Disclosed transactions
124 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Carol D. Miller
Republican — R–WV-1 · U.S. House · serving since 2019 · House Committee on Ways and Means · member ID M001205Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 124 15 filings · 0 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 79 across every disclosed row
- Late filings
- 62 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 1 rows with no parseable trade date excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: purchases $9K–$135K, sales $65K–$275K; 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 · 1 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | SHY | iShares 1-3 Year Treasury Bond ETF (SHY) [ST] | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation | 2022-12-22 | — |
| BUY | EMXC | iShares MSCI Emerging Markets ex China ETF (EMXC) [ST] | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation≈ | 2023-10-06 | — |
| BUY | FSMDX | Fidelity Mid Cap INDX-IN$ PR (FSMDX) [OT] | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation≈ | 2022-11-14 | — |
| BUY | EFA | iShares MSCI EAFE ETF (EFA) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2022-11-14 | — |
| BUY | AMGN | Amgen Inc. (AMGN) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2021-03-04 | — |
| BUY | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2021-03-04 | — |
| BUY | TXN | Texas Instruments Incorporated (TXN) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2022-11-11 | — |
| BUY | ABT | Abbott Laboratories (ABT) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2021-03-04 | — |
| BUY | CSCO | Cisco Systems, Inc. (CSCO) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2021-03-04 | — |
| BUY | IRM | Iron Mountain Incorporated (IRM) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2021-03-04 | — |
| BUY | PG | Procter & Gamble Company (PG) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2021-03-04 | — |
| BUY | WM | Waste Management, Inc. (WM) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2021-03-04 | — |
| BUY | ABBV | AbbVie Inc. (ABBV) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2019-07-02 | — |
| BUY | APD | Air Products and Chemicals, Inc. (APD) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-12-14 | — |
| BUY | BLK | BlackRock, Inc. (BLK) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-28 | — |
| BUY | DOV | Dover Corporation (DOV) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-07-28 | — |
| BUY | EOG | EOG Resources, Inc. (EOG) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2023-11-03 | — |
| BUY | GD | General Dynamics Corporation (GD) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-28 | — |
| BUY | GLW | Corning Incorporated (glW) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-07-28 | — |
| BUY | MCD | McDonald's Corporation (MCD) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-07-28 | — |
| BUY | VIAC | ViacomCBS Inc. - Class B (VIAC) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-28 | — |
| BUY | VUG | Vanguard Growth ETF (VUG) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-11-02 | — |
| BUY | VYM | Vanguard High Dividend Yield ETF (VYM) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-11-02 | — |
| BUY | SGENX | First Eagle SOGEN Global Fund (SGENX) [OT] | Purchases Over $1K; sales — | 2 | 0 | at least $1.0K net accumulation≈ | 2022-12-02 | — |
| BUY | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2020-07-28 | — |
| BUY | AWK | American Water Works Company, Inc. Common Stock (AWK) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| BUY | BAGIX | Baird Aggregate Bond Fund Class Institutional (BAGIX) [OT] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-11-02 | — |
| BUY | CME | CME Group Inc. - Class A Common Stock (CME) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| BUY | CMI | Cummins Inc. (CMI) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-03-03 | — |
| BUY | FDEV | Fidelity Emerging Markets Multifactor ETF (FDEV) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-11-02 | — |
| BUY | FHYS | Federated Hermes ETF Trust Federated Hermes Short Duration High Yield ETF (FHYS) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-11-02 | — |
| BUY | HON | Honeywell International Inc. - Common Stock (HON) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| BUY | HSY | The Hershey Company Common Stock (HSY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| BUY | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-11-30 | — |
| BUY | IJR | iShares Core S&P Small-Cap ETF (IJR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-11-01 | — |
| BUY | ITW | Illinois Tool Works Inc. Common Stock (ITW) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| BUY | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| BUY | MAIIX | iShares MSCI EAFE International Index Fund (MAIIX) [OT] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-11-02 | — |
| BUY | PEP | PepsiCo, Inc. - Common Stock (PEP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-03-10 | — |
| MIXED | CVX | Chevron Corporation (CVX) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2020-08-04 | — |
| MIXED | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2025-03-10 | — |
| MIXED | AFL | AFLAC Incorporated Common Stock (AFL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-03-10 | — |
