2,514 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 | FOX | Fox Corporation | Purchases $81K–$340K; sales $2K–$30K | 11 | 2 | $51.0K to $338K net accumulation | 2020-03-16 | — |
| BUY | BRK-B | Berkshire Hathaway Inc. | Purchases $62K–$230K; sales $1K–$15K | 6 | 1 | $47.0K to $229K net accumulation≈ | 2020-03-09 | — |
| BUY | AMZN | Amazon.com, Inc. | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2017-12-04 | — |
| BUY | WFC | Wells Fargo & Company | Purchases $32K–$130K; sales — | 4 | 0 | $32.0K to $130K net accumulation≈ | 2020-03-17 | — |
| BUY | CVX | Chevron Corporation | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2017-04-04 | — |
| BUY | ALB | Albemarle Corporation | Purchases $24K–$185K; sales — | 10 | 0 | $24.0K to $185K net accumulation≈ | 2020-01-06 | — |
| BUY | BOIVF | Bollore | Purchases $22K–$330K; sales — | 22 | 0 | $22.0K to $330K net accumulation≈ | 2020-03-27 | — |
| BUY | COST | Costco Wholesale Corporation | Purchases $18K–$95K; sales — | 4 | 0 | $18.0K to $95.0K net accumulation≈ | 2017-10-30 | — |
| BUY | ETP | Energy Transfer Partners, L.P. | Purchases $82K–$230K; sales $16K–$65K | 5 | 2 | $17.0K to $214K net accumulation≈ | 2016-12-12 | — |
| BUY | EQM | EQT Midstream Partners, LP | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2018-09-10 | — |
| BUY | NKE | NIKE, Inc. | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2016-06-27 | — |
| BUY | DWDP | DowDuPont Inc. | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2017-12-26 | — |
| BUY | GOOG | Alphabet Inc. | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2020-03-19 | — |
| BUY | BAH | Booz Allen Hamilton Holding Corporation | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2019-12-31 | — |
| BUY | GOOGL | Alphabet Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2017-12-26 | — |
| BUY | HON | Honeywell International Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2016-05-05 | — |
| BUY | MDLZ | Mondelez International, Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2017-12-26 | — |
| BUY | LGF-B | Lions Gate Entertainment Corp. | Purchases $111K–$665K; sales $50K–$100K | 34 | 1 | $11.0K to $615K net accumulation≈ | 2019-11-12 | — |
| BUY | MU | Micron Technology, Inc. | Purchases $22K–$155K; sales $1K–$15K | 8 | 1 | $7.0K to $154K net accumulation≈ | 2020-03-31 | — |
| BUY | LNG | Cheniere Energy, Inc. | Purchases $6K–$90K; sales — | 6 | 0 | $6.0K to $90.0K net accumulation≈ | 2020-03-26 | — |
| BUY | SHLX | Shell Midstream Partners, L.P. | Purchases $6K–$90K; sales — | 6 | 0 | $6.0K to $90.0K net accumulation≈ | 2018-09-20 | — |
| BUY | M | Macy's, Inc. | Purchases $5K–$75K; sales — | 5 | 0 | $5.0K to $75.0K net accumulation≈ | 2020-03-20 | — |
| BUY | PAGP | Plains GP Holdings, L.P. | Purchases $5K–$75K; sales — | 5 | 0 | $5.0K to $75.0K net accumulation≈ | 2020-03-20 | — |
| BUY | ET | Energy Transfer LP | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2019-09-18 | — |
| BUY | JNJ | Johnson & Johnson | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2018-10-24 | — |
| BUY | KMI | Kinder Morgan, Inc. | Purchases $48K–$195K; sales $3K–$45K | 6 | 3 | $3.0K to $192K net accumulation≈ | 2019-12-31 | — |
| BUY | MA | MasterCard Incorporated | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2016-03-22 | — |
| BUY | AR | Antero Resources Corporation (NYSE) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2015-01-14 | — |
| BUY | HUN | Huntsman Corporation | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2020-03-17 | — |
| BUY | TCP | TC PipeLines, LP | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2019-11-12 | — |
| BUY | C | Citigroup Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-04-24 | — |
| BUY | CEQP | Crestwood Equity Partners LP | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-05-28 | — |
| BUY | DCP | DCP Midstream, LP | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-09-19 | — |
| BUY | FHB | First Hawaiian, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-03-17 | — |
| BUY | GIS | General Mills, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-04-24 | — |
| BUY | MO | Altria Group Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-01-20 | — |
| BUY | NWS | News Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-03-23 | — |
| BUY | OKS | ONEOK Partners, L.P. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-12-14 | — |
| BUY | PSX | Phillips 66 (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-08-24 | — |
| BUY | RL | Ralph Lauren Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-03-23 | — |
| BUY | TWX | Time Warner Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-05-04 | — |
| BUY | V | Visa Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-01-20 | — |
| BUY | VZ | Verizon Communications Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-05-24 | — |
| MIXED | BKNG | Booking Holdings Inc. | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2019-09-30 | — |
| MIXED | -- AM | Antero Midstream Partners, LP (Exchanged) Antero Midstream Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-03-13 | — |
