801 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: purchases $15K–$50K, sales $115K–$300K; 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 | 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 | GRMN | Garmin Ltd. Common Stock (GRMN) [ST] | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation | 2024-07-02 | — |
| BUY | TBBC | Triad Business Bank (TBBC) [OT] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-06-15 | — |
| BUY | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $59K–$360K; sales $2K–$30K | 17 | 2 | $29.0K to $358K net accumulation≈ | 2024-07-02 | — |
| BUY | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | Purchases $22K–$155K; sales — | 8 | 0 | $22.0K to $155K net accumulation≈ | 2024-07-02 | — |
| BUY | MA | Mastercard Incorporated Common Stock (MA) [ST] | Purchases $21K–$140K; sales — | 7 | 0 | $21.0K to $140K net accumulation≈ | 2024-07-02 | — |
| BUY | MSCI | MSCI Inc. Common Stock (MSCI) [ST] | Purchases $19K–$110K; sales — | 5 | 0 | $19.0K to $110K net accumulation≈ | 2024-07-02 | — |
| BUY | PKG | Packaging Corporation of America Common Stock (PKG) [ST] | Purchases $21K–$140K; sales $1K–$15K | 7 | 1 | $6.0K to $139K net accumulation≈ | 2024-07-02 | — |
| BUY | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | Purchases $20K–$125K; sales $1K–$15K | 6 | 1 | $5.0K to $124K net accumulation≈ | 2024-07-02 | — |
| BUY | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $20K–$125K; sales $1K–$15K | 6 | 1 | $5.0K to $124K net accumulation≈ | 2024-07-02 | — |
| BUY | EXPD | Expeditors International of Washington, Inc. (EXPD) [ST] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2024-07-02 | — |
| BUY | CVX | Chevron Corporation (CVX) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-08-05 | — |
| BUY | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-08-05 | — |
| BUY | TMO | Thermo Fisher Scientific Inc (TMO) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-10-12 | — |
| BUY | VZ | Verizon Communications Inc. (VZ) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-10-12 | — |
| BUY | XOM | Exxon Mobil Corporation (XOM) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-08-05 | — |
| BUY | AEE | Ameren Corporation (AEE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | AEP | American Electric Power Company, Inc. (AEP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | ALLY | Ally Financial Inc. (ALLY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-20 | — |
| BUY | AMAT | Applied Materials, Inc. (AMAT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | BMY | Bristol-Myers Squibb Company (BMY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | BRCM | Broadcom Corporation - Class A (BRCM) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | CVS | CVS Health Corporation (CVS) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | DHR | Danaher Corporation (DHR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | FDX | FedEx Corporation (FDX) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | INVH | Invitation Homes Inc. (INVH) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | KMB | Kimberly-Clark Corporation (KMB) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | LIN | Linde plc Ordinary Share (LIN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | LLY | Eli Lilly and Company (LLY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | META | Meta Platforms, Inc. - Class A (META) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-08-05 | — |
| BUY | MICRD | MICRON SOLUTIONS INC NEW (MICRD) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-07-02 | — |
| BUY | MMM | 3M Company (MMM) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | PM | Philip Morris International Inc (PM) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 | — |
| BUY | PPL | PPL Corporation (PPL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | TXN | Texas Instruments Incorporated (TXN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| BUY | WELL | Welltower Inc. (WELL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 | — |
| MIXED | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Purchases $21K–$140K; sales $2K–$30K | 7 | 2 | −$9.0K to $138K≈ | 2024-07-02 | — |
| MIXED | SYY | Sysco Corporation Common Stock (SYY) [ST] | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2024-07-02 | — |
| MIXED | TSLA | Tesla, Inc. (TSLA) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2022-10-12 | — |
| MIXED | AVGO | Broadcom Inc. (AVGO) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-09-12 | — |
