John Hoeven

Republican — R–ND · U.S. Senate · serving since 2011 · Senate Committee on Indian Affairs, Senate Committee on Agriculture, Nutrition, and Forestry, Senate Committee on Appropriations, Senate Committee on Energy and Natural Resources · member ID H001061Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗

Disclosures: 215
Net flow · 12m: —
Distinct tickers: 104
Late filings: 15

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 ranges

24Q4

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 · 1 date-anomaly rows excluded (impossible trade dates) · source: House Clerk + Senate eFD

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 · 31 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for John Hoeven
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	BSTZ	BlackRock Science and Technology Trust II	Purchases $200K–$500K; sales —	2	0	$200K to $500K net accumulation	2019-11-19	—
BUY	CSCO	Cisco Systems, Inc.	Purchases $200K–$500K; sales —	2	0	$200K to $500K net accumulation≈	2017-01-20	—
BUY	PEP	Pepsico, Inc.	Purchases $200K–$500K; sales —	2	0	$200K to $500K net accumulation≈	2017-01-20	—
BUY	PRU	Prudential Financial, Inc.	Purchases $200K–$450K; sales —	3	0	$200K to $450K net accumulation≈	2019-11-19	—
BUY	MCD	McDonald's Corp.	Purchases $200K–$400K; sales —	4	0	$200K to $400K net accumulation≈	2016-08-22	—
BUY	IVZ	Invesco Ltd.	Purchases $200K–$400K; sales $15K–$50K	4	1	$150K to $385K net accumulation≈	2019-11-05	—
BUY	SBUX	Starbucks Corporation	Purchases $150K–$350K; sales —	2	0	$150K to $350K net accumulation≈	2017-04-21	—
BUY	WMT	Walmart Inc.	Purchases $150K–$350K; sales —	2	0	$150K to $350K net accumulation≈	2018-03-05	—
BUY	AJG	Arthur J Gallagher & Co. (NYSE)	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2014-10-20	—
BUY	AVGO	Broadcom Limited	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2017-12-29	—
BUY	BIV	Vanguard Intermediate-Term Bond Index Fund ETF Sha	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2019-12-31	—
BUY	BMEZ	BlackRock Health Sciences Trust II	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2020-01-29	—
BUY	CG	The Carlyle Group LP (NASDAQ)	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2013-04-29	—
BUY	CMI	Cummins Inc. (NYSE)	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2014-10-20	—
BUY	DPS	Dr Pepper Snapple Group, Inc.	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2017-07-26	—
BUY	EL	The Est (NYSE)	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2014-08-25	—
BUY	HON	Honeywell International Inc. (NYSE)	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2014-11-06	—
BUY	KO	The Coca-Cola Company	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2017-01-20	—
BUY	NKE	NKE-NKE-NKE-NIKE, Inc.	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2016-12-29	—
BUY	PG	The Procter & Gamble Company	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2017-01-20	—
BUY	AAPL	Apple Inc.	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-01-04	—
BUY	AMZN	Amazon.com, Inc.	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2018-06-01	—
BUY	CCI	Crown Castle International Corp. (REIT)	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-03-22	—
BUY	DOW	Dow Inc.	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-08-22	—
BUY	FB	Facebook, Inc.	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2017-05-17	—
BUY	LYB	LyondellBasell Industries N.V.	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-02-27	—
BUY	MET	MetLife, Inc.	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-03-22	—
BUY	VFC	V.F. Corporation	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2017-01-23	—
BUY	XOM	Exxon Mobil Corporation	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-11-05	—
BUY	XSLV	Invesco S&P SmallCap Low Volatility ETF	Purchases $100K–$200K; sales —	2	0	$100K to $200K net accumulation≈	2019-03-08	—
BUY	KDP	Keurig Dr Pepper Inc.	Purchases $65K–$150K; sales —	2	0	$65.0K to $150K net accumulation≈	2019-04-25	—
BUY	ADP	Automatic Data Processing, Inc.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2016-02-09	—
BUY	CE	Celanese Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-05-30	—
BUY	CTSH	Cognizant Technology Solutions Corporation (NASDAQ)	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2014-02-19	—
BUY	CVX	Chevron Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-11-04	—
BUY	EXC	Exelon Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-11-04	—
BUY	FCNTX	Fidelity Contrafund	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-03-22	—
BUY	FLMVX	JPMorgan Mid Cap Value L	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-03-22	—
BUY	HAS	Hasbro Inc.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2016-08-22	—
BUY	INTC	Intel Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2017-01-20	—
BUY	JETS	US Global Jets ETF	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2018-01-24	—
BUY	MDLZ	Mondelez International, Inc.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2017-04-24	—
BUY	MPC	Marathon Petroleum Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-12-31	—
BUY	NFLX	Netflix, Inc.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-09-24	—
BUY	PRNHX	T. Rowe Price New Horizons	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-03-22	—
BUY	SLB	Schlumberger Limited	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-12-31	—
BUY	TGT	Target Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-03-22	—
BUY	TJX	The TJX Companies, Inc.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2016-08-23	—
