Disclosed transactions
201 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
William R. Keating
Democrat — D–MA-9 · U.S. House · serving since 2011 · House Committee on Armed Services, House Committee on Foreign Affairs · member ID K000375Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 201 39 filings · 1 paper · retained
- Net flow · 12m
- $16.0K to $374K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 56 across every disclosed row
- Late filings
- 7 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 · 1 date-anomaly rows excluded (impossible trade dates) · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $4K–$60K, sales $2K–$30K; 25Q1: purchases $71K–$365K, sales $3K–$45K; 25Q2: no purchases, sales $2K–$30K; 25Q3: purchases $1K–$15K, no sales; 25Q4: no purchases, sales $1K–$15K; 26Q1: purchases $57K–$205K, no sales; 26Q2: purchases $23K–$170K, sales $15K–$50K; 26Q3: purchases $1K–$15K, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 97 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 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation | 2025-01-07 | — |
| BUY | ARMK | Aramark Common Stock (ARMK) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-02-05 | — |
| BUY | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-02-13 | — |
| BUY | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-02-05 | — |
| BUY | PG | Procter & gamble Company (Pg) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2021-04-14 | — |
| BUY | PNC | PNC Financial Services Group, Inc. (PNC) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-02-13 | — |
| BUY | VEEV | Veeva Systems Inc. Class A (VEEV) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-02-13 | — |
| BUY | AMH | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-03-29 | — |
| BUY | CACI | CACI International, Inc. Class A (CACI) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | CDW | CDW Corporation (CDW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | CSGP | CoStar Group, Inc. - Common Stock (CSGP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-01-21 | — |
| BUY | FI | Fiserv, Inc. Common Stock (FI) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-01-07 | — |
| BUY | ICE | Intercontinental Exchange Inc. (ICE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | INTU | Intuit Inc. (INTu) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | ISRG | Intuitive Surgical, Inc. (ISRG) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-07-20 | — |
| BUY | KLAC | KLA Corporation - Common Stock (KLAC) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-01-24 | — |
| BUY | LIN | Linde plc Ordinary Shares (LIN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-06-30 | — |
| BUY | MA | Mastercard Incorporated (MA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | MCK | McKesson Corporation (MCK) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-06-08 | — |
| BUY | MCO | Moody's Corporation (MCO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | NOC | Northrop grumman Corporation (NOC) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | NOW | ServiceNow, Inc. (NOW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-11-09 | — |
| BUY | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-01-24 | — |
| BUY | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-10-31 | — |
| BUY | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-02-28 | — |
| BUY | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-09-09 | — |
| BUY | UNH | unitedHealth group Incorporated Common Stock (uNH) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-17 | — |
| BUY | VRTX | Vertex Pharmaceuticals Incorporated (VRTX) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-03-29 | — |
| MIXED | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2025-02-05 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2024-10-31 | — |
| MIXED | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-02-05 | — |
| MIXED | BA | Boeing Company (BA) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-02-28 | — |
| MIXED | BAX | Baxter International Inc. (BAX) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-12-05 | — |
| MIXED | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-01-24 | — |
| MIXED | NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-09-11 | — |
| MIXED | VRSN | VeriSign, Inc. (VRSN) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-06-10 | — |
| MIXED | ADBE | Adobe Inc. (ADBE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-11-09 | — |
| MIXED | AZO | AutoZone, Inc. Common Stock (AZO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-17 | — |
| MIXED | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-03-03 | — |
| MIXED | BKNG | Booking Holdings Inc. (BKNG) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-01-18 | — |
| MIXED | CCI | Crown Castle International Corp. (CCI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-29 | — |
| MIXED | COF | Capital One Financial Corporation (COF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-06-30 | — |
