY | SPY | sPDR s&P 500 (sPY) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-09-20 | — |
| BUY | VOT | Vanguard Mid-Cap Growth ETF - DNQ (VOT) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-09-20 | — |
| MIXED | INF | Brookfield Global listed Infrastructure Income Fund Closed End Fund (INF) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2014-09-10 | — |
| MIXED | BPAQF | BP PlC Ordinary shares (BPaQF) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2014-07-30 | — |
| MIXED | BTO | John Hancock Financial Opportunities Fund (BTO) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2016-09-19 | — |
| MIXED | MCHP | Microchip Technology Incorporated (MCHP) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2016-09-19 | — |
| MIXED | PETM | Petsmart, Inc (PETM) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2015-01-27 | — |
| MIXED | AA | alcoa Inc. (aa) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-05-08 | — |
| MIXED | BA | Boeing Company (Ba) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-02-12 | — |
| MIXED | BAC | Bank of america Corporation (BaC) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-05-08 | — |
| MIXED | BAX | Baxter International Inc. (BaX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-10-15 | — |
| MIXED | BGLYX | Brookfield Global Listed Infrastructure Fund (BGLYX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-09-10 | — |
| MIXED | CBOE | Cboe Global Markets, Inc. (CBOE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-12-17 | — |
| MIXED | CGO | Calamos Global Total Return Fund (CGO) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-10-15 | — |
| MIXED | CMLP | Crestwood Midstream Partners lP (CMlP) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-07-30 | — |
| MIXED | DD | E.I. du Pont de Nemours and Company (DD) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-07-30 | — |
| MIXED | DIS | Walt Disney Company (DIs) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-02-12 | — |
| MIXED | DLPH | Delphi automotive plc Ordinary shares (DlPH) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-07-29 | — |
| MIXED | DOOR | Masonite International Corporation Ordinary shares (DOOR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-02-12 | — |
| MIXED | EMC | EMC Corporation (EMC) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-10-30 | — |
| MIXED | FDX | FedEx Corporation (FDX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-01-13 | — |
| MIXED | FR | First Industrial Realty Trust, Inc. (FR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-04-10 | — |
| MIXED | GD | General Dynamics Corporation (GD) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-06-02 | — |
| MIXED | GLW | Corning Incorporated (GlW) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-05-11 | — |
| MIXED | GPC | Genuine Parts Company (GPC) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-07-29 | — |
| MIXED | GRX | The Gabelli Healthcare & Wellness Trust Common shares of Beneficial Interest (GRX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | HON | Honeywell International Inc. (HON) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | HR | Healthcare Realty Trust Incorporated (HR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-05-11 | — |
| MIXED | IR | Ingersoll-Rand plc (IR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | KKR | KKR & Co. l.P. Common units Representing limited Partnership Interest (KKR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-04-28 | — |
| MIXED | KSS | Kohl's Corporation (Kss) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-04-06 | — |
| MIXED | LLY | Eli lilly and Company (llY) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | LYB | lyondellBasell Industries NV Ordinary shares Class a (lYB) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | MA | Mastercard Incorporated (Ma) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | MSFT | Microsoft Corporation (MsFT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | MTW | Manitowoc Company, Inc. (MTW) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-10-02 | — |
| MIXED | NKE | Nike, Inc. (NKE) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-05-20 | — |
| MIXED | PYPL | PayPal Holdings, Inc. (PYPl) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-09-03 | — |
| MIXED | QCOM | QualCOMM Incorporated (QCOM) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-05 | — |
| MIXED | SBUX | starbucks Corporation (sBuX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | SDRL | seadrill limited Ordinary shares (sDRl) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-07-30 | — |
| MIXED | SKX | skechers u.s.a., Inc. (sKX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | TXT | Textron Inc. (TXT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | UL | unilever PlC (ul) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| MIXED | WBA | Walgreens Boots alliance, Inc. (WBa) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-12-09 | — |
| MIXED | WY | Weyerhaeuser Company (WY) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-19 | — |
| SELL | CTY | Qwest Corporation 6.125% Notes due 2053 (CTY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-01-15 | — |
| SELL | DOW | Dow Chemical Company (DOW) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-12-09 | — |
| SELL | EEP | Enbridge Energy, l.P. Class a Common units (EEP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-02-21 | — |
| SELL | MMM | 3M Company (MMM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-16 | — |
| SELL | TEX | Terex Corporation (TEX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-30 | — |
| SELL | UPS | united Parcel service, Inc. (uPs) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-04-10 | — |
| SELL | WFC | Wells Fargo & Company (WFC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-19 | — |
| MIXED | HQL | Teklalife sciences Investors (HQl) | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2016-09-19 | — |
| MIXED | AAPL | apple Inc. (aaPl) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2016-09-19 | — |
| MIXED | GLD | SPDR Gold Trust (GLD) [OT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-08-25 | — |
| MIXED | MYL | Mylan N.V. (MYl) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2016-09-19 | — |
| MIXED | AMGN | amgen Inc. (aMGN) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-05-11 | — |
| MIXED | GILD | Gilead sciences, Inc. (GIlD) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-05-20 | — |
| MIXED | IBM | International Business Machines Corporation (IBM) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-09-19 | — |
| MIXED | INTC | Intel Corporation (INTC) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-05-13 | — |
| MIXED | JDD | Nuveen Diversified Dividend and Income Fund shares of Beneficial Interest (JDD) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-09-15 | — |
| MIXED | V | Visa Inc. (V) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-09-19 | — |
| SELL | DE | Deere & Company (DE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-27 | — |
| SELL | PEP | Pepsico, Inc. (PEP) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-09-19 | — |
| SELL | PFE | Pfizer, Inc. (PFE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-09-19 | — |
| SELL | SYK | stryker Corporation (sYK) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-05-28 | — |
