James M. Inhofe

Republican — R–OK · U.S. Senate · serving since 1987 · member ID I000024Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗

Disclosures: 228
Net flow · 12m: —
Distinct tickers: 89
Late filings: 10

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

Net disclosed flow by ticker for James M. Inhofe
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	FANG	Diamondback Energy, Inc. (NASDAQ)	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation	2015-07-15	—
MIXED	CTSH	Cognizant Technology Solutions Corporation	Purchases $50K–$100K; sales $15K–$50K	1	1	$0 to $85.0K≈	2016-11-15	—
MIXED	NGIPX	Columbia Marsico Growth Z (NASDAQ)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-07-09	—
MIXED	DAL	Delta Air Lines, Inc.	Purchases $100K–$250K; sales $51K–$115K	1	2	−$15.0K to $199K≈	2019-01-16	—
MIXED	NFX	Newfield Exploration Company	Purchases $50K–$100K; sales $16K–$65K	1	2	−$15.0K to $84.0K≈	2017-06-26	—
SELL	ACSDX	Invesco Comstock Y (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-07-09	—
SELL	BBU	Brookfield Business Partners L.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-07-12	—
SELL	MGEMX	Morgan Stanley Inst Emerging Mkts I (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-07-09	—
SELL	VADDX	Invesco Equally-Wtd S&P 500 Y (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-07-09	—
SELL	VMIIX	Invesco Municipal Income Y (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-07-09	—
SELL	VSMIX	Invesco SmallCapValue Y (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-07-09	—
SELL	WSTMX	Wells Fargo Advantage S/T Muni Bd Adm (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-07-09	—
MIXED	XON	Intrexon Corporation	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2017-11-10	—
MIXED	CELG	Celgene Corporation	Purchases $65K–$150K; sales $30K–$100K	2	2	−$35.0K to $120K≈	2018-12-31	—
MIXED	RSPP	RSP Permian, Inc.	Purchases $65K–$150K; sales $50K–$100K	2	1	−$35.0K to $100K≈	2017-11-13	—
MIXED	ALB	Albemarle Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2019-01-16	—
MIXED	CHK	Chesapeake Energy Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2016-01-08	—
MIXED	EDIT	Editas Medicine, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2019-02-04	—
MIXED	ISRG	Intuitive Surgical, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2019-05-10	—
MIXED	LEA	Lear Corporation	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2018-10-08	—
MIXED	NTLA	Intellia Therapeutics, Inc.	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2018-10-25	—
MIXED	XBI	SPDR S&P Biotech ETF	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2019-09-30	—
MIXED	COHR	Coherent, Inc.	Purchases $51K–$115K; sales $50K–$100K	2	1	−$49.0K to $65.0K≈	2018-05-03	—
MIXED	UNH	UnitedHealth Group Incorporated	Purchases $100K–$200K; sales $65K–$150K	2	2	−$50.0K to $135K≈	2019-09-30	—
MIXED	XPO	XPO Logistics, Inc.	Purchases $100K–$200K; sales $65K–$150K	2	2	−$50.0K to $135K≈	2018-12-13	—
MIXED	AIG	American International Group, Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2019-07-17	—
MIXED	ARW	Arrow Electronics, Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-01-11	—
MIXED	BUD	Anheuser-Busch InBev SA/NV	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2018-01-25	—
MIXED	CERN	Cerner Corporation	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-02-10	—
MIXED	CHKP	Check Point Software Technologies Ltd.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2018-04-26	—
MIXED	CVS	CVS Health Corporation	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-10-11	—
MIXED	DIS	The Walt Disney Company	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-10-13	—
MIXED	EMR	Emerson Electric Co. (NYSE)	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2015-08-24	—
MIXED	FLR	Fluor Corporation	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2017-08-04	—
MIXED	INTU	Intuit Inc.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2020-01-27	—
MIXED	ITC	ITC Holdings Corp.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2016-01-08	—
MIXED	PRGO	Perrigo Company plc	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2016-08-12	—
MIXED	ST	Sensata Technologies Holding PLC	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2018-06-28	—
MIXED	TEL	TE Connectivity Ltd.	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2019-04-26	—
MIXED	XOM	Exxon Mobil Corporation	Purchases $50K–$100K; sales $50K–$100K	1	1	−$50.0K to $50.0K≈	2018-05-03	—
SELL	ALTR	Altera Corp. (NASDAQ)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2015-05-21	—
SELL	DFS	Discover Financial Services	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2018-05-03	—
SELL	ETN	Eaton Corporation plc (NYSE)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2015-04-14	—