BUY	TWO	Two Harbors Investment Corp.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-11-04	—
BUY	UA-C	Under Armour, Inc. Class C Comm	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2016-06-28	—
BUY	VFIJX	Vanguard GNMA Fund Admiral Shares	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2019-12-31	—
BUY	VZ	Verizon Communications Inc.	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2017-01-20	—
BUY	YUM	Yum! Brands, Inc. (NYSE)	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2014-08-25	—
BUY	NOG	Northern Oil and Gas, Inc. (AMEX)	Purchases $30K–$100K; sales —	2	0	$30.0K to $100K net accumulation≈	2015-01-16	—
BUY	GOOG	Alphabet Inc.	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2016-03-07	—
BUY	KTB	Kontoor Brands, Inc.	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2019-09-24	—
MIXED	GIS	General Mills, Inc.	Purchases $100K–$250K; sales $50K–$100K	1	1	$0 to $200K≈	2018-05-23	—
MIXED	BUD	Anheuser-Busch InBev SA/NV	Purchases $100K–$200K; sales $50K–$100K	2	1	$0 to $150K≈	2018-12-27	—
MIXED	DWDP	DowDuPont Inc.	Purchases $100K–$200K; sales $50K–$100K	2	1	$0 to $150K≈	2018-12-27	—
MIXED	FDX	FedEx Corporation	Purchases $50K–$100K; sales $15K–$50K	1	1	$0 to $85.0K≈	2018-12-27	—
MIXED	CDK	CDK Global, Inc. (NASDAQ)	Purchases —; sales —	0	0	$0≈	2014-10-01	—
MIXED	KMP	Kinder Morgan Energy Partners, L.P. (NYSE)	Purchases —; sales —	0	0	$0≈	2013-05-01	—
MIXED	KRFT	Kraft Foods Group, Inc. (NASDAQ)	Purchases —; sales —	0	0	$0≈	2015-07-06	—
SELL	GTX	Garrett Motion Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal	2019-12-23	—
SELL	REZI	Resideo Technologies, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2019-12-23	—
MIXED	BX	The Blackstone Group L.P.	Purchases $200K–$500K; sales $100K–$250K	2	1	−$50.0K to $400K≈	2018-12-27	—
MIXED	CAT	Caterpillar Inc.	Purchases $200K–$450K; sales $100K–$250K	3	1	−$50.0K to $350K≈	2018-08-03	—
MIXED	T	AT&T Inc.	Purchases $100K–$200K; sales $65K–$150K	2	2	−$50.0K to $135K≈	2018-12-27	—
MIXED	AMGN	Amgen Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-01-20	—
MIXED	BMY	Bristol-Myers Squibb Company	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-01-20	—
MIXED	CVS	CVS Health Corporation	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2019-07-23	—
MIXED	KSS	Kohl's Corporation	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-04-20	—
MIXED	MRK	Merck & Co., Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-01-25	—
MIXED	PFE	Pfizer Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-01-20	—
MIXED	UA	Under Armour, Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2016-12-16	—
SELL	PRPFX	Permanent Portfolio (NASDAQ)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2015-03-18	—
SELL	UAA	UAA-Under Armour, Inc. Class A Comm	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-12-16	—
SELL	USB	U.S. Bancorp	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-12-22	—
SELL	VSAT	ViaSat, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-12-22	—
MIXED	IBM	International Business Machines Corporation	Purchases $200K–$400K; sales $115K–$300K	4	2	−$100K to $285K≈	2019-10-21	—
MIXED	F	Ford Motor Company	Purchases $150K–$350K; sales $100K–$250K	2	1	−$100K to $250K≈	2017-05-15	—
SELL	COH	Coach, Inc. (NYSE)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2015-01-06	—
SELL	CSX	CSX Corporation	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2016-12-28	—
SELL	FCX	Freeport-McMoRan Inc. (NYSE)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2015-01-06	—
MIXED	BA	The Boeing Company (NYSE)	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2014-09-29	—
MIXED	JCI	Johnson Controls Inc.	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2016-08-22	—
MIXED	MDU	MDU Resources Group, Inc.	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2016-11-23	—
MIXED	NGG	National Grid plc	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-09-21	—
MIXED	QCOM	QUALCOMM Incorporated	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-09-21	—
MIXED	SPG	Simon Property Group, Inc.	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-04-20	—
MIXED	TAP	Molson Coors Brewing Company	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2018-12-27	—
MIXED	VLO	Valero Energy Corporation	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2016-12-16	—
MIXED	UPS	United Parcel Service, Inc.	Purchases $100K–$200K; sales $100K–$250K	2	1	−$150K to $100K≈	2019-07-23	—
MIXED	RL	Ralph Lauren Corporation	Purchases $50K–$100K; sales $100K–$250K	1	1	−$200K to $0≈	2016-08-19	—
SELL	CTL	CenturyLink, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2016-12-16	—
SELL	DEO	Diageo plc	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2016-12-19	—
SELL	JNJ	Johnson & Johnson	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2017-01-20	—
SELL	KHC	The Kraft Heinz Company	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2019-12-23	—
SELL	TGBAX	Templeton Global Bond Fund Advisor Class	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2019-12-23	—
SELL	UNP	Union Pacific Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2016-12-22	—
SELL	WFC	Wells Fargo & Company	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2016-12-23	—
MIXED	WTW	Weight Watchers International, Inc.	Purchases $317K–$780K; sales $280K–$600K	7	3	−$283K to $500K≈	2018-12-27	—
MIXED	ABBV	AbbVie Inc.	Purchases $200K–$450K; sales $200K–$500K	3	2	−$300K to $250K≈	2017-01-20	—
SELL	IRET	Investors Real Estate Trust	Purchases —; sales $150K–$350K	0	2	−$350K to −$150K net disposal≈	2016-04-28	—

