Disclosed transactions
92 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Michael Guest
Republican — R–MS-3 · U.S. House · serving since 2019 · House Committee on Appropriations, House Committee on Homeland Security, House Committee on Ethics · member ID G000591Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 92 23 filings · 3 paper · retained
- Net flow · 12m
- −$104K to $8.0K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 49 across every disclosed row
- Late filings
- 5 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 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $3K–$45K, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: purchases $1K–$15K, sales $3K–$45K; 26Q1: no purchases, sales $4K–$60K; 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 · 20 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 | 914476PV2 | Univ Mississippi MS Eductnl BLDG CORP REV CAMPUS IMPT DUE 11/01/2039 04.000% (914476PV2) [GS] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation | 2023-08-01 | — |
| BUY | MS | MISSISSIPPI DEV BK SPL OBLIG MISSISSIPPI GULF COAST CMNTY (MS) DUE 12/01/2039 03.375% JD [GS] | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2023-06-28 | — |
| BUY | 506120KP8 | Lafayette Cnty Miss Go Pub IMPT BDS 2023 DUE 06/01/2043 04.000% (506120KP8) [GS] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2023-08-01 | — |
| BUY | 784532JF1 | Univ Southern Mississippi ED BLDG CORP REV REF BDS 2017 DUE 03/01/2043 04.000% (784532JF1) [GS] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2023-08-01 | — |
| BUY | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-11-08 | — |
| BUY | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-02-20 | — |
| BUY | TSLA | Tesla, Inc. - Common Stock (TSLA) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-11-08 | — |
| BUY | UBER | Uber Technologies, Inc. (UBER) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-11-13 | — |
| BUY | XOM | ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-07-02 | — |
| BUY | T | AT&T Inc. (T) [ST] | Purchases $31K–$115K; sales $2K–$30K | 3 | 2 | $1.0K to $113K net accumulation≈ | 2023-08-01 | — |
| BUY | 605699PU5 | Mississippi St Univ Edl Bldg C REV BDS 2015 DUE 11/01/2044 04.000% (605699PU5) [GS] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-01 | — |
| BUY | AAPL | Apple Inc. (AAPL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | ABBV | AbbVie Inc. (ABBV) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | ALL | Allstate Corporation (ALL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | ANET | Arista Networks, Inc. (ANET) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-11-01 | — |
| BUY | GD | General Dynamics Corporation (GD) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | INSW | International Seaways, Inc. (INSW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-10-27 | — |
| BUY | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | LNC | Lincoln National Corporation (LNC) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | LOW | Lowe's Companies, Inc. (LOW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | MCD | McDonald's Corporation (MCD) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | MEDP | Medpace Holdings, Inc. (MEDP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-11-13 | — |
| BUY | MNDY | monday.com Ltd. - Ordinary Shares (MNDY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-11-08 | — |
| BUY | MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-10-20 | — |
| BUY | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | ORCL | Oracle Corporation (ORCL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | PR | Permian Resources Corporation Class A (PR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-09 | — |
| BUY | SWX | Southwest Gas Holdings, Inc. Common Stock (SWX) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | TSCO | Tractor Supply Company (TSCO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | UEC | Uranium Energy Corp. (UEC) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-10-25 | — |
| BUY | ULTA | Ulta Beauty, Inc. (ULTA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-11-13 | — |
| BUY | VLO | Valero Energy Corporation (VLO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| BUY | WMT | Walmart Inc. (WMT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-07 | — |
| MIXED | CHRD | Chord Energy Corporation - Common Stock (CHRD) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2026-01-09 | — |
| MIXED | ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-12-16 | — |
| MIXED | CVX | Chevron Corporation Common Stock (CVX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-12-16 | — |
| MIXED | DT | Dynatrace, Inc. Common Stock (DT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-01-09 | — |
| MIXED | ELF | e.l.f. Beauty, Inc. Common Stock (ELF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-12-16 | — |
| MIXED | EVVTY | EVOLUTION AB UNSP/ADR (EVVTY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-01-09 | — |
| SELL | BP | bP p.l.c. (bP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-01-22 | — |
| SELL | OTCM | OTC Markets Group Inc. Common Stock Class A (OTCM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-01-09 | — |
| SELL | PFE | Pfizer, Inc. (PFE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-01-11 | — |
| SELL | WDS | Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share (WDS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-12-21 | — |
| SELL | WTRG | Essential Utilities, Inc. (WTRG) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-01-11 | — |
| SELL | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-08-01 | — |
| SELL | KMI | Kinder Morgan, Inc. (KMI) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2023-08-01 | — |
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
- +26.5dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 4.6above median — median 3.2
- Share ≤ $15K bracket
- 71%small-lot profile — median 69%
- Buy share of rows
- 77%above median — median 47%
- Self-owned share
- 4%family accounts — median 97%
filings incl. 3 paper: 23distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 92 · disclosed flow · trailing 12m: $10K–$150Ksum 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: 5rows 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 | 22 | $22K–$330K |
| transport-utilities | 15 | $57K–$330K |
| services | 10 | $10K–$150K |
| retail | 7 | $7K–$105K |
| finance-insurance-realestate | 6 | $20K–$125K |
| mining | 5 | $19K–$110K |
| no ticker disclosed coverage | 20 | $616K–$1.5M |
