Scott H. Peters

Democrat — D–CA-50 · U.S. House · serving since 2013 · House Committee on the Budget, House Committee on Energy and Commerce · member ID P000608Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗

Disclosures: 1,007
Net flow · 12m: unbounded — open bounds on both sides
Distinct tickers: 66
Late filings: 26

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 · 2 rows with no parseable trade date excluded · source: House Clerk + Senate eFD

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 · 590 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Scott H. Peters
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.
MIXED	MLPN	Credit Suisse Equal Weight MlP Index ETN due april 20, 2020 linked to the Cushing 30 MlP Index (MlPN)	Purchases $4K–$60K; sales $1K–$15K	4	1	−$11.0K to $59.0K	2013-03-15	—
MIXED	MRO	Marathon Oil Corporation (MRO)	Purchases $60K–$200K; sales $30K–$100K	4	2	−$40.0K to $170K≈	2015-08-03	—
MIXED	TYC	Tyco International plc (TYC)	Purchases $60K–$200K; sales $30K–$100K	4	2	−$40.0K to $170K≈	2015-09-02	—
MIXED	UNP	union Pacific Corporation (uNP)	Purchases $60K–$200K; sales $30K–$100K	4	2	−$40.0K to $170K≈	2015-09-02	—
MIXED	EQT	EQT Corporation (EQT)	Purchases $46K–$165K; sales $30K–$100K	4	2	−$54.0K to $135K≈	2015-09-02	—
MIXED	QCOM	QualCOMM Incorporated (QCOM)	Purchases $46K–$165K; sales $30K–$100K	4	2	−$54.0K to $135K≈	2015-09-02	—
MIXED	NEE	NextEra Energy, Inc. (NEE)	Purchases $45K–$150K; sales $30K–$100K	3	2	−$55.0K to $120K≈	2015-09-02	—
MIXED	EOG	EOg Resources, Inc. (EOg)	Purchases $33K–$145K; sales $30K–$100K	5	2	−$67.0K to $115K≈	2015-09-02	—
MIXED	M	Macy's Inc (M)	Purchases $130K–$300K; sales $100K–$200K	4	2	−$70.0K to $200K≈	2015-09-02	—
MIXED	USB	u.S. Bancorp (uSB)	Purchases $130K–$300K; sales $100K–$200K	4	2	−$70.0K to $200K≈	2015-09-02	—
MIXED	TMO	Thermo Fisher Scientific Inc (TMO)	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2015-09-02	—
MIXED	ATMP	Barclays ETN Plus Select MlP (aTMP)	Purchases $55K–$175K; sales $52K–$130K	6	3	−$75.0K to $123K≈	2014-08-13	—
MIXED	ADS	alliance Data Systems Corporation (aDS)	Purchases $60K–$200K; sales $65K–$150K	4	2	−$90.0K to $135K≈	2015-09-02	—
MIXED	AXP	american Express Company (aXP)	Purchases $60K–$200K; sales $65K–$150K	4	2	−$90.0K to $135K≈	2015-09-02	—
MIXED	BLK	BlackRock, Inc. (BlK)	Purchases $60K–$200K; sales $65K–$150K	4	2	−$90.0K to $135K≈	2015-09-02	—
MIXED	CL	Colgate-Palmolive Company (Cl)	Purchases $60K–$200K; sales $65K–$150K	4	2	−$90.0K to $135K≈	2015-09-02	—
MIXED	CTXS	Citrix Systems, Inc. (CTXS)	Purchases $60K–$200K; sales $65K–$150K	4	2	−$90.0K to $135K≈	2015-09-02	—
MIXED	FIS	Fidelity National Information Services, Inc. (FIS)	Purchases $60K–$200K; sales $65K–$150K	4	2	−$90.0K to $135K≈	2015-09-02	—
MIXED	CSCO	Cisco Systems, Inc. (CSCO)	Purchases $95K–$250K; sales $100K–$200K	4	2	−$105K to $150K≈	2015-09-02	—
MIXED	APC	anadarko Petroleum Corporation (aPC)	Purchases $76K–$265K; sales $100K–$200K	6	2	−$124K to $165K≈	2015-09-02	—
MIXED	DIS	Walt Disney Company (DIS)	Purchases $60K–$200K; sales $60K–$200K	4	4	−$140K to $140K≈	2015-09-02	—
MIXED	BA	Boeing Company (Ba)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	C	Citigroup, Inc. (C)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	DG	Dollar general Corporation (Dg)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	EMC	EMC Corporation (EMC)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	JNJ	Johnson & Johnson (JNJ)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	MRK	Merck & Company, Inc. Common Stock (MRK)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	OMC	Omnicom group Inc. (OMC)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	PEP	Pepsico, Inc. (PEP)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	PX	Praxair, Inc. (PX)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	SYK	Stryker Corporation (SYK)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	UTX	united Technologies Corporation (uTX)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	V	Visa Inc. (V)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	VFC	V.F. Corporation (VFC)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	VZ	Verizon Communications Inc. (VZ)	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2015-09-02	—