| MIXED | BRK.B | Berkshire Hathaway Inc. New (BRK.B) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-12 | — |
| MIXED | CHTR | Charter Communications, Inc. - Class A (CHTR) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-09-12 | — |
| MIXED | CMCSA | Comcast Corporation - Class A (CMCSA) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-12 | — |
| MIXED | LOW | Lowe's Companies, Inc. (LOW) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-08-03 | — |
| MIXED | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-12 | — |
| MIXED | WFC | Wells Fargo & Company (WFC) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-08-03 | — |
| MIXED | AIG | American International Group, Inc. New (AIG) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | AMCR | Amcor plc Ordinary Shares (AMCR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | AMP | Ameriprise Financial, Inc. (AMP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | APA | APA Corporation (APA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | AZO | AutoZone, Inc. (AZO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | BBY | Best Buy Co., Inc. (BBY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | BK | The Bank of New York Mellon Corporation (BK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | BLDR | Builders FirstSource, Inc. (BLDR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | CAH | Cardinal Health, Inc. (CAH) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | CCK | Crown Holdings, Inc. (CCK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | CE | Celanese Corporation Celanese Corporation (CE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | CMA | Comerica Incorporated (CMA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | COF | Capital One Financial Corporation (COF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | CSCO | Cisco Systems, Inc. (CSCO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 | — |
| MIXED | DFS | Discover Financial Services (DFS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | DGX | Quest Diagnostics Incorporated (DGX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | DPZ | Domino's Pizza Inc (DPZ) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | DVN | Devon Energy Corporation (DVN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | EMN | Eastman Chemical Company (EMN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | FICO | Fair Isaac Corproation (FICO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | HCA | HCA Healthcare, Inc. (HCA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | HPQ | HP Inc. (HPQ) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | HST | Host Hotels (HST) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | IP | International Paper Company (IP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | IT | Gartner, Inc. (IT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | KEY | KeyCorp (KEY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | KMI | Kinder Morgan, Inc. (KMI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | KO | Coca-Cola Company (KO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 | — |
| MIXED | L | Loews Corporation (L) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | LBTYK | Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | LHX | L3Harris Technologies, Inc. (LHX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | LUMN | Lumen Technologies, Inc. (LUMN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | MAS | Masco Corporation (MAS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | MCD | McDonald's Corporation (MCD) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 | — |
| MIXED | MCK | McKesson Corporation (MCK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | MET | MetLife, Inc. (MET) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | MO | Altria Group, Inc. (MO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | MPC | Marathon Petroleum Corporation (MPC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | MRO | Marathon Oil Corporation (MRO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | NOC | Northrop Grumman Corporation (NOC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | NVR | NVR, Inc. (NVR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | PHM | PulteGroup, Inc. (PHM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | PRU | Prudential Financial, Inc. (PRU) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | RTN | Raytheon Company (RTN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 | — |
| MIXED | SPGI | S&P Global Inc. (SPGI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 | — |
