Disclosed transactions
195 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Jonathan L. Jackson
Democrat — D–IL-1 · U.S. House · serving since 2023 · House Committee on Agriculture, House Committee on Foreign Affairs · member ID J000309Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 195 36 filings · 0 paper · retained
- Net flow · 12m
- −$814K to $681K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 76 across every disclosed row
- Late filings
- 37 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $61K–$215K, sales $76K–$265K; 25Q1: purchases $33K–$320K, sales $17K–$80K; 25Q2: purchases $138K–$420K, sales $181K–$540K; 25Q3: purchases $19K–$110K, sales $4K–$60K; 25Q4: purchases $127K–$380K, sales $98K–$295K; 26Q1: purchases $252K–$655K, sales $252K–$655K; 26Q2: purchases $17K–$80K, sales $83K–$245K; 26Q3: no purchases, sales $1K–$15K
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 · 3 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 | C | Citigroup, Inc. Common Stock (C) [ST] | Purchases $67K–$180K; sales — | 4 | 0 | $67.0K to $180K net accumulation | 2026-02-11 | — |
| BUY | BK | The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Purchases $51K–$115K; sales — | 2 | 0 | $51.0K to $115K net accumulation≈ | 2026-02-17 | — |
| BUY | CAH | Cardinal Health, Inc. Common Stock (CAH) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2024-01-12 | — |
| BUY | WMT | Walmart Inc. - Common Stock (WMT) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2026-01-13 | — |
| BUY | VSAT | ViaSat, Inc. - Common Stock (VSAT) [ST] | Purchases $50K–$100K; sales $1K–$15K | 1 | 1 | $35.0K to $99.0K net accumulation≈ | 2026-08-28 | — |
| BUY | MAR | Marriott International - Class A (MAR) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2023-10-11 | — |
| BUY | SPG | Simon Property Group, Inc. Common Stock (SPG) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2026-04-20 | — |
| BUY | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-01-20 | — |
| BUY | AME | AMETEK, Inc. (AME) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2023-01-23 | — |
| BUY | GEV | GE Vernova Inc. Common Stock (GEV) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-01-30 | — |
| BUY | NVDA | NVIDIA Corporation (NVDA) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2023-04-14 | — |
| BUY | PH | Parker-Hannifin Corporation (PH) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2023-01-09 | — |
| BUY | EME | EMCOR Group, Inc. (EME) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-29 | — |
| BUY | HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-06-15 | — |
| BUY | SPHR | Sphere Entertainment Co. Class A Common Stock (SPHR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-06-15 | — |
| BUY | STT | State Street Corporation Common Stock (STT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-11-11 | — |
| BUY | WELL | Welltower Inc. Common Stock (WELL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-02-11 | — |
| MIXED | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchases $50K–$100K; sales $15K–$50K | 1 | 1 | $0 to $85.0K≈ | 2024-11-27 | — |
| MIXED | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-04-07 | — |
| MIXED | KKR | KKR & Co. Inc. Common Stock (KKR) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-04-04 | — |
| MIXED | WMB | Williams Companies, Inc. (WMB) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-04-23 | — |
| MIXED | ARM | Arm Holdings plc - American Depositary Shares (ARM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-09-02 | — |
| MIXED | FMX | Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-17 | — |
| SELL | BRCM | Broadcom Corporation - Class A (BRCM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-02-04 | — |
| MIXED | BP | BP p.l.c. Common Stock (BP) [ST] | Purchases $31K–$115K; sales $15K–$50K | 3 | 1 | −$19.0K to $100K≈ | 2026-03-20 | — |
| MIXED | MCK | McKesson Corporation Common Stock (MCK) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2026-06-15 | — |
| MIXED | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2025-11-11 | — |
| MIXED | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | Purchases $31K–$115K; sales $16K–$65K | 3 | 2 | −$34.0K to $99.0K≈ | 2026-01-20 | — |
| MIXED | W | Wayfair Inc. Class A Common Stock (W) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2024-01-17 | — |
| MIXED | ACI | Albertsons Companies, Inc. Class A Common Stock (ACI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-07-03 | — |
