512 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 $1.1M–$2.5M, sales $847K–$2.1M; 25Q1: purchases $700K–$2.1M, sales $502K–$1.3M; 25Q2: purchases $335K–$850K, sales $840K–$1.8M; 25Q3: purchases $131K–$315K, sales $106K–$365K; 25Q4: purchases $1.4M–$3.5M, sales $326K–$1.1M; 26Q1: purchases $500K–$1.6M, sales $532K–$1.5M; 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 | MSFT | Microsoft Corporation - Common Stock | Purchases $416K–$915K; sales — | 5 | 0 | $416K to $915K net accumulation | 2025-12-29 | — |
| BUY | AAPL | Apple Inc. - Common Stock | Purchases $201K–$465K; sales — | 4 | 0 | $201K to $465K net accumulation≈ | 2025-12-29 | — |
| BUY | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | Purchases $250K–$500K; sales $15K–$50K | 1 | 1 | $200K to $485K net accumulation≈ | 2024-12-26 | — |
| BUY | AMZN | Amazon.com, Inc. - Common Stock | Purchases $166K–$415K; sales — | 4 | 0 | $166K to $415K net accumulation≈ | 2025-12-29 | — |
| BUY | NVDA | NVIDIA Corporation - Common Stock | Purchases $131K–$365K; sales — | 4 | 0 | $131K to $365K net accumulation≈ | 2025-12-29 | — |
| BUY | GOOGL | Alphabet Inc. - Class A Common Stock | Purchases $116K–$315K; sales — | 3 | 0 | $116K to $315K net accumulation≈ | 2025-12-29 | — |
| BUY | META | Meta Platforms, Inc. - Class A Common Stock | Purchases $116K–$265K; sales — | 4 | 0 | $116K to $265K net accumulation≈ | 2025-12-29 | — |
| BUY | COF | Capital One Financial Corporation Common Stock | Purchases $115K–$250K; sales — | 3 | 0 | $115K to $250K net accumulation≈ | 2025-12-29 | — |
| BUY | CFSSX | Column Small Cap Select Fund | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2024-12-26 | — |
| BUY | LLY | Eli Lilly and Company Common Stock | Purchases $81K–$215K; sales — | 4 | 0 | $81.0K to $215K net accumulation≈ | 2025-12-29 | — |
| BUY | JPM | JP Morgan Chase & Co. Common Stock | Purchases $66K–$165K; sales — | 3 | 0 | $66.0K to $165K net accumulation≈ | 2025-12-29 | — |
| BUY | MA | Mastercard Incorporated Common Stock | Purchases $66K–$165K; sales — | 3 | 0 | $66.0K to $165K net accumulation≈ | 2025-12-29 | — |
| BUY | ISRG | Intuitive Surgical, Inc. - Common Stock | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation≈ | 2025-12-29 | — |
| BUY | LPLA | Lpl Financial Holdings | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation≈ | 2025-05-13 | — |
| BUY | IEMG | iShares Core MSCI Emerging Markets ETF | Purchases $51K–$115K; sales — | 2 | 0 | $51.0K to $115K net accumulation≈ | 2024-12-26 | — |
| BUY | EZU | Eurozone Ishares MSCI ETF | Purchases $100K–$250K; sales $15K–$50K | 1 | 1 | $50.0K to $235K net accumulation≈ | 2025-01-08 | — |
| BUY | IEFA | iShares Core MSCI EAFE ETF | Purchases $100K–$250K; sales $15K–$50K | 1 | 1 | $50.0K to $235K net accumulation≈ | 2025-01-08 | — |
| BUY | GICIX | Goldman Sachs Intl Small Cap Insights Fd Inst | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2024-12-26 | — |
| BUY | KLAC | KLA Corporation - Common Stock | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2023-09-13 | — |
| BUY | AMKR | Amkor Technology, Inc. - Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | APG | APi Group Corporation Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | C | Citigroup, Inc. Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | CRS | Carpenter Technology Corporation Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | IQV | IQVIA Holdings, Inc. Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2025-12-29 | — |
| BUY | MCK | McKesson Corporation Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | MPWR | Monolithic Power Systems, Inc. - Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | VSEC | VSE Corporation - Common Stock | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2026-02-04 | — |
| BUY | CVX | Chevron Corporation Common Stock | Purchases $81K–$215K; sales $15K–$50K | 4 | 1 | $31.0K to $200K net accumulation≈ | 2025-12-29 | — |
| BUY | UNH | UnitedHealth Group Incorporated Common Stock (DE) | Purchases $81K–$215K; sales $15K–$50K | 4 | 1 | $31.0K to $200K net accumulation≈ | 2026-02-25 | — |