| MIXED | SYF | Synchrony Financial (SYF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | UNP | Union Pacific Corporation (UNP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| MIXED | VTRS | Viatris Inc. (VTRS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-30 | — |
| MIXED | WHR | Whirlpool Corporation (WHR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 | — |
| SELL | BLK | BlackRock, Inc. (BLK) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-12 | — |
| SELL | BXP | Boston Properties, Inc. (BXP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 | — |
| SELL | DRI | Darden Restaurants, Inc. (DRI) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 | — |
| SELL | LUV | Southwest Airlines Company (LUV) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-14 | — |
| SELL | REG | Regency Centers Corporation (REG) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 | — |
| SELL | SPG | Simon Property Group, Inc. (SPG) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 | — |
| SELL | UPS | United Parcel Service, Inc. (UPS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-12 | — |
| SELL | WU | Western Union Company (WU) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-06-13 | — |
| SELL | WY | Weyerhaeuser Company (WY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 | — |
| MIXED | PG | Procter & Gamble Company (PG) [ST] | Purchases $10K–$150K; sales $2K–$30K | 10 | 2 | −$20.0K to $148K≈ | 2024-07-02 | — |
| MIXED | CNC | Centene Corporation Common Stock (CNC) [ST] | Purchases $8K–$120K; sales $2K–$30K | 8 | 2 | −$22.0K to $118K≈ | 2024-07-02 | — |
| MIXED | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases $8K–$120K; sales $2K–$30K | 8 | 2 | −$22.0K to $118K≈ | 2024-07-02 | — |
| MIXED | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Purchases $7K–$105K; sales $2K–$30K | 7 | 2 | −$23.0K to $103K≈ | 2024-07-02 | — |
| MIXED | HD | Home Depot, Inc. (HD) [ST] | Purchases $7K–$105K; sales $2K–$30K | 7 | 2 | −$23.0K to $103K≈ | 2024-07-02 | — |
| MIXED | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2022-10-12 | — |
| MIXED | ADBE | Adobe Inc. (ADBE) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-10-12 | — |
| MIXED | BAC | Bank of America Corporation (BAC) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-10-12 | — |
| MIXED | MTCH | Match Group, Inc. (MTCH) [ST] | Purchases $21K–$140K; sales $15K–$50K | 7 | 1 | −$29.0K to $125K≈ | 2022-06-10 | — |
| MIXED | BIIB | Biogen Inc. (BIIB) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-08-03 | — |
| MIXED | ORCL | Oracle Corporation (ORCL) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-10-12 | — |
| MIXED | NFLX | Netflix, Inc. (NFLX) [ST] | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2022-06-10 | — |
| MIXED | BX | Blackstone Inc. (BX) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-06-15 | — |
| MIXED | WMT | Walmart Inc. Common Stock (WMT) [ST] | Purchases $7K–$105K; sales $3K–$45K | 7 | 3 | −$38.0K to $102K≈ | 2024-07-02 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2022-10-12 | — |
| MIXED | C | Citigroup, Inc. (C) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-08-03 | — |
| SELL | ALGN | Align Technology, Inc. (ALGN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-06-15 | — |
| SELL | ECL | Ecolab Inc. (ECL) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-03-31 | — |
| MIXED | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $7K–$105K; sales $4K–$60K | 7 | 4 | −$53.0K to $101K≈ | 2024-07-02 | — |
| MIXED | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Purchases $6K–$90K; sales $4K–$60K | 6 | 4 | −$54.0K to $86.0K≈ | 2024-07-02 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2024-01-23 | — |
| MIXED | CB | Chubb Limited Common Stock (CB) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2024-07-02 | — |
| MIXED | ISRG | Intuitive Surgical, Inc. (ISRG) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2022-10-12 | — |
| MIXED | ILMN | Illumina, Inc. (ILMN) [ST] | Purchases $3K–$45K; sales $16K–$65K | 3 | 2 | −$62.0K to $29.0K≈ | 2022-06-10 | — |
| MIXED | INTC | Intel Corporation (INTC) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2022-10-12 | — |
| SELL | CMG | Chipotle Mexican Grill, Inc. (CMG) [ST] | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2022-06-15 | — |
| MIXED | NOW | ServiceNow, Inc. (NOW) [ST] | Purchases $32K–$130K; sales $30K–$100K | 4 | 2 | −$68.0K to $100K≈ | 2022-06-15 | — |
| MIXED | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2024-07-02 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $23K–$170K; sales $18K–$95K | 9 | 4 | −$72.0K to $152K≈ | 2024-07-02 | — |
