312 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: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation | 2021-10-29 | — |
| BUY | NVCR | NovoCure Limited - Ordinary Shares (NVCR) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-02 | — |
| BUY | RIVN | Rivian Automotive, Inc. - Class A (RIVN) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-11-10 | — |
| BUY | CNA | CNA Financial Corporation (CNA) [ST] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2021-08-02 | — |
| BUY | GPRO | goPro, Inc. - Class A (gPRO) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2021-04-16 | — |
| BUY | R | Ryder System, Inc. (R) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2021-09-07 | — |
| BUY | HIPO | Hippo Holdings Inc. (HIPO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-11-19 | — |
| BUY | KO | Coca-Cola Company (KO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-04-19 | — |
| BUY | YTRA | Yatra Online, Inc. - Ordinary Shares (YTRA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-04-23 | — |
| MIXED | SBUX | Starbucks Corporation (SbuX) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2021-08-13 | — |
| MIXED | LMND | Lemonade, Inc. (LMND) [ST] | Purchases $32K–$130K; sales $3K–$45K | 4 | 3 | −$13.0K to $127K≈ | 2021-07-15 | — |
| MIXED | TRV | The Travelers Companies, Inc. (TRV) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-08-02 | — |
| MIXED | BOWX | bowX Acquisition Corp. - Class A (bOWX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-05-20 | — |
| MIXED | ETN | Eaton Corporation, PlC Ordinary Shares (ETN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-02-26 | — |
| MIXED | F | Ford Motor Company (F) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-10-14 | — |
| MIXED | GM | general Motors Company (gM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-22 | — |
| MIXED | KR | Kroger Company (KR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-03-05 | — |
| MIXED | SNAP | Snap Inc. Class A (SNAP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-02-19 | — |
| MIXED | TGNA | TEgNA Inc (TgNA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-16 | — |
| MIXED | UA | under Armour, Inc. Class C (uA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-30 | — |
| MIXED | YETI | YETI Holdings, Inc. (YETI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-02-05 | — |
| SELL | ARKK | ARK Innovation ETF (ARKK) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-06-18 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $31K–$115K; sales $15K–$50K | 3 | 1 | −$19.0K to $100K≈ | 2021-08-06 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2021-11-11 | — |
| MIXED | DUK | Duke Energy Corporation (DuK) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-03-29 | — |
| MIXED | EA | Electronic Arts Inc. (EA) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-03-26 | — |
| MIXED | TRUP | Trupanion, Inc. (TRUP) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-07-16 | — |
| MIXED | WMT | Walmart Inc. (WMT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-08-20 | — |
| MIXED | XOM | Exxon Mobil Corporation (XOM) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-02-05 | — |
| MIXED | ATVI | Activision blizzard, Inc (ATVI) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-02-08 | — |
| MIXED | UAL | united Airlines Holdings, Inc. (uAl) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-02-19 | — |
| MIXED | ZOOM | Zoom Technologies, Inc. (ZOOM) [OP] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-01-15 | — |
| MIXED | DOCU | DocuSign, Inc. (DOCu) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2021-01-14 | — |
| MIXED | SPOT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2021-04-13 | — |
| MIXED | BBY | best buy Co., Inc. (bbY) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-12-29 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-07-30 | — |
| MIXED | FB | Facebook, Inc. - Class A (Fb) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-08-13 | — |
| MIXED | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-04-23 | — |
| MIXED | VRM | Vroom, Inc. (VRM) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2021-03-01 | — |
| MIXED | CCL | Carnival Corporation (CCL) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2021-07-02 | — |