| BUY | BSX | Boston Scientific Corporation Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | CAT | Caterpillar, Inc. Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | COST | Costco Wholesale Corporation - Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | CRM | Salesforce, Inc. Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | DE | Deere & Company Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | ELV | Elevance Health, Inc. Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | HD | Home Depot, Inc. (The) Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | HLT | Hilton Worldwide Holdings Inc. Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | ICE | Intercontinental Exchange Inc. Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | KO | Coca-Cola Company (The) Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | RTX | RTX Corporation Common Stock | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2025-12-29 | — |
| BUY | LHX | L3Harris Technologies Inc | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2025-05-13 | — |
| BUY | TJX | TJX Companies | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2025-02-13 | — |
| BUY | AXP | American Express Company Common Stock | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2025-12-29 | — |
| BUY | FCFS | FirstCash Holdings, Inc. - Common Stock | Purchases $46K–$165K; sales $2K–$30K | 4 | 2 | $16.0K to $163K net accumulation≈ | 2026-02-04 | — |
| BUY | BLK | BlackRock, Inc. Common Stock | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | EMR | Emerson Electric Company | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | NOW | ServiceNow, Inc. Common Stock | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2025-12-29 | — |
| BUY | PANW | Palo Alto Networks, Inc. - Common Stock | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | PG | Procter & Gamble Company | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | SHW | Sherwin-Williams Company (The) Common Stock | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | SPGI | S&P Global Inc. Common Stock | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | UNP | Union Pacific Corp | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | V | Visa Inc | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-10-03 | — |
| BUY | PH | Parker-Hannifin Corporation Common Stock | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2024-06-12 | — |
| BUY | PM | Philip Morris International Inc | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-02-13 | — |
| BUY | PNR | Pentair plc. Ordinary Share | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-11-10 | — |
| BUY | VNQ | Vanguard Real Estate ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-12-26 | — |
| MIXED | VLO | Valero Energy Corp | Purchases $100K–$200K; sales $50K–$100K | 2 | 1 | $0 to $150K≈ | 2025-05-13 | — |
| MIXED | ACN | Accenture Plc | Purchases $50K–$100K; sales $15K–$50K | 1 | 1 | $0 to $85.0K≈ | 2025-09-24 | — |
| MIXED | LRCX | Lam Research Corporation - Common Stock | Purchases $96K–$265K; sales $50K–$100K | 5 | 1 | −$4.0K to $215K≈ | 2025-12-29 | — |
| MIXED | COP | ConocoPhillips Common Stock | Purchases $46K–$165K; sales $15K–$50K | 4 | 1 | −$4.0K to $150K≈ | 2025-12-29 | — |
| MIXED | ADBE | Adobe Inc. - Common Stock | Purchases $91K–$315K; sales $30K–$100K | 7 | 2 | −$9.0K to $285K≈ | 2026-02-04 | — |
| MIXED | PRMB | Primo Brands Corporation Class A Common Stock | Purchases $31K–$115K; sales $3K–$45K | 3 | 3 | −$14.0K to $112K≈ | 2025-12-18 | — |
| SELL | VLTO | Veralto Corp Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-12-05 | — |
| MIXED | LRN | Stride, Inc. Common Stock | Purchases $78K–$295K; sales $18K–$95K | 8 | 4 | −$17.0K to $277K≈ | 2026-02-04 | — |
| MIXED | INTU | Intuit Inc. - Common Stock | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2026-02-25 | — |
| MIXED | AMAT | Applied Materials, Inc. - Common Stock | Purchases $76K–$265K; sales $50K–$100K | 6 | 1 | −$24.0K to $215K≈ | 2025-12-29 | — |
| MIXED | ELF | E.L.F. Beauty Inc | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-12-18 | — |