SELL	MSACX	Morgan Stanley Inst Active Intl Allc I (NASDAQ)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2015-07-09	—
SELL	PEP	PepsiCo, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2018-05-03	—
MIXED	CRM	salesforce.com, inc.	Purchases $50K–$100K; sales $51K–$115K	1	2	−$65.0K to $49.0K≈	2018-10-11	—
MIXED	APTV	Aptiv PLC	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2018-12-27	—
MIXED	PYPL	PayPal Holdings, Inc.	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2020-01-27	—
MIXED	A	Agilent Technologies, Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2016-09-13	—
MIXED	BIIB	Biogen Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2016-07-21	—
MIXED	PCLN	The Priceline Group Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2017-11-13	—
MIXED	BFAM	Bright Horizons Family Solutions Inc.	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2020-01-13	—
MIXED	DHR	Danaher Corporation	Purchases $50K–$100K; sales $65K–$150K	1	2	−$100K to $35.0K≈	2020-01-27	—
SELL	GOOGL	Alphabet Inc.	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2018-10-09	—
SELL	ABT	Abbott Laboratories (NYSE)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2015-07-09	—
SELL	AMGN	Amgen Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2017-05-30	—
SELL	BKNG	Booking Holdings Inc.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2018-08-16	—
SELL	CSX	CSX Corp.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2016-10-12	—
SELL	DISCK	Discovery Communications, Inc. (NASDAQ)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2015-08-07	—
SELL	ESRX	Express Scripts Holding Company	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2016-08-08	—
SELL	JNJ	Johnson & Johnson	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2017-06-09	—
SELL	MCD	McDonald's Corp. (NYSE)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2015-04-14	—
SELL	QCOM	QUALCOMM Incorporated (NASDAQ)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2015-08-04	—
SELL	RRC	Range Resources Corporation	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2016-03-24	—
SELL	SWN	Southwestern Energy Company	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2016-03-04	—
MIXED	C	Citigroup Inc.	Purchases $100K–$200K; sales $101K–$215K	2	3	−$115K to $99.0K≈	2020-03-09	—
MIXED	AGN	Allergan plc	Purchases $80K–$200K; sales $100K–$200K	3	2	−$120K to $100K≈	2018-02-22	—
MIXED	BMY	Bristol-Myers Squibb Company	Purchases $30K–$100K; sales $65K–$150K	2	2	−$120K to $35.0K≈	2018-06-04	—
MIXED	GE	General Electric Company	Purchases $66K–$165K; sales $80K–$200K	3	3	−$134K to $85.0K≈	2018-10-31	—
MIXED	MSFT	Microsoft Corporation	Purchases $65K–$150K; sales $80K–$200K	2	3	−$135K to $70.0K≈	2020-04-13	—
MIXED	GILD	Gilead Sciences, Inc.	Purchases $65K–$150K; sales $100K–$200K	2	2	−$135K to $50.0K≈	2018-02-22	—
MIXED	SYF	Synchrony Financial	Purchases $65K–$150K; sales $100K–$200K	2	2	−$135K to $50.0K≈	2017-03-02	—
SELL	BABA	Alibaba Group Holding Limited	Purchases $15K–$50K; sales $65K–$150K	1	2	−$135K to −$15.0K net disposal≈	2019-01-16	—
MIXED	HBI	Hanesbrands Inc.	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-10-23	—
SELL	CRSP	CRISPR Therapeutics AG	Purchases $15K–$50K; sales $66K–$165K	1	3	−$150K to −$16.0K net disposal≈	2021-01-05	—
SELL	LH	Laboratory Corporation of America Holdings	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2019-04-26	—
SELL	WFC	Wells Fargo & Company	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2017-01-19	—
MIXED	MRK	Merck & Co., Inc.	Purchases $65K–$150K; sales $100K–$250K	2	1	−$185K to $50.0K≈	2019-01-11	—
SELL	AAPL	Apple Inc.	Purchases $15K–$50K; sales $80K–$200K	1	3	−$185K to −$30.0K net disposal≈	2020-07-15	—
SELL	UL	Unilever PLC	Purchases $15K–$50K; sales $100K–$200K	1	2	−$185K to −$50.0K net disposal≈	2017-06-19	—
MIXED	KMX	CarMax, Inc.	Purchases $65K–$150K; sales $101K–$265K	2	2	−$200K to $49.0K≈	2019-01-16	—
MIXED	GM	General Motors Company	Purchases $50K–$100K; sales $100K–$250K	1	1	−$200K to $0≈	2017-08-30	—
SELL	BLK	BlackRock, Inc.	Purchases $15K–$50K; sales $81K–$215K	1	4	−$200K to −$31.0K net disposal≈	2020-12-15	—
SELL	COF	Capital One Financial Corporation (NYSE)	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2015-08-27	—
SELL	V	Visa Inc.	Purchases —; sales $115K–$250K	0	3	−$250K to −$115K net disposal≈	2020-04-13	—
MIXED	CLR	Continental Resources, Inc.	Purchases $81K–$215K; sales $125K–$350K	4	6	−$269K to $90.0K≈	2019-04-16	—
SELL	BAM	Brookfield Asset Management Inc.	Purchases —; sales $132K–$330K	0	6	−$330K to −$132K net disposal≈	2020-06-29	—
SELL	PG	The Procter & Gamble Company	Purchases $15K–$50K; sales $150K–$350K	1	2	−$335K to −$100K net disposal≈	2020-01-13	—
SELL	AMZN	Amazon.com, Inc.	Purchases —; sales $130K–$350K	0	3	−$350K to −$130K net disposal≈	2020-07-15	—