| MIXED | IBM | International business Machines Corporation (IbM) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2021-03-29 | — |
| MIXED | PFE | Pfizer, Inc. (PFE) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2021-03-12 | — |
| MIXED | MET | Metlife, Inc. (MET) [ST] | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2021-09-17 | — |
| MIXED | TWTR | Twitter, Inc. (TWTR) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2021-01-29 | — |
| MIXED | NKE | Nike, Inc. (NKE) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2021-07-09 | — |
| MIXED | BA | boeing Company (bA) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2021-01-29 | — |
| MIXED | PTON | Peloton Interactive, Inc. (PTON) [ST] | Purchases $5K–$75K; sales $18K–$95K | 5 | 4 | −$90.0K to $57.0K≈ | 2021-09-10 | — |
| MIXED | CRM | Salesforce.com Inc (CRM) [ST] | Purchases $30K–$100K; sales $45K–$150K | 2 | 3 | −$120K to $55.0K≈ | 2021-11-24 | — |
| MIXED | MCD | McDonald's Corporation (MCD) [ST] | Purchases $30K–$100K; sales $45K–$150K | 2 | 3 | −$120K to $55.0K≈ | 2021-02-12 | — |
| MIXED | UPS | united Parcel Service, Inc. (uPS) [ST] | Purchases $30K–$100K; sales $45K–$150K | 2 | 3 | −$120K to $55.0K≈ | 2021-03-26 | — |
| SELL | BABA | Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (bAbA) [ST] | Purchases —; sales $45K–$150K | 0 | 3 | −$150K to −$45.0K net disposal≈ | 2021-01-22 | — |
| MIXED | AAPL | Apple Inc. (AAPL) [ST] | Purchases $63K–$245K; sales $61K–$215K | 7 | 5 | −$152K to $184K≈ | 2021-12-31 | — |
| MIXED | CHWY | Chewy, Inc. Class A (CHWY) [ST] | Purchases $37K–$205K; sales $37K–$205K | 9 | 9 | −$168K to $168K≈ | 2021-08-13 | — |
| SELL | MRNA | Moderna, Inc. (MRNA) [ST] | Purchases $3K–$45K; sales $49K–$210K | 3 | 7 | −$207K to −$4.0K net disposal≈ | 2021-01-29 | — |
| MIXED | W | Wayfair Inc. Class A (W) [ST] | Purchases $45K–$150K; sales $78K–$295K | 3 | 8 | −$250K to $72.0K≈ | 2021-08-20 | — |
| MIXED | ZM | Zoom Video Communications, Inc. - Class A (ZM) [ST] | Purchases $32K–$130K; sales $99K–$310K | 4 | 8 | −$278K to $31.0K≈ | 2022-01-11 | — |
| MIXED | COIN | Coinbase Global, Inc. - Class A (COIN) [ST] | Purchases $107K–$380K; sales $151K–$440K | 9 | 11 | −$333K to $229K≈ | 2022-11-21 | — |
| MIXED | FDX | FedEx Corporation (FDX) [ST] | Purchases $75K–$250K; sales $156K–$465K | 5 | 9 | −$390K to $94.0K≈ | 2021-04-09 | — |
| MIXED | TSLA | Tesla, Inc. (TSlA) [OP] | Purchases $253K–$545K; sales $262K–$680K | 8 | 17 | −$427K to $283K≈ | 2021-08-02 | — |
| MIXED | NFLX | Netflix, Inc. (NFlX) [ST] | Purchases $201K–$415K; sales $307K–$755K | 5 | 12 | −$554K to $108K≈ | 2021-08-27 | — |
filings incl. 0 paper: 18distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 312 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +32dmedian days between trade date and filing date, over rows that disclose both · late filings: 78rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 94 | $864K–$3M |
| retail | 56 | $364K–$1.6M |
| services | 52 | $900K–$2.6M |
| finance-insurance-realestate | 47 | $313K–$1.3M |
| transport-utilities | 36 | $351K–$1.3M |
| ticker not resolved to an issuer coverage | 23 | $51K–$415K |
| no ticker disclosed coverage | 4 | Over $16K |
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 · 284 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | COIN | Coinbase Global, Inc. - Class A (COIN) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +32d | ||
| Sale | ATVI | Activision blizzard, Inc (ATVI) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Sale | ATVI | Activision blizzard, Inc (ATVI) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [OP] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Sale | ZM | Zoom Video Communications, Inc. - Class A (ZM) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| Purchase | — | grayscale bitcoin TR bTC: gbTC [OT] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +35d | |
| Purchase | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +35d | ||
| Sale | AAPL | Apple Inc. (AAPL) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +39d | ||
| Purchase | BBY | best buy Co., Inc. (bbY) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +10d | ||
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [OP] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +32d | ||