| MIXED | CELH | Celsius Holdings, Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | CTVA | Corteva, Inc. Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | EXLS | ExlService Holdings, Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | FN | Fabrinet | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | HUBB | Hubbell Inc Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | INST | Instructure Holdings, Inc. Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | PODD | Insulet Corporation - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | PYPL | PayPal Holdings, Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | SHOP | Shopify Inc | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-04 | — |
| MIXED | BRK.B | Berkshire Hathaway Cl B | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2025-11-03 | — |
| MIXED | CMCSA | Comcast Corporation - Class A Common Stock | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2024-06-12 | — |
| MIXED | CMG | Chipotle Mexican Grill, Inc. Common Stock | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2025-11-03 | — |
| MIXED | EW | Edwards Lifesciences Corp | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2024-08-20 | — |
| MIXED | FI | Fiserv Inc | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2025-11-03 | — |
| MIXED | HON | Honeywell International Inc | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2025-02-13 | — |
| MIXED | NKE | Nike, Inc. Common Stock | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2024-06-12 | — |
| MIXED | PEP | PepsiCo, Inc. - Common Stock | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2024-12-11 | — |
| MIXED | SBUX | Starbucks Corp | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2024-08-20 | — |
| MIXED | STZ | Constellation Brands Inc | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2025-02-13 | — |
| MIXED | DHR | Danaher Corp | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-02-13 | — |
| MIXED | IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT | Purchases $31K–$115K; sales $17K–$80K | 3 | 3 | −$49.0K to $98.0K≈ | 2026-02-04 | — |
| MIXED | ABT | Abbott Laboratories | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2025-01-08 | — |
| SELL | BRK | Bershire Hathaway Cdr [Cad Hedged] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-02-13 | — |
| SELL | IHF | iShares U.S. Health Care Providers ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-09-24 | — |
| MIXED | TMO | Thermo Fisher Scientific Inc | Purchases $45K–$150K; sales $50K–$100K | 3 | 1 | −$55.0K to $100K≈ | 2025-05-13 | — |
| MIXED | ZTS | Zoetis Inc. Class A Common Stock | Purchases $68K–$195K; sales $32K–$130K | 5 | 4 | −$62.0K to $163K≈ | 2025-11-10 | — |
| MIXED | BMI | Badger Meter, Inc. Common Stock | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2024-12-18 | — |
| MIXED | CYBR | CyberArk Software Ltd. - Ordinary Shares | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2024-12-18 | — |
| MIXED | ETN | Eaton Corp | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2024-12-18 | — |
| MIXED | CSX | CSX Corporation - Common Stock | Purchases $31K–$115K; sales $30K–$100K | 3 | 2 | −$69.0K to $85.0K≈ | 2025-11-10 | — |
| MIXED | TXN | Texas Instruments Incorporated - Common Stock | Purchases $31K–$115K; sales $30K–$100K | 3 | 2 | −$69.0K to $85.0K≈ | 2025-09-24 | — |
| MIXED | AMD | Adv Micro Devices | Purchases $31K–$115K; sales $50K–$100K | 3 | 1 | −$69.0K to $65.0K≈ | 2025-02-13 | — |
| MIXED | AIT | Applied Industrial Technologies, Inc. Common Stock | Purchases $31K–$115K; sales $31K–$115K | 3 | 3 | −$84.0K to $84.0K≈ | 2026-02-04 | — |
| MIXED | WAB | Wabtec Corp | Purchases $31K–$115K; sales $31K–$115K | 3 | 3 | −$84.0K to $84.0K≈ | 2025-09-23 | — |
| MIXED | AZO | AutoZone, Inc. Common Stock | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2026-02-25 | — |
| MIXED | TMUS | T-Mobile US, Inc. - Common Stock | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-11-03 | — |
| MIXED | AXON | Axon Enterprise Inc | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2024-12-18 | — |
| MIXED | FRPT | Freshpet, Inc. - Common Stock | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2024-12-18 | — |