| ticker not resolved to an issuer coverage | 7 | $84K–$260K |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-08-14 | XOM | Exchange | $1K–$15K | |
| 2026-08-14 | XOM | Exchange | $1K–$15K | |
| 2026-08-14 | CVX | Sale | $1K–$15K | |
| 2026-08-14 | ELF | Sale | $1K–$15K | |
| 2026-08-14 | ABNB | Sale | $1K–$15K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Appropriations · House Committee on Homeland Security · House Committee on Ethics (Chair)
No overlaps found within the MAPPED committee jurisdictions · 57 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 8 trades touch committees outside the jurisdiction mapping (HSAP, HSHM, HSSO) — 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
92 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 |
|---|---|---|---|---|---|---|---|
| Exchange | XOM | ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +43d | ||
| Exchange | XOM | ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +43d | ||
| Sale | CVX | Chevron Corporation Common Stock (CVX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·241d | ||
| Sale | ELF | e.l.f. Beauty, Inc. Common Stock (ELF) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·241d | ||
| Sale | ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·241d | ||
| Sale | CHRD | Chord Energy Corporation - Common Stock (CHRD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +39d | ||
| Sale | EVVTY | EVOLUTION AB UNSP/ADR (EVVTY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +39d | ||
| Sale | DT | Dynatrace, Inc. Common Stock (DT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +39d | ||
| Sale | OTCM | OTC Markets Group Inc. Common Stock Class A (OTCM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +39d | ||
| Purchase | MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | · DC (dependent-child-owned) | $1K–$15K | Traded → Filed +30d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | · DC (dependent-child-owned) | $1K–$15K | Traded → Filed +42d | ||
| Purchase | MNDY | monday.com Ltd. - Ordinary Shares (MNDY) [ST] | · DC (dependent-child-owned) | $1K–$15K | Traded → Filed +42d | ||
| Purchase | TSLA | Tesla, Inc. - Common Stock (TSLA) [ST] | · DC (dependent-child-owned) | $1K–$15K | Traded → Filed +42d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Purchase | EVVTY | EVOLUTION AB UNSP/ADR (EVVTY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | DT | Dynatrace, Inc. (DT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | UBER | Uber Technologies, Inc. (UBER) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | MEDP | Medpace Holdings, Inc. (MEDP) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | ULTA | Ulta Beauty, Inc. (ULTA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | ANET | Arista Networks, Inc. (ANET) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Purchase | INSW | International Seaways, Inc. (INSW) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Purchase | UEC | Uranium Energy Corp. (UEC) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | — | MISSISSIPPI DEV BK SPL OBLIG BDS 2018 (DUE 10/01/2037 03.750%) [GS] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +14d | |
| Purchase | PR | Permian Resources Corporation Class A (PR) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Purchase | AMZN | Amazon.com, Inc. (AMZN) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | SWX | Southwest Gas Holdings, Inc. Common Stock (SWX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | UBER | Uber Technologies, Inc. (UBER) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | AAPL | Apple Inc. (AAPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | ORCL | Oracle Corporation (ORCL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | GD | General Dynamics Corporation (GD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | NVDA | NVIDIA Corporation (NVDA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | TSCO | Tractor Supply Company (TSCO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | VLO | Valero Energy Corporation (VLO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | JNJ | Johnson & Johnson (JNJ) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | LOW | Lowe's Companies, Inc. (LOW) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | TSLA | Tesla, Inc. (TSLA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | ALL | Allstate Corporation (ALL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | ELF | e.l.f. Beauty, Inc. (ELF) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | JPM | JP Morgan Chase & Co. (JPM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | ABNB | Airbnb, Inc. - Class A (ABNB) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | MCD | McDonald's Corporation (MCD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | NEE | NextEra Energy, Inc. (NEE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | ABBV | AbbVie Inc. (ABBV) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | WMT | Walmart Inc. (WMT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | MSFT | Microsoft Corporation (MSFT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | LNC | Lincoln National Corporation (LNC) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | CVX | Chevron Corporation (CVX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | XOM | Exxon Mobil Corporation (XOM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | CHRD | Chord Energy Corporation (CHRD) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +19d |
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 92 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-14 | 5 | |
| 2026-02-17 | 4 | |
| 2025-11-19 | 1 | |
| 2024-12-20 | 3 | |
| 2024-03-12 | 1 | |
| 2023-12-11 | 5 | |
| 2023-11-20 | 3 | |
| 2023-08-23 | 36 | |
| 2023-07-14 | 4 | |
| 2023-04-14 | 4 | |
| 2023-02-24 | 3 | |
| 2023-01-19 | 10 | |
| 2022-09-14 | 1 | |
| 2022-07-26 | 1 | |
| 2022-06-22 | 1 | |
| 2022-05-22 | 3 | |
| 2022-05-02 | 2 | |
| 2022-03-18 | 1 | |
| 2021-11-03 | 2 | |
| 2020-04-03 | 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 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 |
|---|---|---|---|
| XOM | 2 | $2K–$30K§ | 2026-07 |
| ABNB | 1 | $1K–$15K§ | 2025-12 |
| AMZN | 1 | $1K–$15K§ | 2024-11 |
| CHRD | 1 | $1K–$15K§ | 2026-01 |
| CVX | 1 | $1K–$15K§ | 2025-12 |
| DT | 1 | $1K–$15K§ | 2026-01 |
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 |
|---|---|---|
| 2023-08-11 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2019-11-06 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2019-07-17 | paper filing — needs OCR retained and counted; zero machine-readable rows |