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: +14dfaster than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing: 3.4above median — median 2.9
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000: 11%larger lots — median 60%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars: 37%below median — median 49%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 100%mostly self-owned — median 28%

filings incl. 2 paper: 70distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 228 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +14dmedian days between trade date and filing date, over rows that disclose both · late filings: 10rows 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	73	$2.5M–$5.8M
services	32	$1.1M–$2.4M
finance-insurance-realestate	29	$1M–$2.3M
retail	10	$446K–$1.1M
transport-utilities	9	$416K–$915K
wholesale	4	$200K–$400K
construction	2	$100K–$200K
mining	2	$100K–$200K
ticker not resolved to an issuer coverage	55	$1.4M–$3.6M
no ticker disclosed coverage	12	Over $50.3M

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

No committee memberships on record in the snapshot.

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 161 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

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

All disclosed transactions for James M. Inhofe
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	CRSP	CRISPR Therapeutics AG	· partial (partial sale, member-owned)	$1K–$15K		Traded 2021-01-05 → Filed 2021-01-15 +10d	eFD ↗
Sale	CRSP	CRISPR Therapeutics AG	· partial (partial sale, member-owned)	$50K–$100K		Traded 2020-12-22 → Filed 2020-12-23 +1d	eFD ↗
Sale	BLK	BlackRock, Inc.	· partial (partial sale, member-owned)	$50K–$100K		Traded 2020-12-15 → Filed 2020-12-23 +8d	eFD ↗
Sale	—	GOOGL - Alphabet Inc. A	—	$15K–$50K	amendment pendingno ticker	Traded 2019-05-01 → Filed 2020-08-13 LATE·470d	eFD ↗
Sale	—	GOOG - Alphabet Inc. C	· partial (partial sale, member-owned)	$15K–$50K	amendment pendingno ticker	Traded 2019-05-01 → Filed 2020-08-13 LATE·470d	eFD ↗
Sale	LH	Laboratory Corporation of America Holdings	—	$50K–$100K	amendment pending	Traded 2019-04-26 → Filed 2020-08-13 LATE·475d	eFD ↗
Sale	TEL	TE Connectivity Ltd.	—	$50K–$100K	amendment pending	Traded 2019-04-26 → Filed 2020-08-13 LATE·475d	eFD ↗
Sale	CLR	Continental Resources, Inc.	—	$15K–$50K	amendment pending	Traded 2019-04-16 → Filed 2020-08-13 LATE·485d	eFD ↗
Sale	AAPL	Apple Inc.	· partial (partial sale, member-owned)	$15K–$50K		Traded 2020-07-15 → Filed 2020-07-24 +9d	eFD ↗
Sale	AMZN	Amazon.com, Inc.	· partial (partial sale, member-owned)	$15K–$50K		Traded 2020-07-15 → Filed 2020-07-24 +9d	eFD ↗
Sale	BAM	Brookfield Asset Management Inc.	· partial (partial sale, member-owned)	$1K–$15K		Traded 2020-06-29 → Filed 2020-07-24 +25d	eFD ↗
Sale	V	Visa Inc.	· partial (partial sale, member-owned)	$50K–$100K		Traded 2020-04-13 → Filed 2020-05-08 +25d	eFD ↗
