Kelly Loeffler

Republican — R–GA · U.S. Senate · serving since 2020 · member ID L000594Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
343
10 filings · 0 paper · retained
Net flow · 12m
purchases minus sales · statutory ranges, an interval
Distinct tickers
110
across every disclosed row
Late filings
109
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 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 · source: House Clerk + Senate eFD

Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, 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 · 8 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Kelly Loeffler
NetTickerIssuerBuy ◂ ▸ 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 zeroBuysSellsNet 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 zeroLast traded13FInstitutional overlap is not available in this build.
BUYDFSDiscover Financial ServicesPurchases $700K–$1.5M; sales $66K–$165K43$535K to $1.4M net accumulation2020-04-14
BUYDALDelta Air Lines, Inc.Purchases $300K–$700K; sales $101K–$215K43$85.0K to $599K net accumulation2020-04-14
BUYCVXChevron CorporationPurchases $450K–$1.1M; sales $132K–$380K65$70.0K to $918K net accumulation2020-04-07
BUYAFLAflac IncorporatedPurchases $65K–$150K; sales $1K–$15K21$50.0K to $149K net accumulation2020-04-07
BUYDDDuPont de Nemours, Inc.Purchases $362K–$930K; sales $117K–$330K104$32.0K to $813K net accumulation2020-04-14
BUYEMREmerson Electric Co.Purchases $315K–$650K; sales $103K–$295K34$20.0K to $547K net accumulation2020-04-07
BUYPGThe Procter & Gamble CompanyPurchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2020-04-07
BUYVMCVulcan Materials CompanyPurchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2020-04-07
BUYABTAbbott LaboratoriesPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-07
BUYETNEaton Corporation plcPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-07
BUYKOThe Coca-Cola CompanyPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-07
BUYLLYEli Lilly and CompanyPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-07
BUYPGRThe Progressive CorporationPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-07
MIXEDMRKMerck & Co., Inc.Purchases $15K–$50K; sales $1K–$15K11$0 to $49.0K2020-04-07
MIXEDRTN RTXRaytheon Company (Exchanged) Raytheon Technologies Corporation (Received)Purchases —; sales —00$02020-04-03
MIXEDAIGAmerican International Group, Inc.Purchases $116K–$265K; sales $32K–$130K44−$14.0K to $233K2020-04-14
MIXEDPANWPalo Alto Networks, Inc.Purchases $15K–$50K; sales $2K–$30K12−$15.0K to $48.0K2020-04-07
MIXEDULThe Unilever GroupPurchases $15K–$50K; sales $2K–$30K12−$15.0K to $48.0K2020-04-07
SELLAMATApplied Materials, Inc.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-13
SELLNNVCNanoViricides, Inc.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-07
MIXEDTRVThe Travelers Companies, Inc.Purchases $30K–$100K; sales $15K–$50K21−$20.0K to $85.0K2020-04-07
MIXEDBABAAlibaba Group Holding LimitedPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-04-07
MIXEDCMECME Group Inc.Purchases $350K–$800K; sales $165K–$400K53−$50.0K to $635K2020-04-07
SELLAAAlcoa CorporationPurchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-13
SELLCTVACorteva, Inc.Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-14
SELLDOWDow Inc.Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-14
SELLGLNCYGlencore plcPurchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-07
SELLMOAltria Group, Inc.Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-14
SELLORLYO'Reilly Automotive, Inc.Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-02-07
SELLSLBSchlumberger LimitedPurchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-14
