942 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: purchases $102K–$280K, sales $2.2M–$7.6M; 25Q1: purchases $100K–$250K, sales $500K–$1M; 25Q2: purchases $1.5M–$6M, no sales; 25Q3: no purchases, sales $60K–$200K; 25Q4: purchases $1.5M–$6M, sales $1.8M–$6.8M; 26Q1: purchases $250K–$500K, sales $1.7M–$3.5M; 26Q2: no purchases, sales $1.3M–$5.5M; 26Q3: purchases $410K–$1.1M, sales $233K–$970K
| 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 | EMR | Emerson Electric Company Common Stock (EMR) [ST] | Purchases $312K–$780K; sales — | 14 | 0 | $312K to $780K net accumulation | 2024-06-10 | — |
| BUY | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | Purchases $315K–$825K; sales $1K–$15K | 17 | 1 | $300K to $824K net accumulation≈ | 2024-06-17 | — |
| BUY | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases $314K–$810K; sales $1K–$15K | 16 | 1 | $299K to $809K net accumulation≈ | 2024-04-30 | — |
| BUY | ROK | Rockwell Automation, Inc. Common Stock (ROK) [ST] | Purchases $314K–$810K; sales $1K–$15K | 16 | 1 | $299K to $809K net accumulation≈ | 2024-06-10 | — |
| BUY | RTX | RTX Corporation Common Stock (RTX) [ST] | Purchases $310K–$750K; sales $1K–$15K | 12 | 1 | $295K to $749K net accumulation≈ | 2024-06-13 | — |
| BUY | DGRO | iShares Core Dividend Growth ETF (DGRO) [ST] | Purchases $269K–$610K; sales — | 6 | 0 | $269K to $610K net accumulation≈ | 2022-09-30 | — |
| BUY | TIP | iShares TIPS Bond ETF (TIP) [ST] | Purchases $259K–$635K; sales — | 10 | 0 | $259K to $635K net accumulation≈ | 2022-07-08 | — |
| BUY | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | Purchases $253K–$545K; sales $1K–$15K | 4 | 1 | $238K to $544K net accumulation≈ | 2024-01-12 | — |
| BUY | LIN | Linde plc - Ordinary Shares (LIN) [ST] | Purchases $173K–$520K; sales $1K–$15K | 11 | 1 | $158K to $519K net accumulation≈ | 2024-06-21 | — |
| BUY | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases $161K–$515K; sales $1K–$15K | 13 | 1 | $146K to $514K net accumulation≈ | 2024-06-28 | — |
| BUY | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $152K–$380K; sales $1K–$15K | 4 | 1 | $137K to $379K net accumulation≈ | 2023-01-31 | — |
| BUY | WMB | Williams Companies, Inc. (WMB) [ST] | Purchases $132K–$555K; sales — | 19 | 0 | $132K to $555K net accumulation≈ | 2024-06-24 | — |
| BUY | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Purchases $130K–$525K; sales — | 17 | 0 | $130K to $525K net accumulation≈ | 2023-09-26 | — |
| BUY | CDNS | Cadence Design Systems, Inc. (CDNS) [ST] | Purchases $130K–$350K; sales — | 3 | 0 | $130K to $350K net accumulation≈ | 2022-08-18 | — |
| BUY | WPX | WPX Energy, Inc. (WPX) [sT] | Purchases $115K–$300K; sales — | 2 | 0 | $115K to $300K net accumulation≈ | 2020-03-26 | — |
| BUY | CB | Chubb Limited Common Stock (CB) [ST] | Purchases $118K–$345K; sales $1K–$15K | 5 | 1 | $103K to $344K net accumulation≈ | 2024-07-08 | — |
| BUY | JEPI | JPMorgan Equity Premium Income ETF (JEPI) [ST] | Purchases $102K–$280K; sales — | 3 | 0 | $102K to $280K net accumulation≈ | 2022-10-06 | — |
| BUY | FCX | Freeport-McMoRan, Inc. (FCX) [ST] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2021-05-18 | — |
| BUY | FQAL | Fidelity Quality Factor ETF (FQAl) [ST] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2021-07-01 | — |
| BUY | FTEC | Fidelity MSCI Information Technology Index ETF (FTEC) [ST] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2021-11-26 | — |
| BUY | FTSM | First Trust Enhanced short Maturity ETF (FTsM) [sT] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2020-02-27 | — |
| BUY | GOOGL | Alphabet Inc. - Class A (gOOgl) [ST] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2021-07-30 | — |
| BUY | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Purchases $106K–$340K; sales $1K–$15K | 7 | 1 | $91.0K to $339K net accumulation≈ | 2024-05-15 | — |
| BUY | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Purchases $117K–$330K; sales $2K–$30K | 4 | 2 | $87.0K to $328K net accumulation≈ | 2025-10-28 | — |
