Greg Landsman

Democrat — D–OH-1 · U.S. House · serving since 2023 · House Committee on Energy and Commerce · member ID L000601Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
170
9 filings · 0 paper · retained
Net flow · 12m
purchases minus sales · statutory ranges, an interval
Distinct tickers
56
across every disclosed row
Late filings
88
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: purchases $3K–$45K, sales $98K–$420K; 25Q1: purchases $18K–$95K, sales $399K–$1.5M; 25Q2: no purchases, sales $250K–$500K; 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 · 2 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Greg Landsman
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.
BUYANETArista Networks, Inc. Common Stock (ANET) [ST]Purchases $16K–$65K; sales $1K–$15K21$1.0K to $64.0K net accumulation2025-03-27
MIXEDULTAUlta Beauty, Inc. - Common Stock (ULTA) [ST]Purchases $15K–$50K; sales $1K–$15K11$0 to $49.0K2024-08-14
MIXEDADIAnalog Devices, Inc. - Common Stock (ADI) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-05-30
MIXEDLHXL3Harris Technologies, Inc. Common Stock (LHX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-03-27
MIXEDLNGCheniere Energy, Inc. Common Stock (LNG) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2024-10-15
MIXEDREGNRegeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2024-10-15
SELLACNAccenture plc Class A Ordinary Shares (ACN) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLBMYBristol-Myers Squibb Company Common Stock (BMY) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLDHRDanaher Corporation Common Stock (DHR) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLDISWalt Disney Company (DIS) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLELEstee Lauder Companies, Inc. (EL) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-08-15
SELLEQIXEquinix, Inc. - Common Stock (EQIX) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLFITBFifth Third Bancorp - Common Stock (FITB) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLHDHome Depot, Inc. (HD) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLHZNPHorizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-02-03
SELLPFEPfizer, Inc. Common Stock (PFE) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2024-10-15
SELLRTXRTX Corporation Common Stock (RTX) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-09-21
SELLTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
SELLTRMBTrimble Inc. - Common Stock (TRMB) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-11-17
SELLVLTOVeralto Corp Common Stock (VLTO) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2024-05-29
SELLZTSZoetis Inc. Class A Common Stock (ZTS) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-03-27
MIXEDCDNSCadence Design Systems, Inc. - Common Stock (CDNS) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2025-03-27
SELLDGDollar General Corporation Common Stock (DG) [ST]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2025-03-27
SELLHONHoneywell International Inc. (HON) [ST]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2025-03-27
MIXEDCORCencora, Inc. Common Stock (COR) [ST]Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2025-03-27
MIXEDTELTE Connectivity plc Ordinary Shares (TEL) [ST]Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2025-03-25
MIXEDAMPAmeriprise Financial, Inc. Common Stock (AMP) [ST]Purchases $4K–$60K; sales $3K–$45K43−$41.0K to $57.0K2025-03-27
MIXEDCRWDCrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]Purchases $4K–$60K; sales $3K–$45K43−$41.0K to $57.0K2025-03-27
MIXEDBLKBlackRock, Inc. Common Stock (BLK) [ST]Purchases $3K–$45K; sales $3K–$45K33−$42.0K to $42.0K2025-03-27
MIXEDNEENextEra Energy, Inc. Common Stock (NEE) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2024-10-15
SELLLINLinde plc - Ordinary Shares (LIN) [ST]Purchases —; sales $3K–$45K03−$45.0K to −$3.0K net disposal2024-10-15
MIXEDADBEAdobe Inc. - Common Stock (ADBE) [ST]Purchases $2K–$30K; sales $15K–$50K21−$48.0K to $15.0K2024-08-14
SELLARINAArista Investors Corp. Class A (ARINA) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-02-20
SELLJPMJP Morgan Chase & Co. Common Stock (JPM) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
SELLORLYO'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
SELLPGProcter & Gamble Company (PG) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
SELLPMPhilip Morris International Inc Common Stock (PM) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
SELLPSXPhillips 66 Common Stock (PSX) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2024-10-15
SELLSPGSimon Property Group, Inc. Common Stock (SPG) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
SELLUNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
SELLVVisa Inc. (V) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-03-27
MIXEDCRMSalesforce, Inc. Common Stock (CRM) [ST]Purchases $2K–$30K; sales $16K–$65K22−$63.0K to $14.0K2025-03-27
SELLXOMExxon Mobil Corporation Common Stock (XOM) [ST]Purchases —; sales $16K–$65K02−$65.0K to −$16.0K net disposal2024-10-15
MIXEDUBERUber Technologies, Inc. Common Stock (UBER) [ST]Purchases $2K–$30K; sales $5K–$75K25−$73.0K to $25.0K2025-03-27
MIXEDISRGIntuitive Surgical, Inc. - Common Stock (ISRG) [ST]Purchases $18K–$95K; sales $18K–$95K44−$77.0K to $77.0K2024-07-17
MIXEDLLYEli Lilly and Company Common Stock (LLY) [ST]Purchases $2K–$30K; sales $17K–$80K23−$78.0K to $13.0K2024-11-08
MIXEDFANGDiamondback Energy, Inc. - Common Stock (FANG) [ST]Purchases $16K–$65K; sales $18K–$95K24−$79.0K to $47.0K2024-10-15
SELLGOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]Purchases $1K–$15K; sales $17K–$80K13−$79.0K to −$2.0K net disposal2025-03-27
MIXEDCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]Purchases $2K–$30K; sales $18K–$95K24−$93.0K to $12.0K2025-03-27
MIXEDPHParker-Hannifin Corporation Common Stock (PH) [ST]Purchases $3K–$45K; sales $19K–$110K35−$107K to $26.0K2025-03-27
SELLAAPLApple Inc. - Common Stock (AAPL) [ST]Purchases $1K–$15K; sales $31K–$115K13−$114K to −$16.0K net disposal2025-03-27
MIXEDURIUnited Rentals, Inc. Common Stock (URI) [ST]Purchases $4K–$60K; sales $33K–$145K45−$141K to $27.0K2025-03-27
MIXEDAMZNAmazon.com, Inc. - Common Stock (AMZN) [ST]Purchases $17K–$80K; sales $47K–$180K35−$163K to $33.0K2025-03-27
SELLNVDANVIDIA Corporation - Common Stock (NVDA) [ST]Purchases $2K–$30K; sales $36K–$190K28−$188K to −$6.0K net disposal2025-03-27
SELLMSFTMicrosoft Corporation - Common Stock (MSFT) [ST]Purchases $1K–$15K; sales $103K–$245K15−$244K to −$88.0K net disposal2025-03-27
SELLKRKroger Company (KR) [ST]Purchases —; sales $250K–$500K01−$500K to −$250K net disposal2025-05-09