SELLTEXTerex CorporationPurchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-13
MIXEDAMZNAmazon.com, Inc.Purchases $30K–$100K; sales $30K–$100K22−$70.0K to $70.0K2020-02-27
MIXEDBKNGBooking Holdings Inc.Purchases $30K–$100K; sales $32K–$130K24−$100K to $68.0K2020-03-11
SELLFISFidelity National Information Services, Inc.Purchases $15K–$50K; sales $51K–$115K12−$100K to −$1.0K net disposal2020-04-07
SELLTCEHYTencent Holdings LimitedPurchases —; sales $30K–$100K02−$100K to −$30.0K net disposal2020-02-05
SELLAGCOAGCO CorporationPurchases —; sales $50K–$100K01−$100K to −$50.0K net disposal2020-04-07
SELLKLKirkland Lake Gold Ltd.Purchases —; sales $50K–$100K01−$100K to −$50.0K net disposal2020-02-04
MIXEDCAHCardinal Health, Inc.Purchases $101K–$265K; sales $100K–$250K21−$149K to $165K2020-04-07
MIXEDCTXSCitrix Systems, Inc.Purchases $100K–$250K; sales $100K–$250K11−$150K to $150K2020-04-07
MIXEDORCLOracle CorporationPurchases $100K–$250K; sales $100K–$250K11−$150K to $150K2020-04-07
MIXEDWDCWestern Digital CorporationPurchases $100K–$250K; sales $100K–$250K11−$150K to $150K2020-04-07
MIXEDCMCSAComcast CorporationPurchases $30K–$100K; sales $47K–$180K25−$150K to $53.0K2020-04-07
SELLTDGTransDigm Group IncorporatedPurchases —; sales $65K–$150K02−$150K to −$65.0K net disposal2020-03-18
MIXEDGSThe Goldman Sachs Group, Inc.Purchases $100K–$250K; sales $102K–$280K13−$180K to $148K2020-04-14
MIXEDADMArcher-Daniels-Midland CompanyPurchases $116K–$315K; sales $115K–$300K32−$184K to $200K2020-04-07
MIXEDCRCrane Co.Purchases $165K–$400K; sales $130K–$350K33−$185K to $270K2020-04-07
SELLTJXThe TJX Companies, Inc.Purchases $15K–$50K; sales $60K–$200K14−$185K to −$10.0K net disposal2020-04-07
MIXEDDISThe Walt Disney CompanyPurchases $50K–$100K; sales $100K–$250K11−$200K to $02020-04-07
MIXEDRTXRaytheon Technologies CorporationPurchases $50K–$100K; sales $100K–$250K11−$200K to $02020-04-07
SELLNVDANVIDIA CorporationPurchases —; sales $60K–$200K04−$200K to −$60.0K net disposal2020-02-26
SELLIPHIInphi CorporationPurchases —; sales $80K–$200K03−$200K to −$80.0K net disposal2020-04-07
SELLLULULululemon Athletica Inc.Purchases —; sales $100K–$200K02−$200K to −$100K net disposal2020-03-03
MIXEDCTSHCognizant Technology Solutions CorporationPurchases $30K–$100K; sales $100K–$250K21−$220K to $02020-04-14
SELLCATCaterpillar Inc.Purchases $30K–$100K; sales $101K–$265K22−$235K to −$1.0K net disposal2020-04-14
SELLBACBank of America CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLCCitigroup Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLCOSTCostco Wholesale CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLEBAYeBay Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLEEFTEuronet Worldwide, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-02-10
SELLFDXFedEx CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLHONHoneywell International Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-02-03
SELLKEYKeyCorpPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLKHCThe Kraft Heinz CompanyPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-14
SELLKMIKinder Morgan, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLLMTLockheed Martin CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLMDLZMondelez International, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLMPCMarathon Petroleum CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLPFEPfizer Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLPYPLPayPal Holdings, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLROKURoku, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-02-05