| MIXED | AES | The AES Corporation Common Stock (AES) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-09-19 | — |
| MIXED | ARMK | Aramark Common Stock (ARMK) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-10 | — |
| MIXED | BHF | Brighthouse Financial, Inc. (BHF) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-04-14 | — |
| MIXED | CHX | ChampionX Corporation (CHX) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-11-16 | — |
| MIXED | COP | ConocoPhillips Common Stock (COP) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-07-05 | — |
| MIXED | CPNG | Coupang, Inc. Class A Common Stock (CPNG) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2026-01-22 | — |
| MIXED | DE | Deere & Company (DE) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-06-23 | — |
| MIXED | DOCS | Doximity, Inc. Class A Common Stock (DOCS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-11-06 | — |
| MIXED | EL | Estee Lauder Companies, Inc. (EL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-06-07 | — |
| MIXED | GD | General Dynamics Corporation Common Stock (GD) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-12-16 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-21 | — |
| MIXED | HXL | Hexcel Corporation Common Stock (HXL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-04-24 | — |
| MIXED | INTC | Intel Corporation - Common Stock (INTC) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-03-13 | — |
| MIXED | LULU | lululemon athletica inc. - Common Stock (LULU) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-04-02 | — |
| MIXED | MELI | MercadoLibre, Inc. - Common Stock (MELI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-12-10 | — |
| MIXED | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2026-01-16 | — |
| MIXED | TECK | Teck Resources Ltd Ordinary Shares (TECK) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-07-23 | — |
| MIXED | TIMB | TIM S.A. American Depositary Shares (TIMB) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-12-09 | — |
| MIXED | CHD | Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Purchases $18K–$95K; sales $16K–$65K | 4 | 2 | −$47.0K to $79.0K≈ | 2025-05-14 | — |
| MIXED | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Purchases $66K–$165K; sales $51K–$115K | 3 | 2 | −$49.0K to $114K≈ | 2026-02-03 | — |
| MIXED | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2025-06-03 | — |
| MIXED | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2025-09-03 | — |
| MIXED | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2024-11-13 | — |
| MIXED | HON | Honeywell International Inc. (HON) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2023-11-16 | — |
| MIXED | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2025-12-08 | — |
| MIXED | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Purchases $15K–$50K; sales $16K–$65K | 1 | 2 | −$50.0K to $34.0K≈ | 2026-04-24 | — |
| SELL | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-03-13 | — |
| SELL | ADI | Analog Devices, Inc. - Common Stock (ADI) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-03-13 | — |
| SELL | DTE | DTE Energy Company (DTE) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-09-26 | — |
| SELL | GPK | Graphic Packaging Holding Company (GPK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-10-11 | — |
| SELL | HEI | Heico Corporation (HEI) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-12-20 | — |
| SELL | HSY | The Hershey Company (HSY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-10-30 | — |
| SELL | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-09-24 | — |
| SELL | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-02-28 | — |
| SELL | WCN | Waste Connections, Inc. Common Shares (WCN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-08-31 | — |
| MIXED | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $19K–$110K; sales $17K–$80K | 5 | 3 | −$61.0K to $93.0K≈ | 2026-03-09 | — |
| MIXED | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | Purchases $66K–$165K; sales $52K–$130K | 3 | 3 | −$64.0K to $113K≈ | 2026-02-17 | — |
| MIXED | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchases $51K–$115K; sales $51K–$115K | 2 | 2 | −$64.0K to $64.0K≈ | 2026-02-05 | — |
| MIXED | THC | Tenet Healthcare Corporation Common Stock (THC) [ST] | Purchases $16K–$65K; sales $17K–$80K | 2 | 3 | −$64.0K to $48.0K≈ | 2026-04-20 | — |