| MIXED | CVX | Chevron Corporation (CVX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-14 | — |
| MIXED | EA | Electronic Arts Inc. (EA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-07-20 | — |
| MIXED | FISV | Fiserv, Inc. (FISV) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-28 | — |
| MIXED | J | Jacobs Solutions Inc. Common Stock (J) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-17 | — |
| MIXED | LOW | Lowe's Companies, Inc. Common Stock (LOW) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-17 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-29 | — |
| MIXED | ROST | Ross Stores, Inc. (ROST) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-09-09 | — |
| MIXED | SU | Suncor Energy Inc. (Su) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-14 | — |
| MIXED | URI | United Rentals, Inc. Common Stock (URI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-02-28 | — |
| SELL | AMTM | Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-10-31 | — |
| MIXED | ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2025-01-07 | — |
| MIXED | CVS | CVS Health Corporation Common Stock (CVS) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-17 | — |
| MIXED | CAT | Caterpillar, Inc. Common Stock (CAT) [ST] | Purchases $1K–$15K; sales Over $1K | 1 | 2 | at most $14.0K≈ | 2024-09-11 | — |
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
- +19dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 5.3above median — median 3.2
- Share ≤ $15K bracket
- 72%small-lot profile — median 69%
- Buy share of rows
- 69%above median — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 1 paper: 39distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 201 · disclosed flow · trailing 12m: $97K–$455Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +19dmedian days between trade date and filing date, over rows that disclose both · late filings: 7rows 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 | 34 | Over $33K |
| services | 33 | $33K–$495K |
| retail | 18 | $32K–$305K |
| finance-insurance-realestate | 11 | $11K–$165K |
| construction | 2 | $2K–$30K |
| transport-utilities | 2 | $2K–$30K |
| wholesale | 1 | $1K–$15K |
| no ticker disclosed coverage | 97 | $937K–$3.5M |
| ticker not resolved to an issuer coverage | 3 | $3K–$45K |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-08-13 | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 [CS] — asset type as filed: CS — asset as filed, no ticker disclosed | Purchase | $15K–$50K | |
| 2026-08-25 | Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 [CS] — asset type as filed: CS — asset as filed, no ticker disclosed | Purchase | $1K–$15K | |
| 2026-08-13 | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 [CS] — asset type as filed: CS — asset as filed, no ticker disclosed | 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 Armed Services · House Committee on Foreign Affairs
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2025-02-05 | PEP | manufacturing | House Committee on Armed Services | |
| 2025-01-24 | KLAC | manufacturing | House Committee on Armed Services | |
| 2025-01-24 | LRCX | manufacturing | House Committee on Armed Services |
91 trades predate the membership snapshot's validity window — unanswerable, not cleared · 7 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
201 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 |
|---|---|---|---|---|---|---|---|
| Purchase | — | Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 [CS] | — | $1K–$15K | no ticker | Traded → Filed +14d | |
| Purchase | — | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 [CS] | — | $1K–$15K | no ticker | Traded → Filed +44d | |
| Purchase | — | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 [CS] | — | $15K–$50K | no ticker | Traded → Filed +44d | |
| Purchase | — | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036 [CS] | — | $1K–$15K | no ticker | Traded → Filed +10d | |
| Purchase | — | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 [CS] | — | $1K–$15K | no ticker | Traded → Filed +10d | |
| Purchase | — | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 [CS] | — | $1K–$15K | no ticker | Traded → Filed +10d | |
| Purchase | — | NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE [CS] | — | $1K–$15K | no ticker | Traded → Filed +10d | |
| Sale | — | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE [CS] | — | $15K–$50K | no ticker | Traded → Filed +12d | |
| Purchase | — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 [GS] | — | $1K–$15K | no ticker | Traded → Filed +18d | |
| Purchase | — | OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 [CS] | — | $1K–$15K | no ticker | Traded → Filed +19d | |
| Purchase | — | T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033 [CS] | — | $1K–$15K | no ticker | Traded → Filed +31d | |
| Purchase | — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026 [GS] | — | $50K–$100K | no ticker | Traded → Filed +18d | |