MIXED	GE	general Electric Company (gE)	Purchases $200K–$400K; sales $150K–$350K	4	2	−$150K to $250K≈	2015-09-02	—
SELL	EEI	Ecology and Environment, Inc. - Class a (EEI)	Purchases —; sales $45K–$150K	0	3	−$150K to −$45.0K net disposal≈	2015-01-29	—
MIXED	BAC	Bank of america Corporation (BaC)	Purchases $95K–$250K; sales $95K–$250K	4	4	−$155K to $155K≈	2015-09-02	—
MIXED	TJX	TJX Companies, Inc. (TJX)	Purchases $60K–$200K; sales $115K–$250K	4	3	−$190K to $85.0K≈	2015-09-02	—
MIXED	AGN	allergan plc Ordinary Shares (agN)	Purchases $145K–$350K; sales $150K–$350K	5	2	−$205K to $200K≈	2015-09-02	—
MIXED	AET	aetna Inc. (aET)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	CMCSA	Comcast Corporation - Class a (CMCSa)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	COF	Capital One Financial Corporation (COF)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	CVS	CVS Health Corporation (CVS)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	DHR	Danaher Corporation (DHR)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	HD	Home Depot, Inc. (HD)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	JPM	JP Morgan Chase & Co. (JPM)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	MSFT	Microsoft Corporation (MSFT)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	ORCL	Oracle Corporation (ORCl)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	PRU	Prudential Financial, Inc. (PRu)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	WFC	Wells Fargo & Company (WFC)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	WMB	Williams Companies, Inc. (WMB)	Purchases $130K–$300K; sales $150K–$350K	4	2	−$220K to $150K≈	2015-09-02	—
MIXED	ESRX	Express Scripts Holding Company (ESRX)	Purchases $200K–$400K; sales $180K–$450K	4	4	−$250K to $220K≈	2015-09-02	—
SELL	INRD	Inrad Optics, Inc. (INRD)	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2015-03-03	—
SELL	GVP	gSE Systems, Inc. (gVP)	Purchases —; sales $52K–$255K	0	10	−$255K to −$52.0K net disposal≈	2015-05-19	—
MIXED	UNH	unitedHealth group Incorporated Common Stock (uNH)	Purchases $130K–$300K; sales $165K–$400K	4	3	−$270K to $135K≈	2015-09-02	—
MIXED	FISV	Fiserv, Inc. (FISV)	Purchases $60K–$200K; sales $150K–$350K	4	2	−$290K to $50.0K≈	2015-09-02	—
MIXED	AAPL	apple Inc. (aaPl)	Purchases $200K–$400K; sales $200K–$500K	4	2	−$300K to $200K≈	2015-09-02	—
MIXED	GOOG	google Inc. - Class C Capital Stock (gOOg)	Purchases $200K–$400K; sales $200K–$500K	4	2	−$300K to $200K≈	2015-09-02	—
MIXED	MDT	Medtronic plc. Ordinary Shares (MDT)	Purchases $200K–$400K; sales $200K–$500K	4	2	−$300K to $200K≈	2015-09-02	—
MIXED	AMZN	amazon.com, Inc. (aMZN)	Purchases $165K–$350K; sales $200K–$500K	4	2	−$335K to $150K≈	2015-09-02	—
MIXED	ADP	automatic Data Processing, Inc. (aDP)	Purchases $160K–$400K; sales $200K–$500K	6	2	−$340K to $200K≈	2015-09-02	—
SELL	RAND	Rand Capital Corporation (RAND) [ST]	Purchases —; sales $177K–$780K	0	30	−$780K to −$177K net disposal≈	2020-08-04	—
SELL	TLSRP	Telos Corporation Preferred Stock (TlSRP)	Purchases —; sales $500K–$1M	0	1	−$1.0M to −$500K net disposal≈	2015-07-15	—
SELL	APAGF	apco Oil and gas International Inc. - Ordinary Shares (aPagF)	Purchases —; sales Over $1M	0	1	at most −$1.0M net disposal≈	2015-01-30	—
SELL	PMFG	PMFg, Inc. (PMFg)	Purchases —; sales Over $2M	0	4	at most −$2.0M net disposal≈	2015-05-11	—