SELLSAPSAP SEPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLSTZConstellation Brands, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLTAT&T Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLTFCTruist Financial CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLTGTTarget CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-14
SELLUTXRaytheon Technologies CorporationPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-14
SELLVTRVentas, Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLWMTWalmart Inc.Purchases —; sales $100K–$250K01−$250K to −$100K net disposal2020-04-07
SELLHELEHelen of Troy LimitedPurchases —; sales $115K–$250K03−$250K to −$115K net disposal2020-04-07
SELLDGDollar General CorporationPurchases —; sales $116K–$265K04−$265K to −$116K net disposal2020-04-07
SELLFBFacebook, Inc.Purchases —; sales $130K–$300K04−$300K to −$130K net disposal2020-03-03
SELLFNKOFunko, Inc.Purchases —; sales $130K–$300K04−$300K to −$130K net disposal2020-02-10
MIXEDAIZAssurant, Inc.Purchases $316K–$665K; sales $282K–$630K45−$314K to $383K2020-04-07
SELLBPBP p.l.c.Purchases $30K–$100K; sales $152K–$380K24−$350K to −$52.0K net disposal2020-04-14
SELLAZOAutoZone, Inc.Purchases —; sales $120K–$400K08−$400K to −$120K net disposal2020-02-26
SELLROSTRoss Stores, Inc.Purchases —; sales $120K–$400K08−$400K to −$120K net disposal2020-03-03
MIXEDKKellogg CompanyPurchases $115K–$300K; sales $202K–$530K24−$415K to $98.0K2020-04-14
SELLADPAutomatic Data Processing, Inc.Purchases —; sales $201K–$465K04−$465K to −$201K net disposal2020-04-07
SELLMSFTMicrosoft CorporationPurchases $15K–$50K; sales $250K–$500K11−$485K to −$200K net disposal2020-04-07
SELLCLColgate-Palmolive CompanyPurchases $1K–$15K; sales $200K–$500K12−$499K to −$185K net disposal2020-04-14
SELLCVSCVS Health CorporationPurchases $1K–$15K; sales $250K–$500K11−$499K to −$235K net disposal2020-04-14
SELLKEYSKeysight Technologies, Inc.Purchases —; sales $200K–$500K02−$500K to −$200K net disposal2020-01-29
SELLAAPLApple Inc.Purchases —; sales $250K–$500K01−$500K to −$250K net disposal2020-04-07
SELLAGNAllergan plcPurchases —; sales $250K–$500K01−$500K to −$250K net disposal2020-04-14
SELLGOOGLAlphabet Inc.Purchases —; sales $250K–$500K01−$500K to −$250K net disposal2020-04-07
SELLJDJD.com, Inc.Purchases —; sales $250K–$500K01−$500K to −$250K net disposal2020-04-07
SELLLOWLowe's Companies, Inc.Purchases —; sales $250K–$500K01−$500K to −$250K net disposal2020-04-07
SELLVZVerizon Communications Inc.Purchases —; sales $250K–$500K01−$500K to −$250K net disposal2020-04-07
SELLABBVAbbVie Inc.Purchases $16K–$65K; sales $252K–$530K23−$514K to −$187K net disposal2020-04-14
SELLARNAArena Pharmaceuticals, Inc.Purchases —; sales $245K–$550K07−$550K to −$245K net disposal2020-04-07
SELLAMGNAmgen Inc.Purchases $15K–$50K; sales $280K–$600K13−$585K to −$230K net disposal2020-04-07
SELLXOMExxon Mobil CorporationPurchases —; sales $300K–$600K02−$600K to −$300K net disposal2020-04-14
MIXEDCSCOCisco Systems, Inc.Purchases $165K–$400K; sales $302K–$780K35−$615K to $98.0K2020-04-14
MIXEDPRUPrudential Financial, Inc.Purchases $245K–$650K; sales $352K–$880K56−$635K to $298K2020-04-14
SELLHIGThe Hartford Financial Services Group, Inc.Purchases $115K–$300K; sales $302K–$780K25−$665K to −$2.0K net disposal2020-04-14
SELLDOCUDocuSign, Inc.Purchases —; sales $300K–$750K03−$750K to −$300K net disposal2020-04-07
SELLBMYBristol-Myers Squibb CompanyPurchases —; sales $350K–$750K02−$750K to −$350K net disposal2020-04-14
SELLSTTState Street CorporationPurchases —; sales $350K–$750K02−$750K to −$350K net disposal2020-04-14
SELLREZIResideo Technologies, Inc.Purchases —; sales $330K–$800K06−$800K to −$330K net disposal2020-01-28
MIXEDICEIntercontinental Exchange, Inc.Purchases $7.3M–$35.5M; sales $23M–$115M47−$108M to $12.5M2020-09-23