| BUY | PTC | PTC Inc. (PTC) [ST] | Purchases $80K–$200K; sales — | 3 | 0 | $80.0K to $200K net accumulation≈ | 2022-08-25 | — |
| BUY | BSX | Boston Scientific Corporation Common Stock (BSX) [ST] | Purchases $118K–$345K; sales $15K–$50K | 5 | 1 | $68.0K to $330K net accumulation≈ | 2025-10-28 | — |
| BUY | ITW | Illinois Tool Works Inc. (ITW) [ST] | Purchases $66K–$165K; sales — | 3 | 0 | $66.0K to $165K net accumulation≈ | 2021-10-20 | — |
| BUY | XOM | Exxon Mobil Corporation Common Stock (XOM) [ST] | Purchases $69K–$385K; sales $1K–$15K | 20 | 1 | $54.0K to $384K net accumulation≈ | 2026-07-02 | — |
| BUY | DHR | Danaher Corporation (DHR) [ST] | Purchases $67K–$180K; sales $1K–$15K | 4 | 1 | $52.0K to $179K net accumulation≈ | 2023-01-31 | — |
| BUY | ABB | ABB Ltd (ABB) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2023-05-11 | — |
| BUY | CVX | Chevron Corporation (CVX) [ST] | Purchases $51K–$115K; sales — | 2 | 0 | $51.0K to $115K net accumulation≈ | 2021-10-20 | — |
| BUY | ASXC | Asensus Surgical, Inc. (ASXC) [ST] | Purchases $100K–$250K; sales $15K–$50K | 1 | 1 | $50.0K to $235K net accumulation≈ | 2021-12-20 | — |
| BUY | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2022-08-25 | — |
| BUY | DRE | Duke Realty Corporation (DRE) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-11-26 | — |
| BUY | FDIS | Fidelity MSCI Consumer Discretionary Index ETF (FDIS) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-11-26 | — |
| BUY | FDRR | Fidelity Dividend ETF for Rising Rates (FDRR) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-07-30 | — |
| BUY | FHLC | Fidelity MSCI Health Care Index ETF (FHlC) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-07-30 | — |
| BUY | PWR | Quanta Services, Inc. (PWR) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-11-26 | — |
| BUY | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases $313K–$795K; sales $101K–$265K | 15 | 2 | $48.0K to $694K net accumulation≈ | 2024-12-31 | — |
| BUY | HD | Home Depot, Inc. (HD) [ST] | Purchases $225K–$875K; sales $67K–$180K | 27 | 4 | $45.0K to $808K net accumulation≈ | 2026-08-24 | — |
| BUY | OKE | ONEOK, Inc. Common Stock (OKE) [ST] | Purchases $38K–$395K; sales — | 24 | 0 | $38.0K to $395K net accumulation≈ | 2024-05-15 | — |
| BUY | TMO | Thermo Fisher Scientific Inc (TMO) [ST] | Purchases $52K–$130K; sales $1K–$15K | 3 | 1 | $37.0K to $129K net accumulation≈ | 2023-01-31 | — |
| BUY | V | Visa Inc. (V) [ST] | Purchases $52K–$130K; sales $1K–$15K | 3 | 1 | $37.0K to $129K net accumulation≈ | 2023-01-31 | — |
| BUY | CTRA | Coterra Energy Inc. Common Stock (CTRA) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-05-08 | — |
| BUY | ETV | Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial Interest (ETV) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-01 | — |
| BUY | FMAT | Fidelity MSCI Materials Index ETF (FMAT) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-10-20 | — |
| BUY | INTC | Intel Corporation - Common Stock (INTC) [ST] | Purchases $121K–$340K; sales $51K–$115K | 9 | 2 | $6.0K to $289K net accumulation≈ | 2024-12-31 | — |
| BUY | DIAL | Columbia Diversified Fixed Income Allocation ETF (DIAl) [ST] | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2021-10-06 | — |
| BUY | IQV | IQVIA Holdings, Inc. Common Stock (IQV) [ST] | Purchases $118K–$345K; sales $51K–$115K | 5 | 2 | $3.0K to $294K net accumulation≈ | 2026-03-16 | — |
| BUY | MTBC | CareCloud, Inc. (MTBC) [ST] | Purchases $18K–$95K; sales $1K–$15K | 4 | 1 | $3.0K to $94.0K net accumulation≈ | 2022-05-16 | — |
| BUY | BLK | BlackRock, Inc. (BLK) [ST] | Purchases $17K–$80K; sales $1K–$15K | 3 | 1 | $2.0K to $79.0K net accumulation≈ | 2023-01-31 | — |
| BUY | CR | Crane Holdings, Co. (CR) [ST] | Purchases $17K–$80K; sales $1K–$15K | 3 | 1 | $2.0K to $79.0K net accumulation≈ | 2022-11-21 | — |
| BUY | KO | Coca-Cola Company (KO) [ST] | Purchases $17K–$80K; sales $1K–$15K | 3 | 1 | $2.0K to $79.0K net accumulation≈ | 2023-01-31 | — |
| BUY | CL | Colgate-Palmolive Company Common Stock (CL) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2026-08-19 | — |