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: +32dslower than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing: 8.1above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000: 5%larger lots — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars: 55%above median — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 10%family accounts — median 97%

filings incl. 7 paper: 131distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,007 · disclosed flow · trailing 12m: Over $24.8Msum 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: 26rows 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
Sector	Trades	Flow range
manufacturing	82	$2.8M–$6.9M
finance-insurance-realestate	72	$2.4M–$5.7M
services	58	$2.1M–$5.2M
retail	37	$1.5M–$3.5M
transport-utilities	29	$885K–$2.3M
mining	13	$139K–$510K
wholesale	8	$176K–$465K
no ticker disclosed coverage	590	Over $205.5M
ticker not resolved to an issuer coverage	88	Over $5.6M
issuer has no SIC on record coverage	30	$177K–$780K

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 Scott H. Peters
Filed ▾	Asset	Side	Amount	Src
2026-08-17	Audax Senior Loan Fund ST LP [OT] — asset type as filed: OT — asset as filed, no ticker disclosed	Purchase	Over $1M	PTR ↗
2026-08-17	U.S. Treasury Bill [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Sale	Over $1M	PTR ↗
2026-08-17	U.S. Treasury Bill [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Purchase	Over $1M	PTR ↗
2026-08-17	Los Angeles CA IMPTSch [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Sale	$500K–$1M	PTR ↗
2026-08-17	Los Angeles CA GO UTX [GS] — asset type as filed: GS — asset as filed, no ticker disclosed	Sale	$500K–$1M	PTR ↗

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 the Budget · House Committee on Energy and Commerce

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 299 trades predate the membership snapshot's validity window and are unanswerable, 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