| Purchase | — | CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034 [CS] | — | $1K–$15K | no ticker | Traded → Filed +24d | |
| Purchase | — | ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035 [CS] | — | $1K–$15K | no ticker | Traded → Filed +24d | |
| Purchase | — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 [GS] | — | $1K–$15K | no ticker | Traded → Filed +24d | |
| Purchase | — | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 [CS] | — | $1K–$15K | no ticker | Traded → Filed +22d | |
| Purchase | — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 [GS] | — | $1K–$15K | no ticker | Traded → Filed +22d | |
| Purchase | — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 [GS] | — | $1K–$15K | no ticker | Traded → Filed +11d | |
| Purchase | — | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 [GS] | — | $1K–$15K | no ticker | Traded → Filed +29d | |
| Sale | — | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 [CS] | — | $1K–$15K | no ticker | Traded → Filed +11d | |
| Purchase | — | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 [CS] | — | $1K–$15K | no ticker | Traded → Filed +17d | |
| Sale | — | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 [CS] | — | $1K–$15K | no ticker | Traded → Filed +14d | |
| Sale | — | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 [CS] | — | $1K–$15K | no ticker | Traded → Filed +39d | |
| Purchase | — | BANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE [CS] | — | $1K–$15K | no ticker | Traded → Filed +15d | |
| Purchase | — | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 [CS] | — | $1K–$15K | no ticker | Traded → Filed +15d | |
| Sale | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | — | $1K–$15K | Traded → Filed +18d | ||
| Purchase | — | GOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE [CS] | — | $15K–$50K | no ticker | Traded → Filed +21d | |
| Purchase | — | COCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034 [CS] | — | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | — | WELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE [CS] | — | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | — | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 [CS] | — | $1K–$15K | no ticker | Traded → Filed +19d | |
| Purchase | — | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE [CS] | — | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | ARMK | Aramark Common Stock (ARMK) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | PEP | Pepsico, Inc. (PEP) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | KLAC | KLA Corporation - Common Stock (KLAC) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | CSGP | CoStar Group, Inc. - Common Stock (CSGP) [ST] | — | $1K–$15K | Traded → Filed +35d | ||
| Purchase | FI | Fiserv, Inc. Common Stock (FI) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Sale | ABNB | Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Purchase | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Sale | AMTM | Amentum Holdings, Inc. Common Stock (AMTM) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +6d | ||
| Sale | — | LOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 [CS] | — | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | UNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028 [CS] | · partial (partial sale) | $1K–$15K | no ticker | Traded → Filed +13d | |
| Sale | NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | — | $1K–$15K | Traded → Filed +13d | ||
| Sale | — | BANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE [CS] | · partial (partial sale) | $1K–$15K | no ticker | Traded → Filed +13d |
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 201 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-25 | 1 | |
| 2026-08-13 | 2 | |
| 2026-05-18 | 8 | |
| 2026-04-13 | 1 | |
| 2026-03-16 | 3 | |
| 2026-02-26 | 2 | |
| 2026-02-06 | 2 | |
| 2025-12-16 | 1 | |
| 2025-09-04 | 1 | |
| 2025-06-23 | 2 | |
| 2025-03-21 | 4 | |
| 2025-02-25 | 11 | |
| 2025-01-15 | 3 | |
| 2024-11-06 | 6 | |
| 2024-09-24 | 16 | |
| 2024-06-21 | 3 | |
| 2024-05-22 | 10 | |
| 2024-05-02 | 3 | |
| 2024-03-12 | 5 | |
| 2024-02-05 | 5 | |
| 2024-01-16 | 3 | |
| 2023-09-28 | 3 | |
| 2023-08-28 | 1 | |
| 2023-07-31 | 3 | |
| 2023-07-19 | 5 | |
| 2023-06-15 | 2 | |
| 2023-02-28 | 6 | |
| 2023-01-30 | 2 | |
| 2022-12-21 | 2 | |
| 2022-11-21 | 4 | |
| 2022-11-04 | 1 | |
| 2022-10-30 | 5 | |
| 2022-06-17 | 2 | |
| 2022-05-05 | 4 | |
| 2022-02-28 | 4 | |
| 2021-07-20 | 3 | |
| 2021-06-15 | 6 | |
| 2021-04-27 | 56 |
Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| AMZN | 2 | $2K–$30K§ | 2025-01 |
| MSFT | 2 | $2K–$30K§ | 2025-02 |
| ABNB | 1 | $1K–$15K§ | 2025-01 |
| ACN | 1 | $1K–$15K§ | 2025-02 |
| AMTM | 1 | $1K–$15K§ | 2024-10 |
| ARMK | 1 | $1K–$15K§ | 2025-02 |
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
Paper filings — not machine-readable
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.
| Filed ▾ | Status | Src |
|---|---|---|
| 2014-04-23 | paper filing — needs OCR retained and counted; zero machine-readable rows |