| BUY | PH | Parker-Hannifin Corporation (PH) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2023-01-31 | — |
| BUY | PSX | Phillips 66 (PSX) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2023-01-31 | — |
| BUY | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2023-01-31 | — |
| BUY | AIO | AllianzgI Artificial Intelligence & Technology Opportunities Fund Common Shares (AIO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-01-11 | — |
| BUY | ARGO | Argo Group International Holdings, Ltd. (ARGO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-06-20 | — |
| BUY | FSKR | FS KKR Capital Corp. II (FSKR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-01-11 | — |
| BUY | QSY | WisdomTree u.s. Quality shareholder Yield Fund (QsY) [sT] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-02-14 | — |
| BUY | RTN | Raytheon Company (RTN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-12-15 | — |
| BUY | UTX | united Technologies Corporation (uTX) [sT] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-10-15 | — |
| MIXED | DXCM | DexCom, Inc. - Common Stock (DXCM) [ST] | Purchases $100K–$250K; sales $50K–$100K | 1 | 1 | $0 to $200K≈ | 2024-12-31 | — |
| MIXED | CCT | Corporate Capital Trust, Inc. (CCT) [sT] | Purchases —; sales — | 0 | 0 | $0≈ | 2018-12-20 | — |
| MIXED | HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | Purchases —; sales — | 0 | 0 | $0≈ | 2026-06-29 | — |
| MIXED | VFC | V.F. Corporation (VFC) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-11-21 | — |
| MIXED | EL | Estee Lauder Companies, Inc. (EL) [ST] | Purchases $51K–$115K; sales $16K–$65K | 2 | 2 | −$14.0K to $99.0K≈ | 2026-08-05 | — |
| MIXED | AMP | Ameriprise Financial, Inc. (AMP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-11-21 | — |
| MIXED | AMT | American Tower Corporation (AMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-01-31 | — |
| MIXED | CRM | Salesforce, Inc. (CRM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-01-31 | — |
| MIXED | DEO | Diageo plc Common Stock (DEO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-08-05 | — |
| MIXED | DG | Dollar General Corporation (DG) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-01-31 | — |
| MIXED | NVS | Novartis AG (NVS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-01-31 | — |
| MIXED | RSG | Republic Services, Inc. (RSG) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-01-31 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-11-21 | — |
| MIXED | SU | Suncor Energy Inc. (SU) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-11-19 | — |
| SELL | ALC | Alcon Inc. Ordinary Shares (ALC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-05 | — |
| SELL | BBBY | bed bath & beyond Inc. (bbbY) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-02-27 | — |
| SELL | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-18 | — |
| SELL | BUD | Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-18 | — |
| SELL | CMP | Compass Minerals Intl Inc (CMP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-10-11 | — |
| SELL | GAP | Gap, Inc. (GAP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-13 | — |
| SELL | HRL | Hormel Foods Corporation Common Stock (HRL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-13 | — |
| SELL | KMB | Kimberly-Clark Corporation - Common Stock (KMB) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-18 | — |
| SELL | MRSH | Marsh Common Stock (MRSH) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-24 | — |
| SELL | NKE | Nike, Inc. Common Stock (NKE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-13 | — |
| SELL | SOLS | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-05 | — |
| SELL | VOD | Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-10-11 | — |
| SELL | WAT | Waters Corporation Common Stock (WAT) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-08-13 | — |
| SELL | WBA | Walgreens boots Alliance, Inc. (WbA) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-02-27 | — |