Trading profile

VS SENATE MEDIAN · TICK = MEDIAN · 68 MEMBERS

Filing lag (median)median days between trade date and filing date, over rows that disclose both: +13dfaster than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing: 2.8below median — median 2.9
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000: 4%larger lots — median 60%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars: 67%above median — median 49%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 98%mostly self-owned — median 28%

filings incl. 12 paper: 89distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 215 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +13dmedian days between trade date and filing date, over rows that disclose both · late filings: 15rows filed past the STOCK Act's 45-day window

Medians are per member across the 68 Senate 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

Disclosed transactions by issuer sector
Sector	Trades	Flow range
manufacturing	81	$5.8M–$13.3M
finance-insurance-realestate	31	$2M–$4.7M
retail	17	$950K–$2M
transport-utilities	16	$895K–$2.1M
mining	6	$330K–$800K
services	4	$165K–$350K
wholesale	1	$1K–$15K
no ticker disclosed coverage	31	$12.2M–$54.9M
ticker not resolved to an issuer coverage	25	$1.6M–$3.5M
issuer has no SIC on record coverage	3	$300K–$750K

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

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-09-14 · jurisdiction mapping v1

Serves on: Senate Committee on Indian Affairs · Senate Committee on Agriculture, Nutrition, and Forestry · Senate Committee on Appropriations · Senate Committee on Energy and Natural Resources

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 155 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