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
+28dat chamber median — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing
34far above median — median 2.9
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
17%larger lots — median 60%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
33%below median — median 49%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
5%family accounts — median 28%

filings incl. 0 paper: 10distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 343 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +28dmedian days between trade date and filing date, over rows that disclose both · late filings: 109rows 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
SectorTradesFlow range
manufacturing126$6.4M–$15.5M
finance-insurance-realestate73$33.8M–$159.1M
retail37$1.6M–$3.8M
services26$1.9M–$4.4M
transport-utilities25$1.2M–$2.9M
wholesale9$531K–$1.3M
mining2$30K–$100K
agriculture1$15K–$50K
ticker not resolved to an issuer coverage36$2.3M–$5.3M
no ticker disclosed coverage8$1M–$2.3M
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 · 299 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

343 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for Kelly Loeffler
KindTickerAssetOwnerFilings 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 ↗RangeAmount rangeTraded → FiledSource
PurchaseICEIntercontinental Exchange, Inc.· SP (spouse-owned)$250K–$500KTraded Filed +23d
SaleICEIntercontinental Exchange, Inc.· partial · SP (partial sale, spouse-owned)$1M–$5MTraded Filed +23d
SaleICEIntercontinental Exchange, Inc.· partial · SP (partial sale, spouse-owned)$5M–$25MTraded Filed +30d
SaleICEIntercontinental Exchange, Inc.· partial · SP (partial sale, spouse-owned)$5M–$25MTraded Filed +2d
PurchaseICEIntercontinental Exchange, Inc.· SP (spouse-owned)$1M–$5MTraded Filed +2d
SaleICEIntercontinental Exchange, Inc.· partial (partial sale, member-owned)$1M–$5MTraded Filed +2d
SaleCSCOCisco Systems, Inc.· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleBPBP p.l.c.$50K–$100KTraded Filed +17d
SaleDFSDiscover Financial Services· SP (spouse-owned)$50K–$100KTraded Filed +17d
SaleHIGThe Hartford Financial Services Group, Inc.· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleHIGThe Hartford Financial Services Group, Inc.$100K–$250KTraded Filed +17d
SaleBMYBristol-Myers Squibb Company$100K–$250KTraded Filed +17d
SaleAIGAmerican International Group, Inc.· SP (spouse-owned)$15K–$50KTraded Filed +17d
SaleSTTState Street Corporation$100K–$250KTraded Filed +17d
SaleCATCaterpillar Inc.$100K–$250KTraded Filed +17d
SaleCLColgate-Palmolive Company$100K–$250KTraded Filed +17d
SaleCVSCVS Health Corporation· SP (spouse-owned)$250K–$500KTraded Filed +17d
SaleDDDuPont de Nemours, Inc.· SP (spouse-owned)$15K–$50KTraded Filed +17d
SaleCLColgate-Palmolive Company· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleKKellogg Company· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleCTVACorteva, Inc.· SP (spouse-owned)$15K–$50KTraded Filed +17d
SaleABBVAbbVie Inc.· SP (spouse-owned)$250K–$500KTraded Filed +17d
SaleMOAltria Group, Inc.· SP (spouse-owned)$15K–$50KTraded Filed +17d
SaleBPBP p.l.c.· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleTGTTarget Corporation$100K–$250KTraded Filed +17d
SaleSLBSchlumberger Limited$15K–$50KTraded Filed +17d
SaleDOWDow Inc.· SP (spouse-owned)$15K–$50KTraded Filed +17d
SaleXOMExxon Mobil Corporation· SP (spouse-owned)$50K–$100KTraded Filed +17d
SaleGSThe Goldman Sachs Group, Inc.· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleBMYBristol-Myers Squibb Company· SP (spouse-owned)$250K–$500KTraded Filed +17d
SaleDFSDiscover Financial Services$15K–$50KTraded Filed +17d
SaleSTTState Street Corporation· SP (spouse-owned)$250K–$500KTraded Filed +17d
SalePRUPrudential Financial, Inc.· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleUTXRaytheon Technologies Corporation· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleAGNAllergan plc· SP (spouse-owned)$250K–$500KTraded Filed +17d
SaleCTSHCognizant Technology Solutions Corporation· SP (spouse-owned)$100K–$250KTraded Filed +17d
SaleDALDelta Air Lines, Inc.· SP (spouse-owned)$50K–$100KTraded Filed +17d
SaleKHCThe Kraft Heinz Company$100K–$250KTraded Filed +17d
SaleTEXTerex Corporation$15K–$50KTraded Filed +18d
SaleAAAlcoa Corporation$15K–$50KTraded Filed +18d
SaleAMATApplied Materials, Inc.$1K–$15KTraded Filed +18d
PurchaseCATCaterpillar Inc.· SP (spouse-owned)$15K–$50KTraded Filed +24d
PurchaseVMCVulcan Materials Company· SP (spouse-owned)$15K–$50KTraded Filed +24d
SaleJDJD.com, Inc.· JT (jointly owned)$250K–$500KTraded Filed +24d
PurchaseCAHCardinal Health, Inc.· SP (spouse-owned)$1K–$15KTraded Filed +24d
PurchaseRTXRaytheon Technologies Corporation· SP (spouse-owned)$50K–$100KTraded Filed +24d
SaleCVXChevron Corporation· SP (spouse-owned)$100K–$250KTraded Filed +24d
SaleTAT&T Inc.· JT (jointly owned)$100K–$250KTraded Filed +24d
SaleDISThe Walt Disney Company· JT (jointly owned)$100K–$250KTraded Filed +24d
PurchaseHIGThe Hartford Financial Services Group, Inc.· SP (spouse-owned)$15K–$50KTraded Filed +24d
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 343 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2020-10-162
2020-08-211
2020-05-223
2020-05-01181
2020-05-0142
2020-05-0125
2020-05-0120
2020-03-3142
2020-03-315
2020-03-1222

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.

343 reported transactions

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

Published 2026-09-14

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.