| MIXED | ICE | Intercontinental Exchange Inc. (ICE) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-01-31 | — |
| MIXED | LOW | Lowe's Companies, Inc. Common Stock (LOW) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2026-08-24 | — |
| SELL | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-08-14 | — |
| SELL | CCLD | CareCloud, Inc. (CCLD) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-12-08 | — |
| SELL | OGN | Organon & Co. Common Stock (OGN) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-08-05 | — |
| SELL | OTIS | Otis Worldwide Corporation Common Stock (OTIS) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-08-10 | — |
| SELL | VSNT | Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-08-05 | — |
| MIXED | PRGS | Progress Software Corporation - Common Stock (PRGS) [ST] | Purchases $66K–$165K; sales $50K–$100K | 3 | 1 | −$34.0K to $115K≈ | 2026-03-16 | — |
| MIXED | MASI | Masimo Corporation - Common Stock (MASI) [ST] | Purchases $115K–$300K; sales $65K–$150K | 2 | 2 | −$35.0K to $235K≈ | 2025-09-26 | — |
| MIXED | AHCO | AdaptHealth Corp. (AHCO) [ST] | Purchases $103K–$295K; sales $53K–$145K | 4 | 4 | −$42.0K to $242K≈ | 2023-04-06 | — |
| SELL | VLTO | Veralto Corp Common Stock (VLTO) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2026-08-21 | — |
| MIXED | NGL | Ngl ENERgY PARTNERs lP Common units representing limited Partner Interests (Ngl) [sT] | Purchases $4K–$60K; sales $15K–$50K | 4 | 1 | −$46.0K to $45.0K≈ | 2020-02-27 | — |
| MIXED | VUZI | Vuzix Corporation (VUZI) [ST] | Purchases $68K–$195K; sales $51K–$115K | 5 | 2 | −$47.0K to $144K≈ | 2024-01-02 | — |
| MIXED | AGCO | AGCO Corporation Common Stock (AGCO) [ST] | Purchases $52K–$130K; sales $50K–$100K | 3 | 1 | −$48.0K to $80.0K≈ | 2024-12-31 | — |
| MIXED | TROW | T. Rowe Price Group, Inc. - Common Stock (TROW) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2026-03-20 | — |
| MIXED | ARCB | ArcBest Corporation (ARCB) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-12-19 | — |
| MIXED | BLL | Ball Corporation (BLL) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-12-19 | — |
| MIXED | HLT | Hilton Worldwide Holdings Inc. (HLT) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-12-19 | — |
| SELL | CERN | Cerner Corporation (CERN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-06-10 | — |
| SELL | CSX | CSX Corporation (CSX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-10-28 | — |
| SELL | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2026-03-17 | — |
| SELL | DIS | Walt Disney Company (DIS) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2026-08-10 | — |
| SELL | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-10-06 | — |
| SELL | HONA | Honeywell Aerospace Inc. - Common Stock (HONA) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2026-08-19 | — |
| SELL | IVZ | Invesco Ltd Common Stock (IVZ) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2026-03-17 | — |
| SELL | RHT | Red Hat, Inc. (RHT) [sT] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-07-10 | — |
| SELL | SLB | schlumberger N.V. (slb) [sT] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-12-04 | — |
| SELL | WYNN | Wynn Resorts, Limited (WYNN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-12-19 | — |
| SELL | BDX | Becton, Dickinson and Company Common Stock (BDX) [ST] | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2026-03-17 | — |
| SELL | ECL | Ecolab Inc. (ECL) [ST] | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2023-01-31 | — |
| SELL | KVUE | Kenvue Inc. Common Stock (KVUE) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2026-08-05 | — |
| MIXED | BA | Boeing Company (BA) [ST] | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2026-08-13 | — |
| MIXED | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2026-08-05 | — |
| MIXED | MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2026-08-05 | — |
| SELL | STX | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-10-28 | — |
| SELL | FBND | Fidelity Total Bond ETF (FBND) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-11-16 | — |