| MIXED | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2024-12-18 | — |
| MIXED | SFM | Sprouts Farmers Market, Inc. - Common Stock | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2024-12-18 | — |
| MIXED | COHR | Coherent Corp. Common Stock | Purchases $31K–$115K; sales $45K–$150K | 3 | 3 | −$119K to $70.0K≈ | 2026-02-04 | — |
| MIXED | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares | Purchases $31K–$115K; sales $45K–$150K | 3 | 3 | −$119K to $70.0K≈ | 2026-02-04 | — |
| MIXED | DELL | Dell Technologies Inc. Class C Common Stock | Purchases $31K–$115K; sales $45K–$150K | 3 | 3 | −$119K to $70.0K≈ | 2026-02-04 | — |
| MIXED | MTZ | MasTec, Inc. Common Stock | Purchases $31K–$115K; sales $45K–$150K | 3 | 3 | −$119K to $70.0K≈ | 2026-02-04 | — |
| MIXED | GS | Goldman Sachs Group, Inc. (The) Common Stock | Purchases $64K–$260K; sales $61K–$215K | 8 | 5 | −$151K to $199K≈ | 2026-02-04 | — |
| MIXED | PDBC | Invesco Optimum Yield Diversified Commodity Strate | Purchases $265K–$550K; sales $250K–$500K | 2 | 1 | −$235K to $300K≈ | 2024-12-26 | — |
| SELL | VAW | Materials ETF Vanguard | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-02-13 | — |
| SELL | SPY | SPDR S&P 500 | Purchases —; sales $500K–$1M | 0 | 1 | −$1.0M to −$500K net disposal | 2025-05-13 | — |
| SELL | IWB | Russell 1000 Ishares ETF | Purchases —; sales $650K–$1.4M | 0 | 3 | −$1.4M to −$650K net disposal≈ | 2024-06-13 | — |
filings incl. 0 paper: 41distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 512 · disclosed flow · trailing 12m: $2.9M–$8.2Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +29dmedian days between trade date and filing date, over rows that disclose both · late filings: 98rows 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 | Trades | Flow range |
|---|---|---|
| manufacturing | 182 | $2.5M–$8M |
| services | 71 | $1.3M–$3.8M |
| finance-insurance-realestate | 46 | $655K–$2M |
| retail | 37 | $514K–$1.7M |
| transport-utilities | 12 | $173K–$545K |
| wholesale | 9 | $107K–$380K |
| construction | 6 | $76K–$265K |
| agriculture | 3 | $3K–$45K |
| no ticker disclosed coverage | 112 | $5.6M–$12.8M |
| ticker not resolved to an issuer coverage | 33 | $2.1M–$4.8M |
| issuer has no SIC on record coverage | 1 | $500K–$1M |
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 · 212 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 |
|---|---|---|---|---|---|---|---|
| Purchase | UNH | UnitedHealth Group Incorporated Common Stock (DE) | · JT (jointly owned) | $50K–$100K | Traded → Filed +13d | ||
| Sale | AZO | AutoZone, Inc. Common Stock | · JT (jointly owned) | $50K–$100K | Traded → Filed +13d | ||
| Sale | INTU | Intuit Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +13d | ||
| Sale | COHR | Coherent Corp. Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | LRN | Stride, Inc. Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | ADBE | Adobe Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | AMKR | Amkor Technology, Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | DELL | Dell Technologies Inc. Class C Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | VSEC | VSE Corporation - Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT | · JT (jointly owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | MPWR | Monolithic Power Systems, Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | AIT | Applied Industrial Technologies, Inc. Common Stock | · JT (jointly owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | FCFS | FirstCash Holdings, Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | C | Citigroup, Inc. Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | MTZ | MasTec, Inc. Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | APG | APi Group Corporation Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | MCK | McKesson Corporation Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | GS | Goldman Sachs Group, Inc. (The) Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | CRS | Carpenter Technology Corporation Common Stock | · JT (jointly owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS | · partial · JT (partial sale, jointly owned) | $1K–$15K | no ticker | Traded → Filed +14d | |