215 rows · filed date desc · as of 2026-09-14 13:21 UTC

All disclosed transactions for John Hoeven
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	—	Northwest Respiratory Services, LLC	—	$5M–$25M	no ticker	Traded 2021-07-23 → Filed 2021-08-11 +19d	eFD ↗
Purchase	—	Westbrand, Inc.	—	$1K–$15K	no ticker	Traded 2020-04-29 → Filed 2020-04-30 +1d	eFD ↗
Purchase	—	Westbrand, Inc.	—	$15K–$50K	no ticker	Traded 2020-04-02 → Filed 2020-04-03 +1d	eFD ↗
Purchase	BMEZ	BlackRock Health Sciences Trust II	—	$100K–$250K		Traded 2020-01-29 → Filed 2020-02-24 +26d	eFD ↗
Purchase	SLB	Schlumberger Limited	—	$50K–$100K		Traded 2019-12-31 → Filed 2020-01-09 +9d	eFD ↗
Purchase	VFIJX	Vanguard GNMA Fund Admiral Shares	—	$50K–$100K		Traded 2019-12-31 → Filed 2020-01-09 +9d	eFD ↗
Purchase	BIV	Vanguard Intermediate-Term Bond Index Fund ETF Sha	—	$100K–$250K		Traded 2019-12-31 → Filed 2020-01-09 +9d	eFD ↗
Purchase	MPC	Marathon Petroleum Corporation	—	$50K–$100K		Traded 2019-12-31 → Filed 2020-01-09 +9d	eFD ↗
Sale	KHC	The Kraft Heinz Company	—	$100K–$250K		Traded 2019-12-23 → Filed 2020-01-09 +17d	eFD ↗
Sale	GTX	Garrett Motion Inc.	—	$1K–$15K		Traded 2019-12-23 → Filed 2020-01-09 +17d	eFD ↗
Sale	TGBAX	Templeton Global Bond Fund Advisor Class	—	$100K–$250K		Traded 2019-12-23 → Filed 2020-01-09 +17d	eFD ↗
Sale	REZI	Resideo Technologies, Inc.	—	$1K–$15K		Traded 2019-12-23 → Filed 2020-01-09 +17d	eFD ↗
Purchase	BSTZ	BlackRock Science and Technology Trust II	—	$100K–$250K		Traded 2019-11-19 → Filed 2019-12-12 +23d	eFD ↗
Purchase	PRU	Prudential Financial, Inc.	—	$100K–$250K		Traded 2019-11-19 → Filed 2019-12-12 +23d	eFD ↗
Purchase	XOM	Exxon Mobil Corporation	—	$50K–$100K		Traded 2019-11-05 → Filed 2019-11-20 +15d	eFD ↗
Purchase	IVZ	Invesco Ltd.	—	$50K–$100K		Traded 2019-11-05 → Filed 2019-11-20 +15d	eFD ↗
Purchase	TWO	Two Harbors Investment Corp.	—	$50K–$100K		Traded 2019-11-04 → Filed 2019-11-20 +16d	eFD ↗
Purchase	EXC	Exelon Corporation	—	$50K–$100K		Traded 2019-11-04 → Filed 2019-11-20 +16d	eFD ↗
Purchase	XOM	Exxon Mobil Corporation	—	$50K–$100K		Traded 2019-11-04 → Filed 2019-11-20 +16d	eFD ↗
Purchase	CVX	Chevron Corporation	—	$50K–$100K		Traded 2019-11-04 → Filed 2019-11-20 +16d	eFD ↗
Purchase	—	Blackridge Financial, Inc.	—	$5M–$25M	no ticker	Traded 2019-10-28 → Filed 2019-11-06 +9d	eFD ↗
Purchase	IBM	International Business Machines Corporation	—	$50K–$100K		Traded 2019-10-21 → Filed 2019-10-24 +3d	eFD ↗
Purchase	—	Westbrand, Inc. stock	—	$15K–$50K	no ticker	Traded 2019-10-03 → Filed 2019-10-03 +0d	eFD ↗
Purchase	NFLX	Netflix, Inc.	—	$50K–$100K		Traded 2019-09-24 → Filed 2019-09-25 +1d	eFD ↗