| MIXED | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2024-10-28 | — |
| MIXED | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-03-11 | — |
| MIXED | LIN | Linde plc - Ordinary Shares (LIN) [ST] | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2025-05-07 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2026-04-24 | — |
| MIXED | TMUS | T-Mobile US, Inc. (TMUS) [ST] | Purchases $18K–$95K; sales $51K–$115K | 4 | 2 | −$97.0K to $44.0K≈ | 2026-01-13 | — |
| SELL | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases —; sales $66K–$165K | 0 | 3 | −$165K to −$66.0K net disposal≈ | 2026-05-12 | — |
| SELL | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases —; sales $61K–$215K | 0 | 5 | −$215K to −$61.0K net disposal≈ | 2023-10-04 | — |
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
- +33dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 5.4above median — median 3.2
- Share ≤ $15K bracket
- 38%larger lots — median 69%
- Buy share of rows
- 56%above median — median 47%
- Self-owned share
- 7%family accounts — median 97%
filings incl. 0 paper: 36distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 195 · disclosed flow · trailing 12m: $830K–$2.3Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +33dmedian days between trade date and filing date, over rows that disclose both · late filings: 37rows 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 | 71 | $1.1M–$3.3M |
| services | 39 | $599K–$1.8M |
| finance-insurance-realestate | 24 | $213K–$795K |
| transport-utilities | 22 | $274K–$885K |
| retail | 21 | $238K–$820K |
| wholesale | 7 | $56K–$190K |
| mining | 2 | $30K–$100K |
| construction | 1 | $1K–$15K |
| ticker not resolved to an issuer coverage | 5 | $82K–$230K |
| no ticker disclosed coverage | 3 | $17K–$80K |
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 |
|---|---|---|---|---|
| 2026-06-16 | MSFT | Sale | $15K–$50K | |
| 2026-09-03 | VSAT | Sale | $1K–$15K | |
| 2026-07-15 | SPHR | Purchase | $1K–$15K | |
| 2026-07-15 | MCK | Sale | $1K–$15K | |
| 2026-07-15 | HLT | Purchase | $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 Agriculture · House Committee on Foreign Affairs
No overlaps found within the MAPPED committee jurisdictions · 82 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 105 trades touch committees outside the jurisdiction mapping (HSFA) — 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
195 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | VSAT | ViaSat, Inc. - Common Stock (VSAT) [ST] | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +6d | ||
| Purchase | SPHR | Sphere Entertainment Co. Class A Common Stock (SPHR) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +30d | ||
| Sale | MCK | McKesson Corporation Common Stock (MCK) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +30d | ||
| Purchase | HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +30d | ||
| Sale | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +35d | ||
| Sale | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | — | $1K–$15K | Traded → Filed +33d | ||
| Sale | V | Visa Inc. (V) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +33d | ||
| Purchase | SPG | Simon Property Group, Inc. Common Stock (SPG) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +37d | ||
| Sale | THC | Tenet Healthcare Corporation Common Stock (THC) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +37d | ||
| Sale | THC | Tenet Healthcare Corporation Common Stock (THC) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +42d | ||
| Purchase | BP | BP p.l.c. Common Stock (BP) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +20d | ||
| Purchase | BP | BP p.l.c. Common Stock (BP) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +20d | ||
| Sale | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | — | $1K–$15K | Traded → Filed +30d | ||
| Purchase | BK | The Bank of New York Mellon Corporation Common Stock (BK) [ST] | — | $1K–$15K | Traded → Filed +23d | ||
| Sale | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +23d | ||
| Sale | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | — | $1K–$15K | Traded → Filed +23d | ||
| Purchase | BK | The Bank of New York Mellon Corporation Common Stock (BK) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +23d | ||