| MIXED | CORP | Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-11-28 | — |
| SELL | BECN | Beacon Roofing Supply, Inc. (BECN) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-28 | — |
| SELL | ENR | Energizer Holdings, Inc. (ENR) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-28 | — |
| SELL | HAL | Halliburton Company (HAl) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-28 | — |
| SELL | MDLZ | Mondelez International, Inc. - Class A (MDlZ) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-28 | — |
| SELL | MO | Altria group, Inc. (MO) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-28 | — |
| SELL | PARA | Paramount Global - Class B (PARA) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-03-03 | — |
| SELL | PSX | Phillips 66 (PSX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-04-11 | — |
| SELL | VTRS | Viatris Inc. (VTRS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-03-04 | — |
| SELL | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-08-12 | — |
| SELL | YUMC | Yum China Holdings, Inc. (YuMC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-28 | — |
| MIXED | CLX | Clorox Company (ClX) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2021-12-14 | — |
| SELL | COKE | Coca-Cola Consolidated, Inc. - Common Stock (COKE) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2024-05-08 | — |
| SELL | T | AT&T Inc. (T) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2024-05-08 | — |
| MIXED | D | Dominion Energy, Inc. (D) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2021-07-28 | — |
| MIXED | CVS | CVS Health Corporation (CVS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-07-28 | — |
| MIXED | EMR | Emerson Electric Company (EMR) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-08-08 | — |
| MIXED | HRL | Hormel Foods Corporation (HRL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-07-28 | — |
| MIXED | UNP | Union Pacific Corporation (UNP) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-11-03 | — |
| MIXED | DGX | Quest Diagnostics Incorporated Common Stock (DGX) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2025-03-10 | — |
| MIXED | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2025-03-10 | — |
| MIXED | TGT | Target Corporation Common Stock (TGT) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2025-03-10 | — |
| MIXED | GILD | Gilead Sciences, Inc. - Common Stock (GILD) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2025-03-10 | — |
| MIXED | KHC | The Kraft Heinz Company (KHC) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2020-07-28 | — |
| MIXED | USB | U.S. Bancorp Common Stock (USB) [ST] | Purchases $15K–$50K; sales $16K–$65K | 1 | 2 | −$50.0K to $34.0K≈ | 2025-03-10 | — |
| SELL | BMY | Bristol-Myers Squibb Company (BMY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-11-10 | — |
| SELL | BUD | Anheuser-Busch Inbev SA Sponsored ADR (BuD) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-07-28 | — |
| SELL | EXC | Exelon Corporation (EXC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-07-24 | — |
| SELL | LHX | L3Harris Technologies, Inc. (LHX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-11-10 | — |
| SELL | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-07-28 | — |
| SELL | MZOR | Mazor Robotics ltd. - American Depositary Shares (MZOR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-12-27 | — |
| SELL | QCOM | QuAlCOMM Incorporated (QCOM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-03-16 | — |
| SELL | SPKE | Spark Energy, Inc. - Class A (SPKE) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-07-28 | — |
| SELL | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-05-08 | — |
| SELL | YUM | Yum! Brands, Inc. (YUM) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-05-08 | — |
| SELL | MCK | McKesson Corporation Common Stock (MCK) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-05-08 | — |
| SELL | SCHP | Schwab U.S. TIPs ETF (SCHP) [ST] | Purchases $1K–$15K; sales $100K–$250K | 1 | 1 | −$249K to −$85.0K net disposal≈ | 2022-12-02 | — |
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
- +48dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 8.3above median — median 3.2
- Share ≤ $15K bracket
- 44%larger lots — median 69%
- Buy share of rows
- 59%above median — median 47%
- Self-owned share
- 43%family accounts — median 97%
filings incl. 0 paper: 15distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 124 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +48dmedian days between trade date and filing date, over rows that disclose both · late filings: 62rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 55 | $503K–$1.9M |
| transport-utilities | 16 | $128K–$520K |
| retail | 10 | $94K–$360K |
| finance-insurance-realestate | 9 | $65K–$275K |
| services | 5 | $33K–$145K |
| mining | 2 | $16K–$65K |
| wholesale | 2 | $30K–$100K |
| ticker not resolved to an issuer coverage | 24 | Over $466K |
| no ticker disclosed coverage | 1 | not disclosed |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-08-13 | DGX | Sale | $15K–$50K | |
| 2026-08-13 | TGT | Sale | $15K–$50K | |
| 2026-08-13 | PFE | Sale | $15K–$50K | |
| 2026-08-13 | USB | Sale | $15K–$50K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Ways and Means
