227 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 $1.5M–$6M, sales $6M–$30M; 25Q1: purchases $1.3M–$2.6M, no sales; 25Q2: purchases $1M–$5M, sales $15K–$50K; 25Q3: no purchases, no sales; 25Q4: purchases $700K–$1.5M, sales $14.4M–$70.8M; 26Q1: purchases $2.4M–$7.9M, no sales; 26Q2: purchases $1.5M–$6M, no sales; 26Q3: purchases $4.3M–$14.5M, 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 | AB | AllianceBernstein Holding L.P. Units (AB) [AB] | Purchases $4.5M–$12M; sales — | 9 | 0 | $4.5M to $12.0M net accumulation | 2026-01-16 | — |
| BUY | BE | Bloom Energy Corporation Class A Common Stock (BE) [OP] | Purchases $3M–$12M; sales — | 4 | 0 | $3.0M to $12.0M net accumulation≈ | 2026-07-28 | — |
| BUY | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Purchases $2M–$10M; sales — | 2 | 0 | $2.0M to $10.0M net accumulation≈ | 2025-06-20 | — |
| BUY | INTC | Intel Corporation - Common Stock (INTC) [ST] | Purchases $1.8M–$6.5M; sales — | 3 | 0 | $1.8M to $6.5M net accumulation≈ | 2026-07-24 | — |
| BUY | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchases $1.6M–$6.3M; sales — | 3 | 0 | $1.6M to $6.3M net accumulation≈ | 2024-12-20 | — |
| BUY | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases $1.5M–$6M; sales — | 2 | 0 | $1.5M to $6.0M net accumulation≈ | 2022-09-16 | — |
| BUY | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Purchases $2.3M–$4.5M; sales $750K–$1.5M | 5 | 3 | $750K to $3.8M net accumulation≈ | 2025-12-30 | — |
| BUY | AXP | American Express Company (AXP) [ST] | Purchases $600K–$1.3M; sales — | 3 | 0 | $600K to $1.3M net accumulation≈ | 2022-01-21 | — |
| BUY | VST | Vistra Corp. Common Stock (VST) [ST] | Purchases $600K–$1.3M; sales — | 2 | 0 | $600K to $1.3M net accumulation≈ | 2026-01-16 | — |
| BUY | HTZ | Hertz global Holdings, Inc (HTZ) | Purchases $545K–$1.3M; sales — | 10 | 0 | $545K to $1.3M net accumulation≈ | 2015-07-16 | — |
| BUY | CRWD | CrowdStrike Holdings, Inc. - Class A (CRWD) [ST] | Purchases $500K–$1M; sales — | 1 | 0 | $500K to $1.0M net accumulation≈ | 2020-09-03 | — |
| BUY | UBER | Uber Technologies, Inc. Common Stock (UBER) [OP] | Purchases $500K–$1M; sales — | 1 | 0 | $500K to $1.0M net accumulation≈ | 2026-05-29 | — |
| BUY | NFLX | Netflix, Inc. (NFLX) [ST] | Purchases $1.4M–$5.8M; sales $500K–$1M | 3 | 2 | $350K to $5.3M net accumulation≈ | 2022-12-30 | — |
| BUY | DBX | Dropbox, Inc. - Class a (DBX) | Purchases $250K–$500K; sales — | 1 | 0 | $250K to $500K net accumulation≈ | 2018-03-27 | — |
| BUY | T | aT&T Inc. (T) [sT] | Purchases $250K–$500K; sales — | 1 | 0 | $250K to $500K net accumulation≈ | 2018-10-24 | — |
| BUY | MU | Micron Technology, Inc. (MU) [OP] | Purchases $250K–$500K; sales $15K–$50K | 1 | 1 | $200K to $485K net accumulation≈ | 2022-09-16 | — |
| BUY | SUNE | sunEdison, Inc. (suNE) | Purchases $100K–$250K; sales — | 1 | 0 | $100K to $250K net accumulation≈ | 2014-10-24 | — |
| BUY | TEM | Tempus AI, Inc. - Class A Common Stock (TEM) [ST] | Purchases $100K–$200K; sales — | 2 | 0 | $100K to $200K net accumulation≈ | 2026-01-16 | — |
| BUY | SQ | square, Inc. Class a (sQ) | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation | 2017-01-20 | — |
| MIXED | TSLA | Tesla, Inc. - Common Stock (TSLA) [ST] | Purchases $1.5M–$6M; sales $750K–$1.5M | 2 | 2 | $0 to $5.3M≈ | 2024-06-24 | — |
| MIXED | VSNT | Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] | Purchases —; sales — | 0 | 0 | $0≈ | 2026-01-02 | — |
| MIXED | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Purchases —; sales — | 0 | 0 | $0≈ | 2022-04-11 | — |
| SELL | BCOR | Blucora, Inc. (BCoR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2014-10-23 | — |
| SELL | BRCM | Broadcom Corporation - Class a (BRCM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-10-23 | — |
| SELL | ELX | Emulex Corporation (ElX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-10-23 | — |
| SELL | ENTR | Entropic Communications, Inc. (ENTR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-10-23 | — |
