Dan Newhouse

Republican — R–WA-4 · U.S. House · serving since 2015 · House Committee on Agriculture, House Committee on Appropriations, House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party · member ID N000189Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
212
7 filings · 0 paper · retained
Net flow · 12m
−$382K to $318K
purchases minus sales · statutory ranges, an interval
Distinct tickers
93
across every disclosed row
Late filings
52
filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD

Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: purchases $75K–$250K, sales $48K–$720K; 25Q3: purchases $14K–$210K, sales $2K–$30K; 25Q4: purchases $11K–$165K, sales $8K–$120K; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: purchases $12K–$180K, sales $19K–$285K

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 · 11 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Dan Newhouse
NetTickerIssuerBuy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeroBuysSellsNet range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeroLast traded13FInstitutional overlap is not available in this build.
BUYADPAutomatic Data Processing, Inc. - Common Stock (ADP) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYAMCRAmcor plc Ordinary Shares (AMCR) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYAMEAMETEK, Inc. (AME) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYANETArista Networks, Inc. Common Stock (ANET) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYAPHAmphenol Corporation Common Stock (APH) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYBAC$IBank Amer Corp Dep Sh Repstg 1/1000th Pfd Ser I (BAC$I) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2024-04-10
BUYBRBroadridge Financial Solutions, Inc. Common Stock (BR) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-31
BUYBXBlackstone Inc. Common Stock (BX) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-11
BUYCOPConocoPhillips Common Stock (COP) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYDUKDuke Energy Corporation (DUK) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYFEFirstEnergy Corp. Common Stock (FE) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYFISFidelity National Information Services, Inc. Common Stock (FIS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYFISVFiserv, Inc. (FISV) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2022-03-08
BUYGISGeneral Mills, Inc. Common Stock (GIS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYLULUlululemon athletica inc. - Common Stock (LULU) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-11
BUYMSMorgan Stanley Common Stock (MS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYMUMicron Technology, Inc. - Common Stock (MU) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYNEENextEra Energy, Inc. (NEE) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2022-03-08
BUYNKENike, Inc. Common Stock (NKE) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2024-04-10
BUYNXPINXP Semiconductors N.V. - Common Stock (NXPI) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-11
BUYOKEONEOK, Inc. Common Stock (OKE) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYPLDPrologis, Inc. Common Stock (PLD) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYRCLRoyal Caribbean Cruises Ltd. Common Stock (RCL) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-31
BUYROSTRoss Stores, Inc. - Common Stock (ROST) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYSCHWCharles Schwab Corporation (SCHW) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-11
BUYSNPSSynopsys, Inc. - Common Stock (SNPS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-31
BUYSPGIS&P Global Inc. Common Stock (SPGI) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYTGTTarget Corporation Common Stock (TGT) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYTMUST-Mobile US, Inc. (TMUS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-11
BUYTXTTextron Inc. Common Stock (TXT) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-12-11
BUYUBERUber Technologies, Inc. Common Stock (UBER) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2026-07-10
BUYXOMExxon Mobil Corporation Common Stock (XOM) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2025-08-18
BUYZTSZoetis Inc. Class A (ZTS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2022-03-08
MIXEDHONHoneywell International Inc. (HON) [ST]Purchases $3K–$45K; sales $1K–$15K31−$12.0K to $44.0K2026-07-10
MIXEDACNAccenture plc Class A Ordinary Shares (ACN) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2026-07-10
MIXEDDHRDanaher Corporation Common Stock (DHR) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2025-04-11
MIXEDELEstee Lauder Companies, Inc. (EL) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2025-04-11
MIXEDLOWLowe's Companies, Inc. Common Stock (LOW) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2025-04-11
MIXEDMCOMoody's Corporation Common Stock (MCO) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2025-04-11
MIXEDPGProcter & Gamble Company (PG) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2024-04-10
MIXEDVVisa Inc. (V) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2025-04-11