| SELL | MUA | Blackrock MuniAssets Fund, Inc Common Stock (MUA) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2026-03-17 | — |
| SELL | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2026-03-20 | — |
| MIXED | EXAS | Exact Sciences Corporation - Common Stock (EXAS) [ST] | Purchases $54K–$160K; sales $54K–$160K | 5 | 5 | −$106K to $106K≈ | 2026-03-24 | — |
| MIXED | PG | Procter & Gamble Company (PG) [ST] | Purchases $17K–$80K; sales $52K–$130K | 3 | 3 | −$113K to $28.0K≈ | 2026-08-24 | — |
| MIXED | ICLR | ICON plc - Ordinary Shares (ICLR) [ST] | Purchases $167K–$430K; sales $116K–$315K | 5 | 3 | −$148K to $314K≈ | 2026-08-14 | — |
| MIXED | HON | Honeywell International Inc. (HON) [ST] | Purchases $355K–$775K; sales $251K–$515K | 8 | 2 | −$160K to $524K≈ | 2023-01-31 | — |
| MIXED | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Purchases $101K–$265K; sales $101K–$265K | 2 | 2 | −$164K to $164K≈ | 2025-10-23 | — |
| MIXED | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $310K–$750K; sales $250K–$500K | 12 | 1 | −$190K to $500K≈ | 2025-12-23 | — |
| MIXED | CLNC | Colony Credit Real Estate, Inc. Class a (ClNC) [sT] | Purchases $11K–$165K; sales $100K–$250K | 11 | 1 | −$239K to $65.0K≈ | 2019-12-04 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $117K–$330K; sales $131K–$365K | 4 | 4 | −$248K to $199K≈ | 2026-08-24 | — |
| MIXED | ADBE | Adobe Inc. - Common Stock (ADBE) [ST] | Purchases $302K–$630K; sales $266K–$565K | 4 | 3 | −$263K to $364K≈ | 2026-08-14 | — |
| MIXED | DVN | Devon Energy Corporation Common Stock (DVN) [ST] | Purchases $166K–$740K; sales $250K–$500K | 26 | 1 | −$334K to $490K≈ | 2026-05-08 | — |
| MIXED | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases $319K–$1M; sales $366K–$815K | 22 | 4 | −$496K to $669K≈ | 2026-03-16 | — |
| SELL | FSK | FS KKR Capital Corp. (FSK) [ST] | Purchases $3K–$45K; sales $200K–$500K | 3 | 2 | −$497K to −$155K net disposal≈ | 2021-11-26 | — |
| MIXED | SPY | SPDR S&P 500 (SPY) [ST] | Purchases $500K–$1M; sales $500K–$1M | 1 | 1 | −$500K to $500K≈ | 2021-09-20 | — |
| MIXED | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Purchases $472K–$1.3M; sales $501K–$1M | 25 | 2 | −$543K to $829K≈ | 2026-03-18 | — |
| SELL | SMA | SmartStop Self Storage REIT, Inc. Common Stock (SMA) [ST] | Purchases —; sales $500K–$1M | 0 | 1 | −$1.0M to −$500K net disposal≈ | 2026-03-18 | — |
| MIXED | PXD | Pioneer Natural Resources Company Common Stock (PXD) [ST] | Purchases $662K–$1.7M; sales $1M–$5M | 22 | 1 | −$4.3M to $655K≈ | 2024-05-03 | — |
| MIXED | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $727K–$1.7M; sales $1.1M–$5.2M | 17 | 5 | −$4.5M to $670K≈ | 2026-08-21 | — |
filings incl. 0 paper: 88distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 942 · disclosed flow · trailing 12m: $7.4M–$25.3Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +26dmedian 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 | Trades | Flow range |
|---|---|---|
| manufacturing | 277 | $5.2M–$14.3M |
| services | 102 | $4.3M–$13.2M |
| transport-utilities | 79 | $644K–$2.3M |
| retail | 63 | $1M–$3.1M |
| finance-insurance-realestate | 54 | $1.6M–$3.9M |
| mining | 32 | $562K–$1.7M |
| construction | 1 | $50K–$100K |
| no ticker disclosed coverage | 186 | Over $75.1M |
| ticker not resolved to an issuer coverage | 137 | $4.7M–$14.7M |
| issuer has no SIC on record coverage | 11 | $1.4M–$3M |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-09-01 | CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $100K–$250K | |
| 2026-08-10 | TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $100K–$250K | |
| 2026-08-10 | KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $100K–$250K | |
| 2026-07-16 | XOM | Exchange | $100K–$250K | |
| 2026-07-16 | XOM | Exchange | $100K–$250K |
Serves on: House Committee on Ways and Means
No overlaps found within the MAPPED committee jurisdictions · 537 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 71 trades touch committees outside the jurisdiction mapping (HSWM) — unanswerable there, not cleared.