| SELL | BFET | BF Enterprises Common stock New (BFET) [sT] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-02-07 | — |
| SELL | AA | alcoa Inc. (aa) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-10-23 | — |
| SELL | DOW | Dow Chemical Company (DoW) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-10-23 | — |
| SELL | SFLY | shutterfly, Inc. (sFlY) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-10-23 | — |
| MIXED | WORK | Slack Technologies, Inc. Class A (WORK) [ST] | Purchases $250K–$500K; sales $250K–$500K | 1 | 1 | −$250K to $250K≈ | 2021-07-22 | — |
| SELL | IBKR | Interactive Brokers group, Inc. - Class a (IBKR) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2020-05-08 | — |
| SELL | MORN | Morningstar, Inc. (MoRN) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2020-05-08 | — |
| SELL | RHI | Robert Half International Inc. (RHI) | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2014-09-22 | — |
| SELL | MGRC | Mcgrath RentCorp (MgRC) | Purchases —; sales $300K–$600K | 0 | 2 | −$600K to −$300K net disposal | 2016-07-21 | — |
| MIXED | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $3.7M–$13.4M; sales $1M–$5M | 8 | 1 | −$1.4M to $12.4M≈ | 2024-07-26 | — |
| MIXED | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $4.4M–$14.8M; sales $2M–$7M | 8 | 5 | −$2.7M to $12.8M≈ | 2026-01-16 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases $2.5M–$8M; sales $2.5M–$8M | 5 | 4 | −$5.5M to $5.5M≈ | 2026-01-16 | — |
| MIXED | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $6.9M–$28.8M; sales $3.1M–$15.3M | 11 | 4 | −$8.4M to $25.7M≈ | 2026-01-16 | — |
| SELL | FB | Facebook, Inc. - Class A (FB) [ST] | Purchases $650K–$1.4M; sales $2M–$10M | 4 | 2 | −$9.4M to −$650K net disposal≈ | 2020-08-07 | — |
| SELL | V | Visa Inc. (V) [ST] | Purchases —; sales $5.2M–$16.6M | 0 | 15 | −$16.6M to −$5.2M net disposal≈ | 2024-07-01 | — |
| SELL | AAPL | Apple Inc. - Common Stock (AAPL) [OP] | Purchases $7.2M–$20.5M; sales $21.8M–$97.8M | 18 | 17 | −$90.6M to −$1.3M net disposal≈ | 2025-12-30 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $3.2M–$12.5M; sales Over $1.5M | 9 | 3 | at most $11.0M≈ | 2025-12-30 | — |
| MIXED | CRM | Salesforce, Inc. (CRM) [OP] | Purchases $1.8M–$6.6M; sales Over $50K | 5 | 2 | at most $6.6M≈ | 2022-12-20 | — |
| MIXED | RBLX | Roblox Corporation Class A (RBLX) [OP] | Purchases $250K–$500K; sales Over $100K | 1 | 2 | at most $400K≈ | 2023-01-20 | — |
filings incl. 1 paper: 66distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 227 · disclosed flow · trailing 12m: Over $23.2Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +26dmedian days between trade date and filing date, over rows that disclose both · late filings: 10rows 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 |
|---|---|---|
| services | 88 | Over $30.3M |
| manufacturing | 70 | $49.8M–$205.2M |
| finance-insurance-realestate | 14 | $5.3M–$13.8M |
| retail | 13 | $6.4M–$21.8M |
| transport-utilities | 5 | Over $900K |
| construction | 1 | $100K–$250K |
| no ticker disclosed coverage | 19 | $5.5M–$17.2M |
| ticker not resolved to an issuer coverage | 17 | $3.2M–$12.6M |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-08-21 | BE | Purchase | $1M–$5M | |
| 2026-08-21 | BE | Purchase | $1M–$5M | |
| 2026-06-23 | INTC | Purchase | $1M–$5M | |
| 2026-08-21 | BE | Purchase | $500K–$1M | |
| 2026-08-21 | BE | Purchase | $500K–$1M |
No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 158 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 | BE | Bloom Energy Corporation Class A Common Stock (BE) [OP] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +24d | ||
| Purchase | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +24d | ||
| Purchase | — | REOF XXV, LLC [AB] | · SP (spouse-owned) | $500K–$1M | no ticker | Traded → Filed +25d | |
| Purchase | INTC | Intel Corporation - Common Stock (INTC) [ST] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +28d | ||