Sale	MSFT	Microsoft Corporation	· partial (partial sale, member-owned)	$50K–$100K		Traded 2020-04-13 → Filed 2020-05-08 +25d	eFD ↗
Sale	BAM	Brookfield Asset Management Inc.	· partial (partial sale, member-owned)	$1K–$15K		Traded 2020-03-20 → Filed 2020-04-10 +21d	eFD ↗
Sale	C	Citigroup Inc.	—	$50K–$100K		Traded 2020-03-09 → Filed 2020-04-10 +32d	eFD ↗
Sale	BAM	Brookfield Asset Management Inc.	· partial (partial sale, member-owned)	$50K–$100K		Traded 2020-02-20 → Filed 2020-03-13 +22d	eFD ↗
Sale	PYPL	PayPal Holdings, Inc.	—	$15K–$50K		Traded 2020-01-27 → Filed 2020-02-14 +18d	eFD ↗
Sale	INTU	Intuit Inc.	—	$50K–$100K		Traded 2020-01-27 → Filed 2020-02-14 +18d	eFD ↗
Sale	AAPL	Apple Inc.	· partial (partial sale, member-owned)	$15K–$50K		Traded 2020-01-27 → Filed 2020-02-14 +18d	eFD ↗
Sale	BAM	Brookfield Asset Management Inc.	· partial (partial sale, member-owned)	$50K–$100K		Traded 2020-01-27 → Filed 2020-02-14 +18d	eFD ↗
Sale	DHR	Danaher Corporation	—	$50K–$100K		Traded 2020-01-27 → Filed 2020-02-14 +18d	eFD ↗
Sale	PG	The Procter & Gamble Company	—	$100K–$250K		Traded 2020-01-13 → Filed 2020-01-23 +10d	eFD ↗
Sale	BFAM	Bright Horizons Family Solutions Inc.	—	$50K–$100K		Traded 2020-01-13 → Filed 2020-01-23 +10d	eFD ↗
Sale	PYPL	PayPal Holdings, Inc.	· partial (partial sale, member-owned)	$15K–$50K	amendment pending	Traded 2019-06-25 → Filed 2019-12-20 LATE·178d	eFD ↗
Sale	DHR	Danaher Corporation	· partial (partial sale, member-owned)	$15K–$50K	amendment pending	Traded 2019-03-01 → Filed 2019-12-20 LATE·294d	eFD ↗
Sale	EDIT	Editas Medicine, Inc.	—	$15K–$50K	amendment pending	Traded 2019-02-04 → Filed 2019-12-20 LATE·319d	eFD ↗
Sale	MSFT	Microsoft Corporation	· partial (partial sale, member-owned)	$15K–$50K	amendment pending	Traded 2019-01-29 → Filed 2019-12-20 LATE·325d	eFD ↗
Sale	XBI	SPDR S&P Biotech ETF	—	$15K–$50K		Traded 2019-09-30 → Filed 2019-10-18 +18d	eFD ↗
Sale	UNH	UnitedHealth Group Incorporated	—	$15K–$50K		Traded 2019-09-30 → Filed 2019-10-18 +18d	eFD ↗
Sale	AIG	American International Group, Inc.	—	$50K–$100K		Traded 2019-07-17 → Filed 2019-07-23 +6d	eFD ↗
Sale	ISRG	Intuitive Surgical, Inc.	—	$15K–$50K		Traded 2019-05-10 → Filed 2019-05-20 +10d	eFD ↗
Sale	DAL	Delta Air Lines, Inc.	—	$50K–$100K		Traded 2019-01-16 → Filed 2019-01-17 +1d	eFD ↗
Sale	ALB	Albemarle Corporation	—	$15K–$50K		Traded 2019-01-16 → Filed 2019-01-17 +1d	eFD ↗
Sale	KMX	CarMax, Inc.	—	$100K–$250K		Traded 2019-01-16 → Filed 2019-01-17 +1d	eFD ↗
Sale	BABA	Alibaba Group Holding Limited	—	$15K–$50K		Traded 2019-01-16 → Filed 2019-01-17 +1d	eFD ↗
Sale	V	Visa Inc.	· partial (partial sale, member-owned)	$50K–$100K		Traded 2019-01-15 → Filed 2019-01-17 +2d	eFD ↗
Sale	AMZN	Amazon.com, Inc.	· partial (partial sale, member-owned)	$100K–$250K		Traded 2019-01-15 → Filed 2019-01-17 +2d	eFD ↗