1,007 rows · filed date desc · as of 2026-09-14 13:21 UTC

All disclosed transactions for Scott H. Peters
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	—	Pittsburgh, CA Successor Agency [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-07-30 → Filed 2026-08-17 +18d	PTR ↗
Purchase	—	Audax Senior Loan Fund ST LP [OT]	· SP (spouse-owned)	Over $1M	spouse capno ticker	Traded 2026-07-29 → Filed 2026-08-17 +19d	PTR ↗
Sale	—	U.S. Treasury Bill [GS]	· partial · SP (partial sale, spouse-owned)	Over $1M	spouse capno ticker	Traded 2026-07-28 → Filed 2026-08-17 +20d	PTR ↗
Sale	—	U.S. Treasury Bill [GS]	· partial · SP (partial sale, spouse-owned)	$15K–$50K	no ticker	Traded 2026-07-28 → Filed 2026-08-17 +20d	PTR ↗
Purchase	—	Smash Capital Fund II LP [OT]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-07-28 → Filed 2026-08-17 +20d	PTR ↗
Sale	—	U.S. Treasury Bill [GS]	· partial · SP (partial sale, spouse-owned)	$50K–$100K	no ticker	Traded 2026-07-28 → Filed 2026-08-17 +20d	PTR ↗
Purchase	—	U.S. Treasury Bill [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-07-27 → Filed 2026-08-17 +21d	PTR ↗
Purchase	—	U.S. Treasury Bill [GS]	· SP (spouse-owned)	Over $1M	spouse capno ticker	Traded 2026-07-27 → Filed 2026-08-17 +21d	PTR ↗
Sale	—	Los Angeles CA IMPTSch [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-07-24 → Filed 2026-08-17 +24d	PTR ↗
Sale	—	Los Angeles CA GO UTX [GS]	· partial · SP (partial sale, spouse-owned)	$500K–$1M	no ticker	Traded 2026-07-24 → Filed 2026-08-17 +24d	PTR ↗
Sale	—	Los Angeles CA IMPT SCH [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-07-24 → Filed 2026-08-17 +24d	PTR ↗
Sale	—	U.S. Treasury Bill [GS]	· partial · SP (partial sale, spouse-owned)	$50K–$100K	no ticker	Traded 2026-07-23 → Filed 2026-08-17 +25d	PTR ↗
Sale	—	Charlotte-Meckle HLTH [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-07-22 → Filed 2026-08-17 +26d	PTR ↗
Purchase	—	Valo Ventures GP II, LP [OT]	· SP (spouse-owned)	$15K–$50K	no ticker	Traded 2026-07-22 → Filed 2026-08-17 +26d	PTR ↗
Purchase	—	Los Angeles Cnty CA TRANs [GS]	· SP (spouse-owned)	$100K–$250K	no ticker	Traded 2026-07-01 → Filed 2026-08-17 LATE·47d	PTR ↗
Purchase	—	Charlotte-Meckle HLTH [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-06-26 → Filed 2026-07-10 +14d	PTR ↗
Purchase	—	Form Energy [OL]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-06-26 → Filed 2026-07-10 +14d	PTR ↗
Sale	—	U.S. Treasury Bill [GS]	· partial · SP (partial sale, spouse-owned)	$250K–$500K	no ticker	Traded 2026-06-25 → Filed 2026-07-10 +15d	PTR ↗
Purchase	—	Allocate Alpha Fund II LP [OT]	· SP (spouse-owned)	$15K–$50K	no ticker	Traded 2026-06-24 → Filed 2026-07-10 +16d	PTR ↗
Purchase	—	San Juan CA UNI GO UTX [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-06-24 → Filed 2026-07-10 +16d	PTR ↗
Purchase	—	Allocate Premier Access Fund [OT]	· SP (spouse-owned)	$15K–$50K	no ticker	Traded 2026-06-24 → Filed 2026-07-10 +16d	PTR ↗
Sale	—	Dublin CA UNIF SCH DIST [GS]	· SP (spouse-owned)	$100K–$250K	no ticker	Traded 2026-06-24 → Filed 2026-07-10 +16d	PTR ↗
Purchase	—	Smash Capital Fund II LP [OT]	· SP (spouse-owned)	$100K–$250K	no ticker	Traded 2026-06-18 → Filed 2026-07-10 +22d	PTR ↗
Purchase	—	New York, NY City COMB TX [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-06-11 → Filed 2026-07-10 +29d	PTR ↗