| Purchase | BE | Bloom Energy Corporation Class A Common Stock (BE) [ST] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +28d | ||
| Purchase | INTC | Intel Corporation - Common Stock (INTC) [OP] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +28d | ||
| Purchase | BE | Bloom Energy Corporation Class A Common Stock (BE) [OP] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +28d | ||
| Purchase | INTC | Intel Corporation - Common Stock (INTC) [OP] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +25d | ||
| Purchase | UBER | Uber Technologies, Inc. Common Stock (UBER) [OP] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +25d | ||
| Purchase | VST | Vistra Corp. Common Stock (VST) [ST] | · SP (spouse-owned) | $100K–$250K | Traded → Filed +7d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +7d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +7d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +7d | ||
| Purchase | AB | AllianceBernstein Holding L.P. Units (AB) [AB] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +7d | ||
| Purchase | TEM | Tempus AI, Inc. - Class A Common Stock (TEM) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +7d | ||
| Exchange | VSNT | Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] | · SP (spouse-owned) | — | amount unparsed | Traded → Filed +21d | |
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [OP] | · SP (spouse-owned) | $100K–$250K | Traded → Filed +24d | ||
| Purchase | AAPL | Apple Inc. - Common Stock (AAPL) [OP] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +24d | ||
| Sale | DIS | Walt Disney Company (DIS) [ST] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +24d | ||
| Sale | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | · partial · SP (partial sale, spouse-owned) | $1M–$5M | Traded → Filed +24d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · partial · SP (partial sale, spouse-owned) | $5M–$25M | Traded → Filed +24d | ||
| Sale | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +24d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [OP] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +24d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [OP] | · SP (spouse-owned) | $100K–$250K | Traded → Filed +24d | ||
| Sale | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | · partial · SP (partial sale, spouse-owned) | $1M–$5M | Traded → Filed +30d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · partial · SP (partial sale, spouse-owned) | $1M–$5M | Traded → Filed +30d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · partial · SP (partial sale, spouse-owned) | $5M–$25M | Traded → Filed +30d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · partial · SP (partial sale, spouse-owned) | $100K–$250K | Traded → Filed +2d | ||
| Sale | — | Matthews International Mutual Fund [OT] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +19d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [OP] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +3d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [OP] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +3d | ||
| Purchase | TEM | Tempus AI, Inc. - Class A Common Stock (TEM) [OP] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +3d | ||
| Purchase | VST | Vistra Corp. Common Stock (VST) [OP] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +3d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [OP] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +3d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | · partial · SP (partial sale, spouse-owned) | $5M–$25M | Traded → Filed +17d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · partial · SP (partial sale, spouse-owned) | $1M–$5M | Traded → Filed +17d | ||
| Purchase | PANW | Palo Alto Networks, Inc. (PANW) [ST] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +28d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +28d | ||