Purchase	KTB	Kontoor Brands, Inc.	—	$15K–$50K		Traded 2019-09-24 → Filed 2019-09-25 +1d	eFD ↗
Purchase	DOW	Dow Inc.	—	$50K–$100K		Traded 2019-08-22 → Filed 2019-08-23 +1d	eFD ↗
Sale	CVS	CVS Health Corporation	—	$50K–$100K		Traded 2019-07-23 → Filed 2019-08-15 +23d	eFD ↗
Sale	UPS	United Parcel Service, Inc.	—	$100K–$250K		Traded 2019-07-23 → Filed 2019-08-15 +23d	eFD ↗
Purchase	BSTZ	BlackRock Science and Technology Trust II	—	$100K–$250K		Traded 2019-06-26 → Filed 2019-07-09 +13d	eFD ↗
Purchase	DOW	Dow Inc.	—	$50K–$100K		Traded 2019-05-30 → Filed 2019-06-03 +4d	eFD ↗
Purchase	CE	Celanese Corporation	—	$50K–$100K		Traded 2019-05-30 → Filed 2019-06-03 +4d	eFD ↗
Purchase	WTW	Weight Watchers International, Inc.	· SP (spouse-owned)	$15K–$50K	amendment pending	Traded 2018-11-07 → Filed 2019-05-08 LATE·182d	eFD ↗
Sale	WTW	Weight Watchers International, Inc.	· SP (spouse-owned)	$15K–$50K	amendment pending	Traded 2018-01-19 → Filed 2019-05-08 LATE·474d	eFD ↗
Purchase	WTW	Weight Watchers International, Inc.	· SP (spouse-owned)	$1K–$15K	amendment pending	Traded 2017-12-21 → Filed 2019-05-08 LATE·503d	eFD ↗
Purchase	WTW	Weight Watchers International, Inc.	· SP (spouse-owned)	$1K–$15K	amendment pending	Traded 2017-12-21 → Filed 2019-05-08 LATE·503d	eFD ↗
Purchase	KDP	Keurig Dr Pepper Inc.	—	$15K–$50K		Traded 2019-04-25 → Filed 2019-04-29 +4d	eFD ↗
Purchase	—	Westbrand, Inc.	—	$15K–$50K	no ticker	Traded 2019-04-09 → Filed 2019-04-12 +3d	eFD ↗
Purchase	KDP	Keurig Dr Pepper Inc.	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	FCNTX	Fidelity Contrafund	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	IVZ	Invesco Ltd.	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	TGT	Target Corporation	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	FLMVX	JPMorgan Mid Cap Value L	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	PRNHX	T. Rowe Price New Horizons	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	MET	MetLife, Inc.	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	CCI	Crown Castle International Corp. (REIT)	—	$50K–$100K		Traded 2019-03-22 → Filed 2019-04-09 +18d	eFD ↗
Purchase	XSLV	Invesco S&P SmallCap Low Volatility ETF	—	$50K–$100K		Traded 2019-03-08 → Filed 2019-04-09 +32d	eFD ↗
Purchase	XSLV	Invesco S&P SmallCap Low Volatility ETF	—	$50K–$100K		Traded 2019-03-08 → Filed 2019-03-22 +14d	eFD ↗
Purchase	LYB	LyondellBasell Industries N.V.	—	$50K–$100K		Traded 2019-02-27 → Filed 2019-03-07 +8d	eFD ↗
Purchase	AAPL	Apple Inc.	—	$50K–$100K		Traded 2019-01-04 → Filed 2019-01-11 +7d	eFD ↗
Sale	T	AT&T Inc.	· partial (partial sale, member-owned)	$15K–$50K		Traded 2018-12-27 → Filed 2019-01-11 +15d	eFD ↗