| Sale | — | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | FORT LAUDERDALE FLA WTR & SWR REV BDS | · partial · JT (partial sale, jointly owned) | $1K–$15K | no ticker | Traded → Filed +15d | |
| Sale | — | AUSTIN TEX CTFS OBLIG | · partial · JT (partial sale, jointly owned) | $1K–$15K | no ticker | Traded → Filed +15d | |
| Sale | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS | · partial · JT (partial sale, jointly owned) | $1K–$15K | no ticker | Traded → Filed +15d | |
| Sale | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | NEVADA ST LTD TAX GO CAP IMPT BDS | · partial · JT (partial sale, jointly owned) | $1K–$15K | no ticker | Traded → Filed +15d | |
| Sale | — | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS | · partial · JT (partial sale, jointly owned) | $50K–$100K | no ticker | Traded → Filed +15d | |
| Sale | — | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS | · partial · JT (partial sale, jointly owned) | $50K–$100K | no ticker | Traded → Filed +15d | |
| Sale | — | SALEM N H GO BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS | · partial · JT (partial sale, jointly owned) | $50K–$100K | no ticker | Traded → Filed +15d | |
| Sale | — | MASSACHUSETTS ST DEV FIN AGY REV BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS | · partial · JT (partial sale, jointly owned) | $50K–$100K | no ticker | Traded → Filed +15d | |
| Sale | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS | · partial · JT (partial sale, jointly owned) | $50K–$100K | no ticker | Traded → Filed +15d | |
| Sale | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS | · partial · JT (partial sale, jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Purchase | MPWR | Monolithic Power Systems, Inc. - Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +30d | ||
| Purchase | MCK | McKesson Corporation Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +30d | ||
| Purchase | APG | APi Group Corporation Common Stock | — | $15K–$50K | Traded → Filed +30d | ||
| Purchase | LRN | Stride, Inc. Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +30d | ||
| Purchase | MCK | McKesson Corporation Common Stock | — | $15K–$50K | Traded → Filed +30d | ||
| Purchase | APG | APi Group Corporation Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +30d | ||
| Purchase | CRS | Carpenter Technology Corporation Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +30d | ||
| Purchase | C | Citigroup Inc | · SP (spouse-owned) | $15K–$50K | Traded → Filed +30d | ||
| Purchase | AMKR | Amkor Technology, Inc. - Common Stock | — | $15K–$50K | Traded → Filed +30d | ||
| Purchase | C | Citigroup Inc | — | $15K–$50K | Traded → Filed +30d | ||
| Purchase | FCFS | FirstCash Holdings, Inc. - Common Stock | — | $15K–$50K | Traded → Filed +30d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-03-10 | 3 | |
| 2026-03-02 | 17 | |
| 2026-02-04 | 39 | |
| 2026-01-16 | 31 | |
| 2026-01-13 | 19 | |
| 2025-12-12 | 1 | |
| 2025-12-05 | 4 | |
| 2025-11-21 | 5 | |
| 2025-10-01 | 8 | |
| 2025-10-01 | 3 | |
| 2025-09-17 | 1 | |
| 2025-08-18 | 1 | |
| 2025-08-13 | 3 | |
| 2025-08-12 | 35 | |
| 2025-08-12 | 4 | |
| 2025-08-12 | 1 | |
| 2025-08-12 | 43 | |
| 2025-07-30 | 10 | |
| 2025-07-16 | 2 | |
| 2025-06-11 | 13 | |
| 2025-05-12 | 10 | |
| 2025-04-13 | 1 | |
| 2025-03-17 | 3 | |
| 2025-02-27 | 24 | |
| 2025-01-31 | 32 | |
| 2025-01-03 | 7 | |
| 2024-12-31 | 24 | |
| 2024-12-19 | 3 | |
| 2024-11-08 | 4 | |
| 2024-09-19 | 4 | |
| 2024-08-19 | 1 | |
| 2024-07-12 | 5 | |
| 2024-06-07 | 3 | |
| 2024-05-02 | 1 | |
| 2024-03-01 | 2 | |
| 2024-02-15 | 5 | |
| 2023-12-28 | 2 | |
| 2023-11-28 | 4 | |
| 2023-11-01 | 64 | |
| 2023-10-12 | 69 | |
| 2017-01-20 | 1 |
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
| 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 |
|---|---|---|---|
| LRN | 10 | $94K–$360K§ | 2026-02 |
| GS | 9 | $107K–$380K§ | 2026-02 |
| ADBE | 6 | $90K–$300K§ | 2026-02 |
| AIT | 6 | $62K–$230K§ | 2026-02 |
| COHR | 6 | $76K–$265K§ | 2026-02 |
| CRDO | 6 | $76K–$265K§ | 2026-02 |
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.