| Purchase | — | REOF XXVI, LLC [AB] | · SP (spouse-owned) | $250K–$500K | no ticker | Traded → Filed +29d | |
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +4d | ||
| Sale | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | · partial · SP (partial sale, spouse-owned) | $1M–$5M | Traded → Filed +4d | ||
| Sale | V | Visa Inc. (V) [ST] | · partial · SP (partial sale, spouse-owned) | $500K–$1M | Traded → Filed +1d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +6d | ||
| Sale | TSLA | Tesla, Inc. - Common Stock (TSLA) [ST] | · SP (spouse-owned) | $250K–$500K | Traded → Filed +8d | ||
| Purchase | AVGO | Broadcom Inc. - Common Stock (AVGO) [OP] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +8d | ||
| Purchase | — | Forge Investments, LLC [AB] | · SP (spouse-owned) | $1M–$5M | no ticker | Traded → Filed +17d | |
| Purchase | PANW | Palo Alto Networks, Inc. (PANW) [OP] | · SP (spouse-owned) | $100K–$250K | Traded → Filed +2d | ||
| Purchase | PANW | Palo Alto Networks, Inc. (PANW) [OP] | · SP (spouse-owned) | $500K–$1M | Traded → Filed +11d | ||
| Purchase | NVDA | NVIDIA Corporation (NVDA) [OP] | · SP (spouse-owned) | $1M–$5M | Traded → Filed +29d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-21 | 7 | |
| 2026-06-23 | 2 | |
| 2026-01-23 | 18 | |
| 2025-10-24 | 1 | |
| 2025-07-09 | 2 | |
| 2025-01-17 | 9 | |
| 2024-09-11 | 1 | |
| 2024-07-30 | 2 | |
| 2024-07-02 | 4 | |
| 2024-03-21 | 1 | |
| 2024-02-23 | 2 | |
| 2023-12-21 | 1 | |
| 2023-06-22 | 2 | |
| 2023-06-06 | 1 | |
| 2023-04-06 | 2 | |
| 2023-01-25 | 1 | |
| 2023-01-12 | 13 | |
| 2022-11-30 | 1 | |
| 2022-10-14 | 4 | |
| 2022-09-09 | 1 | |
| 2022-07-26 | 1 | |
| 2022-07-14 | 3 | |
| 2022-06-03 | 4 | |
| 2022-05-03 | 1 | |
| 2022-03-21 | 1 | |
| 2022-03-04 | 5 | |
| 2022-02-28 | 5 | |
| 2022-01-12 | 2 | |
| 2021-12-29 | 7 | |
| 2021-08-20 | 4 | |
| 2021-07-02 | 4 | |
| 2021-04-09 | 6 | |
| 2021-03-09 | 2 | |
| 2021-01-21 | 4 | |
| 2020-12-10 | 2 | |
| 2020-10-04 | 1 | |
| 2020-09-03 | 1 | |
| 2020-07-20 | 9 | |
| 2020-06-09 | 9 | |
| 2020-04-01 | 5 | |
| 2020-03-03 | 1 | |
| 2020-02-11 | 5 | |
| 2019-09-19 | 1 | |
| 2019-09-18 | 3 | |
| 2019-08-13 | 4 | |
| 2019-07-11 | 2 | |
| 2019-03-11 | 1 | |
| 2018-11-08 | 3 | |
| 2018-10-25 | 3 | |
| 2018-09-06 | 3 | |
| 2018-04-16 | 1 | |
| 2018-02-26 | 2 | |
| 2018-01-10 | 5 | |
| 2017-07-20 | 2 | |
| 2017-02-14 | 3 | |
| 2017-02-06 | 2 | |
| 2016-08-17 | 2 | |
| 2016-05-24 | 2 | |
| 2016-02-17 | 2 | |
| 2016-02-02 | 3 | |
| 2015-07-28 | 2 | |
| 2015-07-07 | 6 | |
| 2015-01-12 | 3 | |
| 2014-12-17 | 5 | |
| 2014-11-05 | 10 |
| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| BE | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $500K–$1.0M | |
| — | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $500K–$1.0M | |
| INTC | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $500K–$1.0M | |
| INTC | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $250K–$500K | |
| BE | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $500K–$1.0M | |
| BE | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $1.0M–$5.0M | |
| BE | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-08-21 | $1.0M–$5.0M | |
| BE | S-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 against | 2026-08-21 | $1.0M–$5.0M | |
| UBER | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-06-23 | $500K–$1.0M | |
| INTC | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-06-23 | $1.0M–$5.0M |
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.
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 |
|---|---|---|---|
| NVDA | 6 | $3.1M–$12.3M§ | 2026-01 |
| AAPL | 5 | $15.4M–$75.8M§ | 2025-12 |
| AMZN | 4 | $1.9M–$6.8M§ | 2026-01 |
| BE | 4 | $3M–$12M§ | 2026-07 |
| GOOGL | 4 | $2M–$7M§ | 2026-01 |
| INTC | 3 | $1.8M–$6.5M§ | 2026-07 |
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.
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.
| Filed ▾ | Status | Src |
|---|---|---|
| 2014-04-16 | paper filing — needs OCR retained and counted; zero machine-readable rows |