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
+72dslower than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing
19far above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
77%small-lot profile — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
32%below median — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
0%family accounts — median 97%

filings incl. 0 paper: 9distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 170 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +72dmedian days between trade date and filing date, over rows that disclose both · late filings: 88rows 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
Disclosed transactions by issuer sector
SectorTradesFlow range
manufacturing64$246K–$1.4M
services47$229K–$1.1M
retail21$368K–$1M
finance-insurance-realestate18$60K–$375K
mining6$34K–$160K
transport-utilities6$6K–$90K
wholesale4$60K–$200K
no ticker disclosed coverage2$2K–$30K
ticker not resolved to an issuer coverage2$16K–$65K
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

Serves on: House Committee on Energy and Commerce

Trades within committee jurisdiction as of the trade date
TradedTickerSectorCommitteeSrc
2025-03-27ZTSmanufacturingHouse Committee on Energy and Commerce
2025-03-27DHRmanufacturingHouse Committee on Energy and Commerce
2025-03-27LHXmanufacturingHouse Committee on Energy and Commerce
2025-03-27NVDAmanufacturingHouse Committee on Energy and Commerce
2025-03-27TMOmanufacturingHouse Committee on Energy and Commerce
2025-03-27PHmanufacturingHouse Committee on Energy and Commerce
2025-03-27PGmanufacturingHouse Committee on Energy and Commerce
2025-03-27NVDAmanufacturingHouse Committee on Energy and Commerce
2025-03-27AAPLmanufacturingHouse Committee on Energy and Commerce
2025-03-27ANETmanufacturingHouse Committee on Energy and Commerce
2025-03-27BMYmanufacturingHouse Committee on Energy and Commerce
2025-03-27HONmanufacturingHouse Committee on Energy and Commerce
113 trades predate the membership snapshot's validity window — 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