Sale	—	U.S. Treasury Bill [GS]	· partial · SP (partial sale, spouse-owned)	$50K–$100K	no ticker	Traded 2026-06-11 → Filed 2026-07-10 +29d	PTR ↗
Sale	—	Grapevine-Colleyville TX GO UTX [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-06-04 → Filed 2026-07-10 +36d	PTR ↗
Purchase	—	Southwestern Community Coll Educ [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-06-03 → Filed 2026-07-10 +37d	PTR ↗
Purchase	—	U.S. Treasury Bills [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-06-01 → Filed 2026-07-10 +39d	PTR ↗
Sale	—	San Juan CA USD IMPT SCH [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-05-29 → Filed 2026-06-19 +21d	PTR ↗
Sale	—	U. S. Treasury Bills [GS]	· partial · SP (partial sale, spouse-owned)	$100K–$250K	no ticker	Traded 2026-05-26 → Filed 2026-06-19 +24d	PTR ↗
Purchase	—	Kentucky PUB UTIL [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-05-21 → Filed 2026-06-19 +29d	PTR ↗
Sale	—	Dublin CA UNIF SCH DIST [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-05-21 → Filed 2026-06-19 +29d	PTR ↗
Purchase	—	Energy Northwest WA PWR UTIL [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-05-20 → Filed 2026-06-19 +30d	PTR ↗
Purchase	—	Val Verde CA UNIF SCH [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-05-19 → Filed 2026-06-19 +31d	PTR ↗
Purchase	—	Chabot-Las Positas COLL EDUC [GS]	· SP (spouse-owned)	$100K–$250K	no ticker	Traded 2026-05-19 → Filed 2026-06-19 +31d	PTR ↗
Purchase	—	Miami-Dade Cnty FL SCH COPS [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-05-19 → Filed 2026-06-19 +31d	PTR ↗
Purchase	—	U.S. Treasury Bills [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-05-18 → Filed 2026-06-19 +32d	PTR ↗
Purchase	—	Kent Street Group LLC [OT]	· SP (spouse-owned)	$15K–$50K	no ticker	Traded 2026-05-15 → Filed 2026-06-19 +35d	PTR ↗
Purchase	—	EEMA O&M Services Group [OL]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-05-15 → Filed 2026-06-19 +35d	PTR ↗
Sale	—	Visalia CA Unif Imp Sch [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-05-15 → Filed 2026-06-19 +35d	PTR ↗
Sale	—	U.S. Treasury Bills [GS]	· partial · SP (partial sale, spouse-owned)	$15K–$50K	no ticker	Traded 2026-05-14 → Filed 2026-06-19 +36d	PTR ↗
Purchase	—	Burbank Glendale PA Air Tran [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-05-14 → Filed 2026-06-19 +36d	PTR ↗
Purchase	—	Los Angeles CA IMPT SCH [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-05-11 → Filed 2026-06-19 +39d	PTR ↗
Sale	—	U.S. Treasury Bills [GS]	· partial · SP (partial sale, spouse-owned)	$100K–$250K	no ticker	Traded 2026-05-08 → Filed 2026-06-19 +42d	PTR ↗
Sale	—	U.S. Treasury Bills [GS]	· partial · SP (partial sale, spouse-owned)	$15K–$50K	no ticker	Traded 2026-05-07 → Filed 2026-06-19 +43d	PTR ↗
Purchase	—	Torch Capital III LP [OT]	· SP (spouse-owned)	$15K–$50K	no ticker	Traded 2026-05-07 → Filed 2026-06-19 +43d	PTR ↗
Purchase	—	Westminster CA IMPT SCH [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-05-07 → Filed 2026-06-19 +43d	PTR ↗
Purchase	—	Westminster CA Impt Sch [GS]	· SP (spouse-owned)	$500K–$1M	no ticker	Traded 2026-05-07 → Filed 2026-06-19 +43d	PTR ↗
Purchase	—	San Diego CA Unif Sch [GS]	· SP (spouse-owned)	$250K–$500K	no ticker	Traded 2026-05-06 → Filed 2026-06-19 +44d	PTR ↗
Purchase	—	East Bay CA MUN WTR UTIL [GS]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2026-05-06 → Filed 2026-06-19 +44d	PTR ↗