| MIXED | CAT | Caterpillar, Inc. Common Stock (CAT) [ST] | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2024-07-02 | — |
| MIXED | CFG | Citizens Financial Group, Inc. (CFG) [ST] | Purchases $22K–$155K; sales $18K–$95K | 8 | 4 | −$73.0K to $137K≈ | 2024-01-23 | — |
| MIXED | MU | Micron Technology, Inc. (MU) [ST] | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2024-01-23 | — |
| MIXED | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchases $21K–$140K; sales $18K–$95K | 7 | 4 | −$74.0K to $122K≈ | 2024-07-02 | — |
| SELL | EQIX | Equinix, Inc. (EQIX) [ST] | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2022-10-12 | — |
| MIXED | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Purchases $17K–$80K; sales $50K–$100K | 3 | 1 | −$83.0K to $30.0K≈ | 2022-06-10 | — |
| MIXED | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2024-07-02 | — |
| MIXED | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2024-07-02 | — |
| MIXED | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases $5K–$75K; sales $7K–$105K | 5 | 7 | −$100K to $68.0K≈ | 2024-07-02 | — |
| MIXED | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | Purchases $6K–$90K; sales $19K–$110K | 6 | 5 | −$104K to $71.0K≈ | 2024-08-09 | — |
| MIXED | AON | Aon plc Class A Ordinary Shares (AON) [ST] | Purchases $5K–$75K; sales $19K–$110K | 5 | 5 | −$105K to $56.0K≈ | 2024-07-02 | — |
| MIXED | CME | CME Group Inc. - Class A Common Stock (CME) [ST] | Purchases $5K–$75K; sales $19K–$110K | 5 | 5 | −$105K to $56.0K≈ | 2024-07-02 | — |
| MIXED | GIS | General Mills, Inc. (GIS) [ST] | Purchases $2K–$30K; sales $19K–$110K | 2 | 5 | −$108K to $11.0K≈ | 2024-01-23 | — |
| MIXED | SNAP | Snap Inc. Class A (SNAP) [ST] | Purchases $6K–$90K; sales $31K–$115K | 6 | 3 | −$109K to $59.0K≈ | 2022-06-10 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $6K–$90K; sales $20K–$125K | 6 | 6 | −$119K to $70.0K≈ | 2023-12-12 | — |
| MIXED | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | Purchases $5K–$75K; sales $20K–$125K | 5 | 6 | −$120K to $55.0K≈ | 2024-07-02 | — |
| SELL | FB | Meta Platforms, Inc. - Class A (FB) [ST] | Purchases $1K–$15K; sales $52K–$130K | 1 | 3 | −$129K to −$37.0K net disposal≈ | 2022-10-12 | — |
| MIXED | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases $23K–$170K; sales $22K–$155K | 9 | 8 | −$132K to $148K≈ | 2024-07-02 | — |
| MIXED | INTU | Intuit Inc. - Common Stock (INTU) [ST] | Purchases $7K–$105K; sales $21K–$140K | 7 | 7 | −$133K to $84.0K≈ | 2024-07-02 | — |
| MIXED | NKE | Nike, Inc. Common Stock (NKE) [ST] | Purchases $5K–$75K; sales $22K–$155K | 5 | 8 | −$150K to $53.0K≈ | 2024-07-02 | — |
| SELL | INFO | IHS Markit Ltd. Common Shares (INFO) [ST] | Purchases —; sales $34K–$160K | 0 | 6 | −$160K to −$34.0K net disposal≈ | 2021-12-31 | — |
| SELL | AMT | American Tower Corporation (AMT) [ST] | Purchases —; sales $66K–$165K | 0 | 3 | −$165K to −$66.0K net disposal≈ | 2022-10-12 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $20K–$125K; sales $56K–$190K | 6 | 7 | −$170K to $69.0K≈ | 2024-07-02 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases $4K–$60K; sales $14K–$210K | 4 | 14 | −$206K to $46.0K≈ | 2024-07-02 | — |
| MIXED | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $24K–$185K; sales $39K–$235K | 10 | 11 | −$211K to $146K≈ | 2024-07-02 | — |
| SELL | SBUX | Starbucks Corporation - Common Stock (SBUX) [ST] | Purchases $1K–$15K; sales $26K–$215K | 1 | 12 | −$214K to −$11.0K net disposal≈ | 2024-08-09 | — |
| MIXED | EL | Estee Lauder Companies, Inc. (EL) [ST] | Purchases $3K–$45K; sales $38K–$220K | 3 | 10 | −$217K to $7.0K≈ | 2023-12-12 | — |
| MIXED | PYPL | PayPal Holdings, Inc. (PYPL) [ST] | Purchases $21K–$140K; sales $83K–$245K | 7 | 6 | −$224K to $57.0K≈ | 2023-12-12 | — |
filings incl. 0 paper: 32distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 801 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +21dmedian days between trade date and filing date, over rows that disclose both · late filings: 50rows 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 | Trades | Flow range |
|---|---|---|
| manufacturing | 302 | $722K–$5.5M |
| services | 180 | $586K–$3.6M |
| finance-insurance-realestate | 108 | $269K–$2M |
| retail | 73 | $115K–$1.2M |
| transport-utilities | 32 | $32K–$480K |
| wholesale | 12 | $12K–$180K |
| construction | 4 | $4K–$60K |
| mining | 4 | $4K–$60K |
| no ticker disclosed coverage | 60 | Over $12.8M |
| ticker not resolved to an issuer coverage | 26 | $152K–$630K |
No rankable disclosures in the trailing 90 days.