Sale	MRK	Merck & Co., Inc.	—	$100K–$250K		Traded 2019-01-11 → Filed 2019-01-17 +6d	eFD ↗
Sale	CELG	Celgene Corporation	—	$15K–$50K		Traded 2018-12-31 → Filed 2019-01-09 +9d	eFD ↗
Purchase	XBI	SPDR S&P Biotech ETF	—	$15K–$50K		Traded 2018-12-31 → Filed 2019-01-09 +9d	eFD ↗
Purchase	TEL	TE Connectivity Ltd.	—	$50K–$100K		Traded 2018-12-27 → Filed 2019-01-09 +13d	eFD ↗
Sale	APTV	Aptiv PLC	—	$15K–$50K		Traded 2018-12-27 → Filed 2019-01-09 +13d	eFD ↗
Sale	XPO	XPO Logistics, Inc.	—	$15K–$50K		Traded 2018-12-13 → Filed 2019-01-09 +27d	eFD ↗
Sale	APTV	Aptiv PLC	· partial (partial sale, member-owned)	$15K–$50K	amendment pending	Traded 2018-11-16 → Filed 2018-12-12 +26d	eFD ↗
Sale	CELG	Celgene Corporation	· partial (partial sale, member-owned)	$15K–$50K	amendment pending	Traded 2018-11-16 → Filed 2018-12-12 +26d	eFD ↗
Purchase	AIG	American International Group, Inc.	—	$50K–$100K		Traded 2018-11-05 → Filed 2018-11-08 +3d	eFD ↗
Sale	GE	General Electric Company	—	$15K–$50K		Traded 2018-10-31 → Filed 2018-11-08 +8d	eFD ↗
Purchase	ISRG	Intuitive Surgical, Inc.	—	$15K–$50K		Traded 2018-10-25 → Filed 2018-11-08 +14d	eFD ↗
Purchase	XPO	XPO Logistics, Inc.	—	$50K–$100K		Traded 2018-10-25 → Filed 2018-11-08 +14d	eFD ↗
Sale	NTLA	Intellia Therapeutics, Inc.	—	$15K–$50K		Traded 2018-10-25 → Filed 2018-11-08 +14d	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
2021-01-15	1	eFD ↗
2020-12-23	2	eFD ↗
2020-08-13	5	eFD ↗
2020-07-24	3	eFD ↗
2020-05-08	2	eFD ↗
2020-04-10	2	eFD ↗
2020-03-13	1	eFD ↗
2020-02-14	5	eFD ↗
2020-01-23	2	eFD ↗
2019-12-20	1	eFD ↗
2019-12-20	1	eFD ↗
2019-12-20	2	eFD ↗
2019-10-18	2	eFD ↗
2019-07-23	1	eFD ↗
2019-05-20	1	eFD ↗
2019-01-17	7	eFD ↗
2019-01-09	5	eFD ↗
2018-12-12	2	eFD ↗
2018-11-08	7	eFD ↗
2018-10-11	5	eFD ↗
2018-08-20	5	eFD ↗
2018-07-25	1	eFD ↗
2018-07-25	1	eFD ↗
2018-07-19	1	eFD ↗
2018-07-12	3	eFD ↗
2018-06-20	3	eFD ↗
2018-05-14	19	eFD ↗
2018-02-26	8	eFD ↗
2018-01-17	2	eFD ↗
2017-12-13	3	eFD ↗
2017-11-08	11	eFD ↗
2017-09-19	3	eFD ↗
2017-08-25	1	eFD ↗
2017-08-07	4	eFD ↗
2017-07-03	6	eFD ↗
2017-06-07	3	eFD ↗
2017-05-24	1	eFD ↗
2017-05-01	3	eFD ↗
2017-03-29	2	eFD ↗
2017-03-02	6	eFD ↗
2017-01-27	5	eFD ↗
2017-01-05	2	eFD ↗
2016-12-06	2	eFD ↗
2016-10-20	1	eFD ↗
2016-10-20	1	eFD ↗
2016-10-20	2	eFD ↗
2016-09-12	2	eFD ↗
2016-08-09	3	eFD ↗
2016-08-09	1	eFD ↗
2016-08-04	3	eFD ↗
2016-07-08	2	eFD ↗
2016-06-07	4	eFD ↗
2016-04-26	4	eFD ↗
2016-03-23	3	eFD ↗
2016-02-03	4	eFD ↗
2016-01-11	3	eFD ↗
2015-12-09	1	eFD ↗
2015-11-16	2	eFD ↗
2015-10-26	2	eFD ↗
2015-09-10	9	eFD ↗
2015-09-10	1	eFD ↗
2015-09-10	1	eFD ↗
2015-08-04	1	eFD ↗
2015-07-29	1	eFD ↗
2015-07-15	16	eFD ↗
2015-07-09	1	eFD ↗
2015-06-16	1	eFD ↗
2015-05-28	7	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

228 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
2018-12-21	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2015-06-01	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