| 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 | HD | Home Depot, Inc. (HD) [ST] | · partial · JT (partial sale, jointly owned) | $50K–$100K | Traded → Filed +8d | ||
| Sale | MRSH | Marsh Common Stock (MRSH) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +8d | ||
| Sale | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +8d | ||
| Sale | LOW | Lowe's Companies, Inc. Common Stock (LOW) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +8d | ||
| Sale | PG | Procter & Gamble Company (PG) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +8d | ||
| Purchase | — | CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 [GS] | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +8d | |
| Sale | VLTO | Veralto Corp Common Stock (VLTO) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +11d | ||
| Sale | HONA | Honeywell Aerospace Inc. - Common Stock (HONA) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +13d | ||
| Sale | CL | Colgate-Palmolive Company Common Stock (CL) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Sale | KMB | Kimberly-Clark Corporation - Common Stock (KMB) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Sale | BUD | Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Sale | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Sale | ICLR | ICON plc - Ordinary Shares (ICLR) [ST] | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +18d | ||
| Sale | ADBE | Adobe Inc. - Common Stock (ADBE) [ST] | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +18d | ||
| Sale | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | VLTO | Veralto Corp Common Stock (VLTO) [ST] | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | HRL | Hormel Foods Corporation Common Stock (HRL) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | BA | Boeing Company (BA) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +19d | ||
| Sale | GAP | Gap, Inc. (GAP) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | BA | Boeing Company (BA) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +19d | ||
| Sale | NKE | Nike, Inc. Common Stock (NKE) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +19d | ||
| Sale | WAT | Waters Corporation Common Stock (WAT) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +19d | ||
| Sale | DIS | Walt Disney Company (DIS) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +22d | ||
| Sale | VLTO | Veralto Corp Common Stock (VLTO) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +22d | ||
| Sale | OTIS | Otis Worldwide Corporation Common Stock (OTIS) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +22d | ||
| Sale | SOLS | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +27d | ||
| Sale | PG | Procter & Gamble Company (PG) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +27d | ||
| Sale | ALC | Alcon Inc. Ordinary Shares (ALC) [ST] | — | $1K–$15K | Traded → Filed +27d | ||
| Sale | VSNT | Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +7d | ||
| Sale | OGN | Organon & Co. Common Stock (OGN) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +7d | ||
| Sale | KVUE | Kenvue Inc. Common Stock (KVUE) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | EL | Estee Lauder Companies, Inc. (EL) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | VSNT | Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | OGN | Organon & Co. Common Stock (OGN) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | DEO | Diageo plc Common Stock (DEO) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Purchase | — | TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026 [GS] | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +17d | |
| Purchase | — | CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +17d | |
| Purchase | — | KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031 [GS] | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +21d | |
| Purchase | — | GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +21d | |