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 ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2026-08-17	15	PTR ↗
2026-07-10	13	PTR ↗
2026-06-19	30	PTR ↗
2026-05-18	40	PTR ↗
2026-04-29	10	PTR ↗
2026-03-18	4	PTR ↗
2026-02-25	3	PTR ↗
2026-01-19	6	PTR ↗
2025-12-11	6	PTR ↗
2025-11-14	3	PTR ↗
2025-10-17	11	PTR ↗
2025-09-15	6	PTR ↗
2025-08-11	4	PTR ↗
2025-07-16	7	PTR ↗
2025-06-23	3	PTR ↗
2025-05-16	2	PTR ↗
2025-04-18	2	PTR ↗
2025-03-14	1	PTR ↗
2025-02-18	2	PTR ↗
2025-01-15	8	PTR ↗
2024-12-16	2	PTR ↗
2024-11-15	2	PTR ↗
2024-10-16	7	PTR ↗
2024-09-12	8	PTR ↗
2024-08-07	8	PTR ↗
2024-07-15	7	PTR ↗
2024-06-25	5	PTR ↗
2024-05-13	1	PTR ↗
2024-04-17	2	PTR ↗
2024-03-11	3	PTR ↗
2024-02-15	5	PTR ↗
2024-01-22	7	PTR ↗
2023-12-14	7	PTR ↗
2023-11-15	3	PTR ↗
2023-10-13	4	PTR ↗
2023-09-14	4	PTR ↗
2023-08-12	5	PTR ↗
2023-07-14	4	PTR ↗
2023-06-13	1	PTR ↗
2023-05-10	4	PTR ↗
2023-04-13	1	PTR ↗
2023-03-28	1	PTR ↗
2023-02-13	2	PTR ↗
2022-09-12	4	PTR ↗
2022-08-16	2	PTR ↗
2022-07-15	2	PTR ↗
2022-06-19	9	PTR ↗
2022-05-18	1	PTR ↗
2022-02-15	1	PTR ↗
2021-12-06	1	PTR ↗
2021-11-12	6	PTR ↗
2021-10-15	3	PTR ↗
2021-09-13	2	PTR ↗
2021-07-09	1	PTR ↗
2021-06-08	2	PTR ↗
2021-05-12	4	PTR ↗
2021-04-14	1	PTR ↗
2021-03-11	21	PTR ↗
2021-02-08	1	PTR ↗
2021-01-13	3	PTR ↗
2020-12-18	1	PTR ↗
2020-11-12	3	PTR ↗
2020-10-13	2	PTR ↗
2020-09-13	6	PTR ↗
2020-08-13	15	PTR ↗
2020-07-12	7	PTR ↗
2020-06-12	3	PTR ↗
2020-05-14	7	PTR ↗
2020-04-14	6	PTR ↗
2020-02-17	7	PTR ↗
2019-12-19	1	PTR ↗
2019-11-22	1	PTR ↗
2019-10-15	4	PTR ↗
2019-09-16	3	PTR ↗
2019-08-14	9	PTR ↗
2019-07-14	3	PTR ↗
2019-06-18	11	PTR ↗
2019-05-06	3	PTR ↗
2019-04-14	11	PTR ↗
2019-03-19	27	PTR ↗
2019-02-12	2	PTR ↗
2019-01-18	26	PTR ↗
2018-11-13	1	PTR ↗
2018-10-12	4	PTR ↗
2018-09-14	15	PTR ↗
2018-08-10	2	PTR ↗
2018-07-16	2	PTR ↗
2018-06-14	7	PTR ↗
2018-05-09	10	PTR ↗
2018-04-18	3	PTR ↗
2018-02-09	2	PTR ↗
2018-01-12	9	PTR ↗
2017-10-11	1	PTR ↗
2017-08-10	2	PTR ↗
2017-07-13	1	PTR ↗
2017-06-17	5	PTR ↗
2017-05-15	14	PTR ↗
2017-04-24	2	PTR ↗
2017-03-20	2	PTR ↗
2017-02-22	2	PTR ↗
2017-01-04	3	PTR ↗
2016-11-11	1	PTR ↗
2016-09-14	2	PTR ↗
2016-09-12	2	PTR ↗
2016-08-10	3	PTR ↗
2016-07-23	1	PTR ↗
2016-06-14	2	PTR ↗
2016-05-13	2	PTR ↗
2016-03-18	1	PTR ↗
2016-02-10	5	PTR ↗
2016-01-22	2	PTR ↗
2015-10-14	3	PTR ↗
2015-09-12	133	PTR ↗
2015-08-16	117	PTR ↗
2015-07-28	109	PTR ↗
2015-06-11	14	PTR ↗
2015-05-12	1	PTR ↗
2015-04-14	1	PTR ↗
2015-02-12	6	PTR ↗
2015-01-12	2	PTR ↗
2014-12-18	1	PTR ↗
2014-09-14	6	PTR ↗
2014-08-14	4	PTR ↗
2014-08-12	11	PTR ↗

Signals

all signals ↗

Signals for this member
Ticker	Kind	Filed	Size	Src
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-17	$250K–$500K	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-17	Over $1.0M	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-17	Over $1.0M	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-17	$500K–$1.0M	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-17	$500K–$1.0M	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-08-17	Over $1.0M	PTR ↗
—	S-6 · Late and largefiled past the STOCK Act's 45-day window AND amount lower bound ≥ $100K	2026-08-17	$100K–$250K	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-07-10	$250K–$500K	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-07-10	$500K–$1.0M	PTR ↗
—	S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper	2026-07-10	$500K–$1.0M	PTR ↗

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.

PLANNED annual holdings · 13F overlap

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

No tickers disclosed in the trailing 24 months.

Disclosed transactions

1,007 reported transactions

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

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.

Paper filings — not machine-readable

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.

Paper filings needing OCR for this member
Filed ▾	Status	Src
2014-07-16	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-06-12	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-05-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-04-29	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-03-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-02-26	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-01-28	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