MIXEDVFCV.F. Corporation Common Stock (VFC) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2025-04-11
MIXEDAAPLApple Inc. - Common Stock (AAPL) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDADIAnalog Devices, Inc. - Common Stock (ADI) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDAMATApplied Materials, Inc. - Common Stock (AMAT) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2026-07-10
MIXEDAMDAdvanced Micro Devices, Inc. (AMD) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2026-07-10
MIXEDAMZNAmazon.com, Inc. - Common Stock (AMZN) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDBROBrown & Brown, Inc. Common Stock (BRO) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-12-11
MIXEDCSXCSX Corporation (CSX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2026-07-10
MIXEDELVElevance Health, Inc. Common Stock (ELV) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDEQREquity Residential Common Shares of Beneficial Interest (EQR) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDFMCFMC Corporation Common Stock (FMC) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2026-07-10
MIXEDLINLinde plc - Ordinary Shares (LIN) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDNINiSource Inc Common Stock (NI) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDPANWPalo Alto Networks, Inc. (PANW) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2026-07-10
MIXEDPEPPepsico, Inc. (PEP) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDPYPLPayPal Holdings, Inc. - Common Stock (PYPL) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDTAT&T Inc. (T) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDTSLATesla, Inc. - Common Stock (TSLA) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDUNPUnion Pacific Corporation Common Stock (UNP) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
MIXEDUPSUnited Parcel Service, Inc. Common Stock (UPS) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2026-07-10
MIXEDVZVerizon Communications Inc. Common Stock (VZ) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2025-04-11
SELLBREWCraft Brew Alliance, Inc. (BREW) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-10-01
SELLEVRGEvergy, Inc. (EVRG) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-04-11
SELLFIFiserv, Inc. Common Stock (FI) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-04-11
SELLHONAVHoneywell Aerospace Inc. - Common Stock (HONAV) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2026-07-10
SELLMDLZMondelez International, Inc. - Class A Common Stock (MDLZ) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-04-11
SELLWTRGEssential Utilities, Inc. Common Stock (WTRG) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2025-04-11
MIXEDADBEAdobe Inc. - Common Stock (ADBE) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2026-07-10
MIXEDBLKBlackRock, Inc. Common Stock (BLK) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2025-08-18
MIXEDFTNTFortinet, Inc. - Common Stock (FTNT) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2026-07-10
MIXEDTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2026-07-10
MIXEDCRMSalesforce, Inc. Common Stock (CRM) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-04-11
MIXEDDGDollar General Corporation Common Stock (DG) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-12-11
MIXEDHSYThe Hershey Company Common Stock (HSY) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2026-07-10
MIXEDMSFTMicrosoft Corporation - Common Stock (MSFT) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-04-11
MIXEDNFLXNetflix, Inc. - Common Stock (NFLX) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-04-11
MIXEDNOWServiceNow, Inc. Common Stock (NOW) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-04-11
MIXEDRTXRTX Corporation Common Stock (RTX) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-08-18
MIXEDTFCTruist Financial Corporation Common Stock (TFC) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2025-12-11
MIXEDUNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2026-07-10
MIXEDDEDeere & Company Common Stock (DE) [ST]Purchases $3K–$45K; sales $3K–$45K33−$42.0K to $42.0K2026-07-10
MIXEDAVGOBroadcom Inc. - Common Stock (AVGO) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2025-12-11
MIXEDBKNGBooking Holdings Inc. - Common Stock (BKNG) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2025-04-11
MIXEDGOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2026-07-10
MIXEDINTUIntuit Inc. - Common Stock (INTU) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2026-07-10
MIXEDSBUXStarbucks Corporation - Common Stock (SBUX) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2025-12-11
MIXEDULTAUlta Beauty, Inc. - Common Stock (ULTA) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2025-12-11
SELLMGAMagna International, Inc. Common Stock (MGA) [ST]Purchases —; sales $3K–$45K03−$45.0K to −$3.0K net disposal2026-07-10
MIXEDNVDANVIDIA Corporation - Common Stock (NVDA) [ST]Purchases $2K–$30K; sales $4K–$60K24−$58.0K to $26.0K2026-07-10
MIXEDLLYEli Lilly and Company Common Stock (LLY) [ST]Purchases $1K–$15K; sales $4K–$60K14−$59.0K to $11.0K2026-07-10
MIXEDMPCMarathon Petroleum Corporation Common Stock (MPC) [ST]Purchases $1K–$15K; sales $5K–$75K15−$74.0K to $10.0K2026-07-10