| Purchase | — | LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +24d | |
| Purchase | — | OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +24d | |
| Purchase | — | EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +25d | |
| Exchange | XOM | Exxon Mobil Corporation Common Stock (XOM) [ST] | · JT (jointly owned) | $100K–$250K | Traded → Filed +14d | ||
| Exchange | XOM | Exxon Mobil Corporation Common Stock (XOM) [ST] | · JT (jointly owned) | $100K–$250K | Traded → Filed +14d | ||
| Exchange | HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +17d | ||
| Exchange | DVN | Devon Energy Corporation Common Stock (DVN) [ST] | — | $15K–$50K | Traded → Filed +25d | ||
| Exchange | DVN | Devon Energy Corporation Common Stock (DVN) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +25d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-01 | 29 | |
| 2026-08-12 | 2 | |
| 2026-08-10 | 14 | |
| 2026-07-16 | 3 | |
| 2026-06-02 | 5 | |
| 2026-05-05 | 1 | |
| 2026-04-03 | 16 | |
| 2026-03-06 | 1 | |
| 2026-02-18 | 1 | |
| 2026-01-22 | 1 | |
| 2025-11-16 | 15 | |
| 2025-10-16 | 4 | |
| 2025-05-13 | 3 | |
| 2025-04-23 | 1 | |
| 2025-02-14 | 1 | |
| 2025-01-15 | 9 | |
| 2024-12-16 | 1 | |
| 2024-11-15 | 3 | |
| 2024-10-16 | 1 | |
| 2024-08-10 | 4 | |
| 2024-07-15 | 16 | |
| 2024-06-07 | 9 | |
| 2024-05-12 | 3 | |
| 2024-04-12 | 15 | |
| 2024-03-12 | 7 | |
| 2024-02-11 | 5 | |
| 2024-01-13 | 16 | |
| 2023-12-07 | 8 | |
| 2023-11-17 | 6 | |
| 2023-10-13 | 17 | |
| 2023-09-07 | 7 | |
| 2023-08-16 | 5 | |
| 2023-07-12 | 18 | |
| 2023-06-13 | 5 | |
| 2023-05-11 | 5 | |
| 2023-04-10 | 19 | |
| 2023-03-15 | 6 | |
| 2023-02-14 | 48 | |
| 2023-01-13 | 25 | |
| 2022-12-08 | 9 | |
| 2022-11-09 | 4 | |
| 2022-10-10 | 14 | |
| 2022-09-15 | 8 | |
| 2022-08-15 | 4 | |
| 2022-07-15 | 17 | |
| 2022-06-14 | 7 | |
| 2022-05-12 | 9 | |
| 2022-04-12 | 20 | |
| 2022-03-07 | 4 | |
| 2022-02-02 | 5 | |
| 2022-01-11 | 19 | |
| 2021-12-09 | 20 | |
| 2021-11-05 | 17 | |
| 2021-10-07 | 32 | |
| 2021-09-15 | 14 | |
| 2021-09-15 | 35 | |
| 2021-07-30 | 1 | |
| 2021-07-14 | 18 | |
| 2021-06-15 | 38 | |
| 2021-05-17 | 5 | |
| 2021-04-09 | 5 | |
| 2021-03-15 | 4 | |
| 2021-02-17 | 3 | |
| 2021-01-15 | 4 | |
| 2020-12-14 | 7 | |
| 2020-11-14 | 8 | |
| 2020-10-15 | 6 | |
| 2020-09-15 | 4 | |
| 2020-08-15 | 56 | |
| 2020-07-20 | 17 | |
| 2020-06-16 | 4 | |
| 2020-05-15 | 13 | |
| 2020-04-16 | 13 | |
| 2020-03-17 | 11 | |
| 2020-02-15 | 3 | |
| 2020-01-14 | 5 | |
| 2019-12-15 | 16 | |
| 2019-11-14 | 28 | |
| 2019-10-15 | 5 | |
| 2019-09-16 | 28 | |
| 2019-08-15 | 6 | |
| 2019-07-18 | 3 | |
| 2019-06-17 | 4 | |
| 2019-05-16 | 5 | |
| 2019-04-11 | 3 | |
| 2019-03-12 | 3 | |
| 2019-02-15 | 14 | |
| 2019-01-15 | 9 |
| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| DIS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $15.0K–$50.0K | |
| GAP | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| ALC | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| BUD | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| VLTO | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| NKE | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| HRL | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| SOLS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| KMB | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $1.0K–$15.0K | |
| HONA | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-01 | $15.0K–$50.0K |
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding. · 4 superseded in the window
PLANNED annual holdings · 13F overlap
| 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 |
|---|---|---|---|
| HD | 4 | $67K–$180K§ | 2026-08 |
| ACN | 3 | $365K–$800K§ | 2026-03 |
| DVN | 3 | $280K–$600K§ | 2026-05 |
| MCD | 3 | $201K–$515K§ | 2025-10 |
| MSFT | 3 | $45K–$150K§ | 2026-08 |
| VLTO | 3 | $3K–$45K§ | 2026-08 |
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.