| Sale | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Purchase | WELL | Welltower Inc. Common Stock (WELL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Sale | THC | Tenet Healthcare Corporation Common Stock (THC) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Purchase | C | Citigroup, Inc. Common Stock (C) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Purchase | C | Citigroup, Inc. Common Stock (C) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +35d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | — | $1K–$15K | Traded → Filed +35d | ||
| Sale | PANW | Palo Alto Networks, Inc. (PANW) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +35d | ||
| Sale | BRCM | Broadcom Corporation - Class A (BRCM) [ST] | — | $1K–$15K | Traded → Filed +36d | ||
| Purchase | C | Citigroup, Inc. Common Stock (C) [ST] | — | $1K–$15K | Traded → Filed +36d | ||
| Sale | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | — | $1K–$15K | Traded → Filed +37d | ||
| Purchase | C | Citigroup, Inc. Common Stock (C) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +24d | ||
| Purchase | GEV | GE Vernova Inc. Common Stock (GEV) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +24d | ||
| Sale | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +24d | ||
| Sale | CPNG | Coupang, Inc. Class A Common Stock (CPNG) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +32d | ||
| Purchase | VSAT | ViaSat, Inc. - Common Stock (VSAT) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +32d | ||
| Purchase | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| Sale | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| Sale | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +38d | ||
| Sale | TMUS | T-Mobile US, Inc. (TMUS) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +41d | ||
| Purchase | WMT | Walmart Inc. - Common Stock (WMT) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +41d | ||
| Sale | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +17d | ||
| Purchase | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +17d | ||
| Sale | MELI | MercadoLibre, Inc. - Common Stock (MELI) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +29d | ||
| Purchase | THC | Tenet Healthcare Corporation Common Stock (THC) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +31d | ||
| Purchase | SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | · JT (jointly owned) | $50K–$100K | Traded → Filed +31d | ||
| Purchase | STT | State Street Corporation Common Stock (STT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Sale | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Sale | TMUS | T-Mobile US, Inc. (TMUS) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Purchase | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | DOCS | Doximity, Inc. Class A Common Stock (DOCS) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | MCK | McKesson Corporation Common Stock (MCK) [ST] | — | $1K–$15K | Traded → Filed +33d |
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 195 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-03 | 1 | |
| 2026-07-15 | 3 | |
| 2026-06-16 | 1 | |
| 2026-05-27 | 5 | |
| 2026-04-08 | 4 | |
| 2026-03-12 | 14 | |
| 2026-02-23 | 10 | |
| 2026-01-08 | 6 | |
| 2025-12-05 | 5 | |
| 2025-11-10 | 4 | |
| 2025-10-15 | 4 | |
| 2025-09-23 | 3 | |
| 2025-08-25 | 33 | |
| 2025-07-14 | 2 | |
| 2025-06-13 | 3 | |
| 2025-05-13 | 7 | |
| 2025-04-08 | 4 | |
| 2025-01-16 | 4 | |
| 2024-12-12 | 5 | |
| 2024-11-29 | 2 | |
| 2024-10-11 | 4 | |
| 2024-09-20 | 2 | |
| 2024-08-12 | 7 | |
| 2024-05-07 | 4 | |
| 2024-04-24 | 5 | |
| 2024-03-19 | 1 | |
| 2024-02-15 | 6 | |
| 2024-01-12 | 5 | |
| 2023-12-04 | 4 | |
| 2023-11-16 | 5 | |
| 2023-11-01 | 3 | |
| 2023-09-11 | 4 | |
| 2023-08-09 | 3 | |
| 2023-07-07 | 6 | |
| 2023-06-06 | 6 | |
| 2023-05-12 | 10 |
Signals
all signals ↗| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| HLT | 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 | 2026-07-15 | $1.0K–$15.0K | |
| SPHR | 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 | 2026-07-15 | $1.0K–$15.0K |
Filed dates lag the trades
How this is computed
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. · 2 superseded in the window
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 |
|---|---|---|---|
| AMZN | 8 | $36K–$190K§ | 2026-03 |
| CHD | 6 | $34K–$160K§ | 2025-05 |
| IBM | 6 | $118K–$295K§ | 2026-02 |
| MCK | 6 | $6K–$90K§ | 2026-06 |
| META | 6 | $6K–$90K§ | 2025-11 |
| HOOD | 5 | $47K–$180K§ | 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.