No overlaps found within the MAPPED committee jurisdictions · 81 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 18 trades touch committees outside the jurisdiction mapping (HSWM) — unanswerable there, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
124 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | DGX | Quest Diagnostics Incorporated Common Stock (DGX) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed LATE·521d | ||
| Sale | TGT | Target Corporation Common Stock (TGT) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed LATE·521d | ||
| Sale | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed LATE·521d | ||
| Sale | USB | U.S. Bancorp Common Stock (USB) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed LATE·521d | ||
| Purchase | CME | CME Group Inc. - Class A Common Stock (CME) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | DGX | Quest Diagnostics Incorporated Common Stock (DGX) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | AFL | AFLAC Incorporated Common Stock (AFL) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | PEP | PepsiCo, Inc. - Common Stock (PEP) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | AWK | American Water Works Company, Inc. Common Stock (AWK) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | USB | U.S. Bancorp Common Stock (USB) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | TGT | Target Corporation Common Stock (TGT) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | HON | Honeywell International Inc. - Common Stock (HON) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | ITW | Illinois Tool Works Inc. Common Stock (ITW) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | HSY | The Hershey Company Common Stock (HSY) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | GILD | Gilead Sciences, Inc. - Common Stock (GILD) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Sale | YUM | Yum! Brands, Inc. (YUM) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Sale | MCK | McKesson Corporation Common Stock (MCK) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Sale | MCK | McKesson Corporation Common Stock (MCK) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Sale | T | AT&T Inc. (T) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | T | AT&T Inc. (T) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | YUM | Yum! Brands, Inc. (YUM) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Sale | COKE | Coca-Cola Consolidated, Inc. - Common Stock (COKE) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | COKE | Coca-Cola Consolidated, Inc. - Common Stock (COKE) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Purchase | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +7d | ||
| Sale | CORP | Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Purchase | EOG | EOG Resources, Inc. (EOG) [ST] | — | $15K–$50K | Traded → Filed +34d | ||
| Sale | UNP | Union Pacific Corporation (UNP) [ST] | — | $15K–$50K | Traded → Filed +34d | ||
| Purchase | EMXC | iShares MSCI Emerging Markets ex China ETF (EMXC) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +34d | ||
| Purchase | EMXC | iShares MSCI Emerging Markets ex China ETF (EMXC) [ST] | — | $50K–$100K | Traded → Filed +34d | ||
| Purchase | CMI | Cummins Inc. (CMI) [ST] | — | $1K–$15K | Traded → Filed +45d | ||
| Purchase | PFE | Pfizer, Inc. (PFE) [ST] | — | $1K–$15K | Traded → Filed +45d | ||
| Sale | PARA | Paramount Global - Class B (PARA) [ST] | — | $1K–$15K | Traded → Filed +45d | ||
| Purchase | SHY | iShares 1-3 Year Treasury Bond ETF (SHY) [ST] | — | $100K–$250K | Traded → Filed +13d | ||
| Purchase | SGENX | First Eagle SOGEN Global Fund (SGENX) [OT] | — | — | amount unparsed | Traded → Filed +33d | |
| Sale | SCHP | Schwab U.S. TIPs ETF (SCHP) [ST] | — | $100K–$250K | Traded → Filed +33d | ||
| Purchase | FSMDX | Fidelity Mid Cap INDX-IN$ PR (FSMDX) [OT] | — | $50K–$100K | Traded → Filed +29d | ||
| Purchase | EFA | iShares MSCI EAFE ETF (EFA) [ST] | — | $50K–$100K | Traded → Filed +29d | ||
| Purchase | DGX | Quest Diagnostics Incorporated (DGX) [ST] | — | $1K–$15K | Traded → Filed +29d | ||
| Purchase | TGT | Target Corporation (TGT) [ST] | — | $1K–$15K | Traded → Filed +32d | ||
| Purchase | TXN | Texas Instruments Incorporated (TXN) [ST] | — | $15K–$50K | Traded → Filed +32d | ||
| Purchase | FSMDX | Fidelity Mid Cap Index Fund (FSMDX) [OT] | — | $15K–$50K | Traded → Filed +41d | ||
| Purchase | VUG | Vanguard Growth ETF (VUG) [ST] | — | $15K–$50K | Traded → Filed +41d | ||
| Purchase | VYM | Vanguard High Dividend Yield ETF (VYM) [ST] | — | $15K–$50K | Traded → Filed +41d | ||
| Purchase | SGENX | First Eagle SOGEN Global Fund #901 (SGENX) [OT] | — | $1K–$15K | Traded → Filed +41d |
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 124 transactions
Filing history
SOURCE REPORTS · FILED ↓Signals
window 2026-06-16 → 2026-09-14No ACTIVE signals for this member in the retained window — 4 earlier signals were superseded inside it (amended away or no longer matching). See /signals.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| DGX | 2 | $16K–$65K§ | 2025-03 |
| PFE | 2 | $16K–$65K§ | 2025-03 |
| TGT | 2 | $16K–$65K§ | 2025-03 |
| USB | 2 | $16K–$65K§ | 2025-03 |
| AFL | 1 | $1K–$15K§ | 2025-03 |
| AWK | 1 | $1K–$15K§ | 2025-03 |
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.