| Purchase | RIVN | Rivian Automotive, Inc. - Class A (RIVN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +34d | ||
| Sale | AAPL | Apple Inc. (AAPl) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +12d | ||
| Purchase | CRM | Salesforce.com Inc (CRM) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +14d | ||
| Purchase | HIPO | Hippo Holdings Inc. (HIPO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Purchase | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +20d | ||
| Purchase | DIS | Walt Disney Company (DIS) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +27d | ||
| Purchase | — | Stock: grayscale bitcoin TR bTC: gbTC [OT] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +29d | |
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [OP] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Purchase | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +33d | ||
| Purchase | AAPL | Apple Inc. (AAPl) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +40d | ||
| Purchase | AMZN | Amazon.com, Inc. (AMZN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +40d | ||
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [OP] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +10d | ||
| Sale | F | Ford Motor Company (F) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Sale | MET | Metlife, Inc. (MET) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Purchase | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +22d | ||
| Sale | PTON | Peloton Interactive, Inc. (PTON) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | PTON | Peloton Interactive, Inc. (PTON) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | ZM | Zoom Video Communications, Inc. - Class A (ZM) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Purchase | MET | Metlife, Inc. (MET) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Purchase | MET | Metlife, Inc. (MET) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| Purchase | R | Ryder System, Inc. (R) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | NFLX | Netflix, Inc. (NFlX) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +12d | ||
| Sale | CRM | Salesforce.com Inc (CRM) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +19d | ||
| Sale | WMT | Walmart Inc. (WMT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Sale | W | Wayfair Inc. Class A (W) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +19d | ||
| Purchase | COIN | Coinbase global, Inc. - Class A (COIN) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | COIN | Coinbase global, Inc. - Class A (COIN) [OP] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | CHWY | Chewy, Inc. Class A (CHWY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | FB | Facebook, Inc. - Class A (Fb) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | SBUX | Starbucks Corporation (SbuX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | AAPL | Apple Inc. (AAPl) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +26d | ||
| Purchase | MSFT | Microsoft Corporation (MSFT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +33d | ||
| Purchase | ATVI | Activision blizzard, Inc (ATVI) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +33d | ||
| Purchase | TSLA | Tesla, Inc. (TSlA) [OP] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +37d | ||
| Sale | TSLA | Tesla, Inc. (TSlA) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +37d | ||
| Purchase | CNA | CNA Financial Corporation (CNA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +37d | ||
| Purchase | CNA | CNA Financial Corporation (CNA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +37d | ||
| Purchase | CNA | CNA Financial Corporation (CNA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +37d |
| Filed | Rows | Receipt |
|---|---|---|
| 2022-12-23 | 1 | |
| 2022-03-05 | 3 | |
| 2022-02-08 | 4 | |
| 2022-01-08 | 2 | |
| 2021-12-09 | 1 | |
| 2021-12-09 | 1 | |
| 2021-12-08 | 11 | |
| 2021-11-07 | 2 | |
| 2021-10-06 | 8 | |
| 2021-09-08 | 22 | |
| 2021-08-05 | 22 | |
| 2021-07-09 | 9 | |
| 2021-06-10 | 6 | |
| 2021-05-09 | 44 | |
| 2021-04-21 | 8 | |
| 2021-04-15 | 40 | |
| 2021-04-15 | 67 | |
| 2021-02-13 | 61 |
No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
No tickers disclosed in the trailing 24 months.
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.