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 ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2021-08-11	1	eFD ↗
2020-04-30	1	eFD ↗
2020-04-03	1	eFD ↗
2020-02-24	1	eFD ↗
2020-01-09	8	eFD ↗
2019-12-12	2	eFD ↗
2019-11-20	6	eFD ↗
2019-11-06	1	eFD ↗
2019-10-24	1	eFD ↗
2019-10-03	1	eFD ↗
2019-09-25	2	eFD ↗
2019-08-23	1	eFD ↗
2019-08-15	2	eFD ↗
2019-07-09	1	eFD ↗
2019-06-03	2	eFD ↗
2019-05-08	4	eFD ↗
2019-04-29	1	eFD ↗
2019-04-12	1	eFD ↗
2019-04-09	9	eFD ↗
2019-03-22	1	eFD ↗
2019-03-07	1	eFD ↗
2019-01-11	9	eFD ↗
2018-10-19	1	eFD ↗
2018-10-03	1	eFD ↗
2018-08-24	1	eFD ↗
2018-08-03	2	eFD ↗
2018-07-10	1	eFD ↗
2018-06-14	3	eFD ↗
2018-06-04	2	eFD ↗
2018-05-09	1	eFD ↗
2018-03-29	2	eFD ↗
2018-03-13	3	eFD ↗
2018-02-21	2	eFD ↗
2018-02-14	1	eFD ↗
2018-01-31	1	eFD ↗
2018-01-09	2	eFD ↗
2017-09-27	3	eFD ↗
2017-08-07	1	eFD ↗
2017-07-26	1	eFD ↗
2017-07-24	1	eFD ↗
2017-05-30	4	eFD ↗
2017-05-05	4	eFD ↗
2017-05-03	6	eFD ↗
2017-04-19	2	eFD ↗
2017-03-06	5	eFD ↗
2017-01-25	16	eFD ↗
2016-12-27	1	eFD ↗
2016-12-22	5	eFD ↗
2016-12-20	7	eFD ↗
2016-12-07	3	eFD ↗
2016-08-29	6	eFD ↗
2016-07-12	4	eFD ↗
2016-05-16	2	eFD ↗
2016-05-12	4	eFD ↗
2016-04-22	1	eFD ↗
2016-03-25	4	eFD ↗
2016-03-02	1	eFD ↗
2016-02-08	3	eFD ↗
2016-01-12	1	eFD ↗
2016-01-07	1	eFD ↗
2015-12-29	1	eFD ↗
2015-12-21	1	eFD ↗
2015-12-16	4	eFD ↗
2015-11-30	5	eFD ↗
2015-09-08	3	eFD ↗
2015-08-03	2	eFD ↗
2015-03-09	2	eFD ↗
2015-01-21	2	eFD ↗
2015-01-20	2	eFD ↗
2014-12-29	1	eFD ↗
2014-11-18	2	eFD ↗
2014-10-22	6	eFD ↗
2014-09-22	4	eFD ↗
2014-05-08	4	eFD ↗
2014-05-08	4	eFD ↗
2014-04-23	2	eFD ↗
2014-03-11	4	eFD ↗

Signals

window 2026-06-16 → 2026-09-14

No 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

No tickers disclosed in the trailing 24 months.

Disclosed transactions

215 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

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.

Paper filings needing OCR for this member
Filed ▾	Status	Src
2014-01-08	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-11-14	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-08-23	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-07-19	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-07-12	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-04-08	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-02-12	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-12-27	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-11-14	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-10-22	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-09-26	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-08-24	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