No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 715 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
| 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 | — | Seven Bridges Long/Short Equity Fund Series [HN] | · partial (partial sale) | $100K–$250K | no ticker | Traded → Filed +8d | |
| Purchase | — | Seven Bridges Multi-Strategy Fund Ltd. [HN] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +11d | |
| Sale | — | Seven Bridges Long/Short Equity Fund Ltd. [HN] | · partial · SP (partial sale, spouse-owned) | $15K–$50K | no ticker | Traded → Filed +11d | |
| Purchase | — | Silver Point Distressed Opportunity Institutional Partners II, L.P. [HN] | — | $15K–$50K | no ticker | Traded → Filed +32d | |
| Purchase | — | SB DPC Fund LP [HN] | — | $15K–$50K | no ticker | Traded → Filed +6d | |
| Sale | SBUX | Starbucks Corporation - Common Stock (SBUX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | — | Seven Bridges Private Equity Opportunities Fund III LP [HN] | — | $15K–$50K | no ticker | Traded → Filed +27d | |
| Purchase | — | Seven Bridges Energy Opportunities Fund III LP [HN] | — | $50K–$100K | no ticker | Traded → Filed +27d | |
| Purchase | — | Seven Bridges Multi-Strategy Fund Ltd. [HN] | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +15d | |
| Sale | — | Seven Bridges Long/Short Equity Fund Series [HN] | · partial (partial sale) | $500K–$1M | no ticker | Traded → Filed +17d | |
| Sale | — | Seven Bridges Long/Short Equity Fund Ltd. [HN] | · partial · SP (partial sale, spouse-owned) | $100K–$250K | no ticker | Traded → Filed +21d | |
| Purchase | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | GRMN | Garmin Ltd. Common Stock (GRMN) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +45d | ||
| Sale | AON | Aon plc Class A Ordinary Shares (AON) [ST] | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| Purchase | V | Visa Inc. (V) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | V | Visa Inc. (V) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| Sale | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | HD | Home Depot, Inc. (HD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | HD | Home Depot, Inc. (HD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | HD | Home Depot, Inc. (HD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | PKG | Packaging Corporation of America Common Stock (PKG) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| Purchase | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | NKE | Nike, Inc. Common Stock (NKE) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| Purchase | ABT | Abbott Laboratories Common Stock (ABT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | ABT | Abbott Laboratories Common Stock (ABT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | AON | Aon plc Class A Ordinary Shares (AON) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | AON | Aon plc Class A Ordinary Shares (AON) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | SYY | Sysco Corporation Common Stock (SYY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | PG | Procter & Gamble Company (PG) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | CB | Chubb Limited Common Stock (CB) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | CB | Chubb Limited Common Stock (CB) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Sale | CB | Chubb Limited Common Stock (CB) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | MA | Mastercard Incorporated Common Stock (MA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| Purchase | MA | Mastercard Incorporated Common Stock (MA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +45d |
| Filed | Rows | Receipt |
|---|---|---|
| 2024-11-05 | 3 | |
| 2024-10-05 | 1 | |
| 2024-09-04 | 5 | |
| 2024-08-16 | 71 | |
| 2024-07-06 | 1 | |
| 2024-05-22 | 3 | |
| 2024-05-03 | 1 | |
| 2024-03-04 | 1 | |
| 2024-02-06 | 93 | |
| 2024-01-12 | 23 | |
| 2023-12-06 | 4 | |
| 2023-09-08 | 1 | |
| 2023-08-02 | 1 | |
| 2023-05-19 | 57 | |
| 2023-04-11 | 1 | |
| 2023-01-10 | 8 | |
| 2022-11-10 | 55 | |
| 2022-10-11 | 17 | |
| 2022-09-14 | 79 | |
| 2022-09-11 | 1 | |
| 2022-08-10 | 199 | |
| 2022-07-26 | 2 | |
| 2022-07-07 | 19 | |
| 2022-06-06 | 7 | |
| 2022-05-04 | 6 | |
| 2022-04-07 | 5 | |
| 2022-03-04 | 9 | |
| 2022-02-11 | 59 | |
| 2021-11-05 | 9 | |
| 2021-05-06 | 20 | |
| 2021-03-04 | 2 | |
| 2021-02-04 | 38 |
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
No tickers disclosed in the trailing 24 months.
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.