170 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for Greg Landsman
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
SaleKRKroger Company (KR) [ST]· SP (spouse-owned)$250K–$500KTraded Filed +4d
ExchangeXOMExxon Mobil Corporation Common Stock (XOM) [ST]· SP (spouse-owned)$1K–$15KTraded Filed LATE·372d
SaleZTSZoetis Inc. Class A Common Stock (ZTS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleCDNSCadence Design Systems, Inc. - Common Stock (CDNS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleDGDollar General Corporation Common Stock (DG) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleDHRDanaher Corporation Common Stock (DHR) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleLHXL3Harris Technologies, Inc. Common Stock (LHX) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleAMPAmeriprise Financial, Inc. Common Stock (AMP) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleNVDANVIDIA Corporation - Common Stock (NVDA) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleBLKBlackRock, Inc. Common Stock (BLK) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleURIUnited Rentals, Inc. Common Stock (URI) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SalePHParker-Hannifin Corporation Common Stock (PH) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleEQIXEquinix, Inc. - Common Stock (EQIX) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SalePGProcter & Gamble Company (PG) [ST]· JT (jointly owned)$15K–$50KTraded Filed +12d
SaleGOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleNVDANVIDIA Corporation - Common Stock (NVDA) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleAAPLApple Inc. - Common Stock (AAPL) [ST]· JT (jointly owned)$15K–$50KTraded Filed +12d
SaleANETArista Networks, Inc. Common Stock (ANET) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleUNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleMSFTMicrosoft Corporation - Common Stock (MSFT) [ST]· JT (jointly owned)$50K–$100KTraded Filed +12d
SaleCORCencora, Inc. Common Stock (COR) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleDISWalt Disney Company (DIS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleAMZNAmazon.com, Inc. - Common Stock (AMZN) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleBMYBristol-Myers Squibb Company Common Stock (BMY) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleHDHome Depot, Inc. (HD) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleJPMJP Morgan Chase & Co. Common Stock (JPM) [ST]· JT (jointly owned)$15K–$50KTraded Filed +12d
SaleSPGSimon Property Group, Inc. Common Stock (SPG) [ST]· JT (jointly owned)$15K–$50KTraded Filed +12d
SaleCRWDCrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleHONHoneywell International Inc. (HON) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]· JT (jointly owned)$15K–$50KTraded Filed +12d
SaleVVisa Inc. (V) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleMSFTMicrosoft Corporation - Common Stock (MSFT) [ST]· SP (spouse-owned)$50K–$100KTraded Filed +12d
SaleUBERUber Technologies, Inc. Common Stock (UBER) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SalePMPhilip Morris International Inc Common Stock (PM) [ST]· JT (jointly owned)$15K–$50KTraded Filed +12d
SaleCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleORLYO'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleAAPLApple Inc. - Common Stock (AAPL) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleCRMSalesforce, Inc. Common Stock (CRM) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SalePHParker-Hannifin Corporation Common Stock (PH) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +12d
SaleFITBFifth Third Bancorp - Common Stock (FITB) [ST]· JT (jointly owned)$1K–$15KTraded Filed +12d
SaleAMPAmeriprise Financial, Inc. Common Stock (AMP) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +12d
SaleTELTE Connectivity plc Ordinary Shares (TEL) [ST]· SP (spouse-owned)$15K–$50KTraded Filed +14d
SaleAMZNAmazon.com, Inc. - Common Stock (AMZN) [ST]· partial · JT (partial sale, jointly owned)$1K–$15KTraded Filed +7d
SaleNVDANVIDIA Corporation - Common Stock (NVDA) [ST]· partial · JT (partial sale, jointly owned)$1K–$15KTraded Filed +7d
PurchaseCRWDCrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]· JT (jointly owned)$1K–$15KTraded Filed +7d
SaleCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]· partial · JT (partial sale, jointly owned)$1K–$15KTraded Filed +7d
SalePHParker-Hannifin Corporation Common Stock (PH) [ST]· partial · JT (partial sale, jointly owned)$1K–$15KTraded Filed +7d
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 170 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2025-05-132
2025-04-0843
2025-03-0510
2025-01-152
2024-12-123
2024-11-1412
2024-10-142
2024-09-235
2024-08-1491

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
Most-disclosed tickers, trailing 24 months
TickerTradesFlow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed rangesLast
AMZN5$47K–$180K§2025-03
AMP4$4K–$60K§2025-03
COST4$18K–$95K§2025-03
CRWD4$4K–$60K§2025-03
BLK3$3K–$45K§2025-03
NVDA3$17K–$80K§2025-03

170 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.