Disclosed transactions
237 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Tim Moore
Republican — R–NC-14 · U.S. House · serving since 2025 · House Committee on Financial Services, House Committee on the Budget · member ID M001236Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 237 21 filings · 0 paper · retained
- Net flow · 12m
- −$1.4M to $1.4M purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 35 across every disclosed row
- Late filings
- 23 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 · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: purchases $2.1M–$4.9M, sales $1.8M–$4.2M; 25Q2: purchases $697K–$1.9M, sales $1.3M–$2.8M; 25Q3: purchases $738K–$2.3M, sales $467K–$1.1M; 25Q4: purchases $537K–$1.5M, sales $480K–$1.2M; 26Q1: purchases $189K–$610K, sales $226K–$615K; 26Q2: purchases $67K–$180K, sales $81K–$215K; 26Q3: no purchases, sales $50K–$100K
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 · 40 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 | TNA | Direxion Daily Small Cap Bull 3X ETF (TNA) [OT] | Purchases $455K–$1.1M; sales — | 13 | 0 | $455K to $1.1M net accumulation | 2025-05-27 | — |
| BUY | MSTY | Yieldmax MSTR Opt Incm Strtgy ETF (MSTY) [OT] | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation | 2025-08-20 | — |
| BUY | SMPL | The Simply Good Foods Company - Common Stock (SMPL) [ST] | Purchases $32K–$130K; sales — | 4 | 0 | $32.0K to $130K net accumulation≈ | 2026-03-13 | — |
| BUY | GNPX | Genprex, Inc. - Common Stock (GNPX) [ST] | Purchases $18K–$95K; sales — | 4 | 0 | $18.0K to $95.0K net accumulation≈ | 2026-02-05 | — |
| BUY | BKR | Baker Hughes Company - Common Stock (BKR) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-03-04 | — |
| BUY | BLK | BlackRock, Inc. Common Stock (BLK) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-03-04 | — |
| BUY | QYLD | Global X NASDAQ 100 Covered ETF (QYLD) [OT] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-04-07 | — |
| BUY | SCMY | Yieldmax SMCI Optn Inc Strg ETF (SCMY) [OT] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-03-31 | — |
| BUY | USFD | US Foods Holding Corp. Common Stock (USFD) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-03-04 | — |
| BUY | IHG | Intercontinental Hotels Group American Depositary Shares (IHG) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-05-07 | — |
| BUY | RYCEY | ROLLS ROYCE HLDGS S/ADR (RYCEY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-05-07 | — |
| MIXED | COIN | Coinbase Global, Inc. - 3Class A Common Stock (COIN) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2026-02-18 | — |
| MIXED | DASH | DoorDash, Inc. - Common Stock (DASH) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2026-06-09 | — |
| SELL | CL | Colgate-Palmolive Company Common Stock (CL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2025-09-10 | — |
| SELL | GD | General Dynamics Corporation Common Stock (GD) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-02-20 | — |
| SELL | PG | Procter & Gamble Company (PG) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-09-10 | — |
| MIXED | SMCI | Super Micro Computer, Inc. - Common Stock (SMCI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-02 | — |
| SELL | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2026-03-24 | — |
| SELL | ROK | Rockwell Automation, Inc. Common Stock (ROK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-02-21 | — |
| MIXED | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $32K–$130K; sales $50K–$100K | 4 | 1 | −$68.0K to $80.0K≈ | 2025-08-15 | — |
| MIXED | TQQQ | Proshares Ultrapro QQQ ETF (TQQQ) [OT] | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2025-04-23 | — |
| MIXED | SMCY | Yieldmax MSCI Optn Inc Strg ETF (SMCY) [OT] | Purchases $145K–$350K; sales $100K–$250K | 5 | 1 | −$105K to $250K≈ | 2025-05-15 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $80K–$200K; sales $80K–$200K | 3 | 3 | −$120K to $120K≈ | 2026-08-14 | — |
| MIXED | DNUT | Krispy Kreme, Inc. - Common Stock (DNUT) [ST] | Purchases $19K–$110K; sales $65K–$150K | 5 | 2 | −$131K to $45.0K≈ | 2026-03-17 | — |
| MIXED | CNC | Centene Corporation Common Stock (CNC) [ST] | Purchases $92K–$330K; sales $100K–$250K | 8 | 1 | −$158K to $230K≈ | 2025-08-18 | — |
| MIXED | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | Purchases $110K–$300K; sales $130K–$300K | 5 | 4 | −$190K to $170K≈ | 2026-04-01 | — |
| MIXED | INTC | Intel Corporation - Common Stock (INTC) [ST] | Purchases $60K–$200K; sales $100K–$250K | 4 | 1 | −$190K to $100K≈ | 2025-08-13 | — |
| MIXED | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases $50K–$100K; sales $100K–$250K | 1 | 1 | −$200K to $0≈ | 2025-06-02 | — |