| SELL | WMB | Williams Companies, Inc. (WMB) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-07-30 | — |
| MIXED | UTX | united Technologies Corporation (uTX) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2016-09-19 | — |
| MIXED | AXP | american Express Company (aXP) | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2016-01-13 | — |
| MIXED | HD | Home Depot, Inc. (HD) | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2016-05-20 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +20dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 5.1above median — median 3.2
- Share ≤ $15K bracket
- 100%small-lot profile — median 69%
- Buy share of rows
- 47%≈ chamber — median 47%
- Self-owned share
- 0%family accounts — median 97%
filings incl. 1 paper: 35distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 175 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +20dmedian days between trade date and filing date, over rows that disclose both · late filings: 9rows 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 | 63 | $63K–$945K |
| finance-insurance-realestate | 28 | $28K–$420K |
| services | 12 | $12K–$180K |
| retail | 9 | $9K–$135K |
| transport-utilities | 5 | $5K–$75K |
| mining | 2 | $2K–$30K |
| wholesale | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 40 | $40K–$600K |
| issuer has no SIC on record coverage | 14 | $14K–$210K |
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 v1No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 121 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
175 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 | CBOE | Cboe Global Markets, Inc. (CBOE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +3d | ||
| Purchase | CBOE | Cboe Global Markets, Inc. (CBOE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | GLD | SPDR Gold Trust (GLD) [OT] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·331d | ||
| Purchase | GLD | SPDR Gold Trust (GLD) [OT] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·434d | ||
| Sale | GLD | SPDR Gold Trust (GlD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·323d | ||
| Purchase | GLD | SPDR Gold Trust (GlD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·426d | ||
| Purchase | VOT | Vanguard Mid-Cap Growth ETF - DNQ (VOT) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +15d | ||
| Purchase | FVD | First Trust Vl Dividend (FVD) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +15d | ||
| Purchase | SPY | sPDR s&P 500 (sPY) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +15d | ||
| Sale | AAPL | apple Inc. (aaPl) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | PEP | Pepsico, Inc. (PEP) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | PFE | Pfizer, Inc. (PFE) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | HQL | Teklalife sciences Investors (HQl) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | TXT | Textron Inc. (TXT) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | LLY | Eli lilly and Company (llY) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | IBM | International Business Machines Corporation (IBM) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | UL | unilever PlC (ul) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | V | Visa Inc. (V) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | WFC | Wells Fargo & Company (WFC) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | UTX | united Technologies Corporation (uTX) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | JPM | JP Morgan Chase & Co. (JPM) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | IR | Ingersoll-Rand plc (IR) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | MA | Mastercard Incorporated (Ma) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | MSFT | Microsoft Corporation (MsFT) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | BTO | John Hancock Financial Opportunities Fund (BTO) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | SBUX | starbucks Corporation (sBuX) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | GRX | The Gabelli Healthcare & Wellness Trust Common shares of Beneficial Interest (GRX) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | MCHP | Microchip Technology Incorporated (MCHP) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | WY | Weyerhaeuser Company (WY) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | MYL | Mylan N.V. (MYl) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | LYB | lyondellBasell Industries NV Ordinary shares Class a (lYB) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | HON | Honeywell International Inc. (HON) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | SKX | skechers u.s.a., Inc. (sKX) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Purchase | OGLYX | oppenheimer GLoBaL (oGLYX) | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·460d | ||
| Purchase | IBM | International Business Machines Corporation (IBM) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | V | Visa Inc. (V) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | GILD | Gilead sciences, Inc. (GIlD) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | HD | Home Depot, Inc. (HD) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Purchase | UTX | united Technologies Corporation (uTX) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | NKE | Nike, Inc. (NKE) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Purchase | LYB | lyondellBasell Industries NV Ordinary shares Class a (lYB) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | HD | Home Depot, Inc. (HD) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | IR | Ingersoll-Rand plc (IR) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | TXT | Textron Inc. (TXT) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | KSS | Kohl's Corporation (Kss) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | DIS | Walt Disney Company (DIs) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | BA | Boeing Company (Ba) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | DOOR | Masonite International Corporation Ordinary shares (DOOR) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Purchase | HQL | Teklalife sciences Investors (HQl) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Purchase | UL | unilever PlC (ul) | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d |
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 175 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2021-12-20 | 1 | |
| 2021-12-15 | 1 | |
| 2021-07-22 | 2 | |
| 2021-07-14 | 2 | |
| 2016-10-05 | 3 | |
| 2016-09-28 | 24 | |
| 2016-07-13 | 1 | |
| 2016-06-09 | 6 | |
| 2016-05-04 | 5 | |
| 2016-03-03 | 6 | |
| 2016-02-08 | 5 | |
| 2016-01-04 | 4 | |
| 2015-11-02 | 4 | |
| 2015-10-05 | 5 | |
| 2015-09-03 | 3 | |
| 2015-08-13 | 9 | |
| 2015-07-06 | 1 | |
| 2015-06-25 | 3 | |
| 2015-06-10 | 12 | |
| 2015-05-14 | 7 | |
| 2015-05-14 | 1 | |
| 2015-03-02 | 3 | |
| 2015-02-02 | 8 | |
| 2014-11-12 | 3 | |
| 2014-10-06 | 4 | |
| 2014-09-03 | 3 | |
| 2014-08-07 | 13 | |
| 2014-08-07 | 1 | |
| 2014-07-09 | 16 | |
| 2014-07-09 | 2 | |
| 2014-07-01 | 2 | |
| 2014-06-11 | 5 | |
| 2014-03-03 | 3 | |
| 2014-02-05 | 7 |
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 |
|---|---|---|
| 2014-05-08 | paper filing — needs OCR retained and counted; zero machine-readable rows |