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
+35dslower than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing
30far above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
98%small-lot profile — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
54%above median — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
29%family accounts — median 97%

filings incl. 0 paper: 7distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 212 · disclosed flow · trailing 12m: $50K–$750Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +35dmedian days between trade date and filing date, over rows that disclose both · late filings: 52rows filed past the STOCK Act's 45-day window

Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.

Sector mix

taxonomy v1 · SIC as of 2026-09-14
Disclosed transactions by issuer sector
SectorTradesFlow range
manufacturing92$92K–$1.4M
services42$42K–$630K
transport-utilities24$24K–$360K
retail19$19K–$285K
finance-insurance-realestate18$18K–$270K
no ticker disclosed coverage11$81K–$340K
ticker not resolved to an issuer coverage6$6K–$90K
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
Largest recent disclosures for Dan Newhouse
Filed ▾AssetSideAmountSrc
2026-07-17NVDASale$1K–$15K
2026-07-17FTNTSale$1K–$15K
2026-07-17FMCSale$1K–$15K
2026-07-17ANETPurchase$1K–$15K
2026-07-17COSTPurchase$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 v1

Serves on: House Committee on Agriculture · House Committee on Appropriations · House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party

No overlaps found within the MAPPED committee jurisdictions · 85 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 110 trades touch committees outside the jurisdiction mapping (HSAP, HSZS) — 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

212 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for Dan Newhouse
KindTickerAssetOwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗RangeAmount rangeTraded → FiledSource
SaleNVDANVIDIA Corporation - Common Stock (NVDA) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleFTNTFortinet, Inc. - Common Stock (FTNT) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleFMCFMC Corporation Common Stock (FMC) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseANETArista Networks, Inc. Common Stock (ANET) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseCOSTCostco Wholesale Corporation - Common Stock (COST) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleHONAVHoneywell Aerospace Inc. - Common Stock (HONAV) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
PurchaseDUKDuke Energy Corporation (DUK) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleUPSUnited Parcel Service, Inc. Common Stock (UPS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseMUMicron Technology, Inc. - Common Stock (MU) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleLLYEli Lilly and Company Common Stock (LLY) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
PurchaseFEFirstEnergy Corp. Common Stock (FE) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SalePANWPalo Alto Networks, Inc. (PANW) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleUNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseMSMorgan Stanley Common Stock (MS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleGOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleINTUIntuit Inc. - Common Stock (INTU) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseAMCRAmcor plc Ordinary Shares (AMCR) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleCSXCSX Corporation (CSX) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
PurchaseUBERUber Technologies, Inc. Common Stock (UBER) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleDEDeere & Company Common Stock (DE) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleMGAMagna International, Inc. Common Stock (MGA) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleTMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleMPCMarathon Petroleum Corporation Common Stock (MPC) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
SaleHSYThe Hershey Company Common Stock (HSY) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseFISFidelity National Information Services, Inc. Common Stock (FIS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleADBEAdobe Inc. - Common Stock (ADBE) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleAMATApplied Materials, Inc. - Common Stock (AMAT) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
PurchaseAPHAmphenol Corporation Common Stock (APH) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseHONHoneywell International Inc. (HON) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
SaleAMDAdvanced Micro Devices, Inc. (AMD) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +7d
PurchaseACNAccenture plc Class A Ordinary Shares (ACN) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +7d
PurchaseTennessee Gas Pipeline Co Debenture [CS]· SP (spouse-owned)$1K–$15Kno tickerTraded Filed +15d
PurchaseRCLRoyal Caribbean Cruises Ltd. Common Stock (RCL) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +15d
PurchaseBRBroadridge Financial Solutions, Inc. Common Stock (BR) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +15d
PurchaseSNPSSynopsys, Inc. - Common Stock (SNPS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +15d
SaleAVGOBroadcom Inc. - Common Stock (AVGO) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +35d
PurchaseTMUST-Mobile US, Inc. (TMUS) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
PurchaseTXTTextron Inc. Common Stock (TXT) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
SaleDGDollar General Corporation Common Stock (DG) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
PurchaseNXPINXP Semiconductors N.V. - Common Stock (NXPI) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
SaleBROBrown & Brown, Inc. Common Stock (BRO) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
SaleGOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +35d
SaleSBUXStarbucks Corporation - Common Stock (SBUX) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
PurchaseBXBlackstone Inc. Common Stock (BX) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
PurchasePANWPalo Alto Networks, Inc. (PANW) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
PurchaseLULUlululemon athletica inc. - Common Stock (LULU) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
SaleTFCTruist Financial Corporation Common Stock (TFC) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
SaleMGAMagna International, Inc. Common Stock (MGA) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +35d
SaleULTAUlta Beauty, Inc. - Common Stock (ULTA) [ST]· partial · SP (partial sale, spouse-owned)$1K–$15KTraded Filed +35d
PurchaseSCHWCharles Schwab Corporation (SCHW) [ST]· SP (spouse-owned)$1K–$15KTraded Filed +35d
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 212 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2026-07-1731
2026-01-1519
2025-09-1716
2025-05-1653
2024-04-2531
2023-05-2661
2021-08-061
Signals for this member
TickerKindFiledSizeSrc
FISS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
DUKS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
APHS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
FES-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
MUS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
MSS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
ANETS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
COSTS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
AMCRS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
HONAVS-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2026-07-17$1.0K–$15.0K
Filed dates lag the trades
How this is computed

PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding. · 17 superseded in the window

PLANNED annual holdings · 13F overlap

Additional disclosure analysis

Most-disclosed tickers

trailing 24m
Most-disclosed tickers, trailing 24 months
TickerTradesFlow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed rangesLast
GOOGL3$3K–$45K§2026-07
MGA3$3K–$45K§2026-07
ACN2$2K–$30K§2026-07
ADBE2$2K–$30K§2026-07
AMAT2$2K–$30K§2026-07
AMD2$2K–$30K§2026-07

212 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Published 2026-09-14

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.