| MIXED | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | Purchases $125K–$350K; sales $130K–$350K | 6 | 3 | −$225K to $220K≈ | 2026-01-30 | — |
| MIXED | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | Purchases $125K–$350K; sales $150K–$350K | 6 | 2 | −$225K to $200K≈ | 2026-03-26 | — |
| SELL | SMCYY | SIMCORP A/S UN/ADR (SMCYY) [ST] | Purchases $15K–$50K; sales $100K–$250K | 1 | 1 | −$235K to −$50.0K net disposal≈ | 2025-02-06 | — |
| MIXED | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | Purchases $320K–$800K; sales $315K–$750K | 12 | 5 | −$430K to $485K≈ | 2026-01-05 | — |
| MIXED | AAL | American Airlines Group, Inc. - Common Stock (AAL) [ST] | Purchases $320K–$850K; sales $450K–$950K | 11 | 4 | −$630K to $400K≈ | 2025-06-17 | — |
| MIXED | F | Ford Motor Company Common Stock (F) [ST] | Purchases $400K–$1M; sales $450K–$1.1M | 15 | 6 | −$650K to $550K≈ | 2025-04-15 | — |
| MIXED | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | Purchases $610K–$1.6M; sales $845K–$2M | 21 | 11 | −$1.3M to $705K≈ | 2026-04-07 | — |
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
- +27dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 11far above median — median 3.2
- Share ≤ $15K bracket
- 10%larger lots — median 69%
- Buy share of rows
- 73%above median — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 0 paper: 21distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 237 · disclosed flow · trailing 12m: $1.7M–$4.5Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +27dmedian days between trade date and filing date, over rows that disclose both · late filings: 23rows 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 | 93 | $3.4M–$8.4M |
| transport-utilities | 30 | $1.2M–$2.9M |
| finance-insurance-realestate | 17 | $305K–$925K |
| retail | 16 | $324K–$860K |
| construction | 8 | $275K–$700K |
| services | 3 | $17K–$80K |
| wholesale | 1 | $15K–$50K |
| no ticker disclosed coverage | 40 | $2.2M–$5.1M |
| ticker not resolved to an issuer coverage | 29 | $991K–$2.5M |
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 |
|---|---|---|---|---|
| 2026-08-20 | T | Sale | $50K–$100K | |
| 2026-07-09 | DASH | Sale | $1K–$15K |
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 Financial Services · House Committee on the Budget
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-02-18 | COIN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-09-11 | COIN | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-08-18 | CNC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-08-15 | UNH | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-08-08 | UNH | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-08-08 | CNC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-08-07 | CNC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-08-01 | UNH | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-30 | CNC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-29 | CNC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-22 | CNC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-21 | CNC | finance-insurance-realestate | House Committee on Financial Services |
151 trades touch committees outside the jurisdiction mapping (HSBU) — 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
237 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 | T | AT&T Inc. (T) [ST] | — | $50K–$100K | Traded → Filed +6d | ||
| Sale | DASH | DoorDash, Inc. - Common Stock (DASH) [ST] | — | $1K–$15K | Traded → Filed +30d | ||
| Purchase | T | AT&T Inc. (T) [ST] | — | $50K–$100K | Traded → Filed +1d | ||
| Sale | T | AT&T Inc. (T) [ST] | — | $15K–$50K | Traded → Filed +15d | ||
| Purchase | T | AT&T Inc. (T) [ST] | — | $15K–$50K | Traded → Filed +1d | ||
| Purchase | RYCEY | ROLLS ROYCE HLDGS S/ADR (RYCEY) [ST] | — | $1K–$15K | Traded → Filed +12d | ||
| Purchase | IHG | Intercontinental Hotels Group American Depositary Shares (IHG) [ST] | — | $1K–$15K | Traded → Filed +12d | ||
| Sale | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $50K–$100K | Traded → Filed +21d | ||
| Sale | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| Sale | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | — | $100K–$250K | Traded → Filed +33d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $15K–$50K | Traded → Filed +35d | ||
| Purchase | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $15K–$50K | Traded → Filed +1d | ||
| Purchase | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | — | $15K–$50K | Traded → Filed +4d | ||
| Purchase | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | — | $50K–$100K | Traded → Filed +5d | ||
| Purchase | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | — | $15K–$50K | Traded → Filed +6d | ||
| Sale | DNUT | Krispy Kreme, Inc. - Common Stock (DNUT) [ST] | — | $15K–$50K | Traded → Filed +7d | ||
| Purchase | SMPL | The Simply Good Foods Company - Common Stock (SMPL) [ST] | — | $1K–$15K | Traded → Filed +11d | ||
| Purchase | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $15K–$50K | Traded → Filed +12d | ||
| Purchase | SMPL | The Simply Good Foods Company - Common Stock (SMPL) [ST] | — | $1K–$15K | Traded → Filed +12d | ||
| Purchase | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | — | $15K–$50K | Traded → Filed +12d | ||
| Sale | COIN | Coinbase Global, Inc. - 3Class A Common Stock (COIN) [ST] | — | $1K–$15K | Traded → Filed +2d | ||
| Purchase | DNUT | Krispy Kreme, Inc. - Common Stock (DNUT) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Purchase | SMPL | The Simply Good Foods Company - Common Stock (SMPL) [ST] | — | $15K–$50K | Traded → Filed +9d | ||
| Purchase | GNPX | Genprex, Inc. - Common Stock (GNPX) [ST] | — | $1K–$15K | Traded → Filed +15d | ||
| Purchase | SMPL | The Simply Good Foods Company - Common Stock (SMPL) [ST] | — | $15K–$50K | Traded → Filed +17d | ||
| Sale | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Sale | T | AT&T Inc. (T) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Purchase | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Purchase | T | AT&T Inc. (T) [ST] | — | $15K–$50K | Traded → Filed +15d | ||
| Sale | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | — | $15K–$50K | Traded → Filed +19d | ||
| Sale | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $50K–$100K | Traded → Filed +19d | ||
| Purchase | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | — | $15K–$50K | Traded → Filed +24d | ||
| Purchase | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $15K–$50K | Traded → Filed +7d | ||
| Purchase | GNPX | Genprex, Inc. - Common Stock (GNPX) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $15K–$50K | Traded → Filed +20d | ||
| Purchase | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $15K–$50K | Traded → Filed +3d | ||
| Sale | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $50K–$100K | Traded → Filed +9d | ||
| Purchase | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | — | $15K–$50K | Traded → Filed +9d | ||
| Purchase | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $50K–$100K | Traded → Filed +10d | ||
| Purchase | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $15K–$50K | Traded → Filed +10d | ||
| Sale | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | — | $100K–$250K | Traded → Filed +16d | ||
| Sale | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $15K–$50K | Traded → Filed +4d | ||
| Sale | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $15K–$50K | Traded → Filed +4d | ||
| Purchase | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | — | $15K–$50K | Traded → Filed +11d | ||
| Purchase | CBRL | Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL) [ST] | — | $15K–$50K | Traded → Filed +12d | ||
| Purchase | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | — | $15K–$50K | Traded → Filed +12d | ||
| Sale | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | — | $100K–$250K | Traded → Filed +13d | ||
| Purchase | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | — | $15K–$50K | Traded → Filed +18d | ||
| Purchase | HY | Hyster-Yale, Inc. Class A common stock (HY) [ST] | — | $50K–$100K | Traded → Filed +20d | ||
| Purchase | GNPX | Genprex, Inc. - Common Stock (GNPX) [ST] | — | $1K–$15K | Traded → Filed +25d |
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 237 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-20 | 1 | |
| 2026-07-09 | 1 | |
| 2026-06-05 | 2 | |
| 2026-05-19 | 3 | |
| 2026-04-28 | 4 | |
| 2026-03-24 | 9 | |
| 2026-02-20 | 8 | |
| 2026-01-24 | 4 | |
| 2026-01-07 | 3 | |
| 2025-12-19 | 6 | |
| 2025-12-02 | 14 | |
| 2025-11-12 | 10 | |
| 2025-10-10 | 5 | |
| 2025-09-03 | 27 | |
| 2025-08-05 | 21 | |
| 2025-07-09 | 10 | |
| 2025-06-13 | 9 | |
| 2025-06-13 | 24 | |
| 2025-04-14 | 30 | |
| 2025-03-11 | 22 | |
| 2025-02-15 | 24 |
Signals
window 2026-06-16 → 2026-09-14No ACTIVE signals for this member in the retained window — 1 earlier signal was 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 |
|---|---|---|---|
| HOG | 32 | $1.5M–$3.5M§ | 2026-04 |
| F | 21 | $850K–$2.1M§ | 2025-04 |
| HY | 17 | $635K–$1.6M§ | 2026-01 |
| AAL | 15 | $770K–$1.8M§ | 2025-06 |
| TNA | 13 | $455K–$1.1M§ | 2025-05 |
| CBRL | 9 | $240K–$600K§ | 2026-04 |
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.