| MIXED | -- DIS | 21st Century Fox Class B (Exchanged) The Walt Disney Company (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-03-20 | — |
| MIXED | -- OKE | ONEOK PARTNERS (Exchanged) ONEOK, Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2017-07-03 | — |
| MIXED | -- VIAC | CBS (Exchanged) ViacomCBS Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-12-09 | — |
| MIXED | -- WGP | Western Gas Partners (Exchanged) Western Midstream Partners, LP (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-02-27 | — |
| MIXED | ANDX MPLX | Andeavor Logistics LP (Exchanged) MPLX LP (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-07-30 | — |
| MIXED | DD-PA DWDP | E. I. du Pont de Nemours and Company (Exchanged) DowDuPont Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2017-09-01 | — |
| MIXED | ETP ET | Energy Transfer Partners, L.P. (Exchanged) Energy Transfer LP (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-10-19 | — |
| MIXED | TWX T | Time Warner Inc. (Exchanged) AT&T Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-06-15 | — |
| MIXED | WPZ WMB | Williams Partners L.P. (Exchanged) The Williams Companies, Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-08-10 | — |
| MIXED | SU | Suncor Energy Inc. | Purchases $46K–$165K; sales $15K–$50K | 4 | 1 | −$4.0K to $150K≈ | 2019-09-25 | — |
| MIXED | NWSA | News Corporation | Purchases $6K–$90K; sales $1K–$15K | 6 | 1 | −$9.0K to $89.0K≈ | 2020-03-20 | — |
| MIXED | EAF | GrafTech International Ltd. | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2020-03-10 | — |
| MIXED | MSM | MSC Industrial Direct Co., Inc. | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2020-03-20 | — |
| MIXED | PYPL | PayPal Holdings, Inc. | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2019-07-25 | — |
| MIXED | DD | DuPont de Nemours, Inc. | Purchases $17K–$80K; sales $2K–$30K | 3 | 2 | −$13.0K to $78.0K≈ | 2020-03-02 | — |
| MIXED | PBA | Pembina Pipeline Corporation | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2019-10-10 | — |
| MIXED | FE | FirstEnergy Corp. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-08-16 | — |
| MIXED | UN | Unilever N.V. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-02-25 | — |
| MIXED | VIAB | Viacom, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-02-10 | — |
| SELL | AMT | American Tower Corporation (REIT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-05-15 | — |
| SELL | JCI | Johnson Controls International plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-07-25 | — |
| SELL | PRU | Prudential Financial, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-22 | — |
| SELL | SHPG | Shire plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-06-13 | — |
| SELL | SYY.SG | SYSCO | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-05-11 | — |
| SELL | TLLP | Tesoro Logistics LP | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-24 | — |
| SELL | USB | U.S. Bancorp | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-09-30 | — |
| SELL | VIAC | ViacomCBS Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-03-27 | — |
| MIXED | NFLX | Netflix, Inc. | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2020-03-26 | — |
| MIXED | UHAL | AMERCO | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2020-03-18 | — |
| MIXED | SUN | Sunoco LP | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2019-12-13 | — |
| MIXED | WES | Western Midstream Partners, LP | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2019-09-18 | — |
| MIXED | STT | State Street Corporation | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-09-30 | — |
| MIXED | T | AT&T Inc. | Purchases $66K–$290K; sales $18K–$95K | 10 | 4 | −$29.0K to $272K≈ | 2019-08-26 | — |
| MIXED | ANDX | Andeavor Logistics LP | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2018-09-14 | — |
| MIXED | ANTM | Anthem, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2019-09-30 | — |
| SELL | CTVA | Corteva, Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-06-17 | — |
| SELL | JPM | JPMorgan Chase & Co. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-03-22 | — |
| MIXED | CTSH | Cognizant Technology Solutions Corporation | Purchases $19K–$110K; sales $15K–$50K | 5 | 1 | −$31.0K to $95.0K≈ | 2020-03-17 | — |
| MIXED | BMY | Bristol-Myers Squibb Company | Purchases $17K–$80K; sales $15K–$50K | 3 | 1 | −$33.0K to $65.0K≈ | 2019-08-15 | — |
| MIXED | EXR | Extra Space Storage Inc. | Purchases $46K–$165K; sales $17K–$80K | 4 | 3 | −$34.0K to $148K≈ | 2019-08-13 | — |
| MIXED | DOW | Dow Inc. | Purchases $31K–$115K; sales $16K–$65K | 3 | 2 | −$34.0K to $99.0K≈ | 2020-03-26 | — |
| MIXED | EMR | Emerson Electric Co. | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2019-04-10 | — |
| MIXED | AVP | Avon Products, Inc. | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2019-05-23 | — |
| MIXED | INFY | Infosys Limited | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2019-05-29 | — |
| SELL | DE | Deere & Company (NYSE) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2015-08-25 | — |
| SELL | SYK | Stryker Corporation | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2019-09-30 | — |
| MIXED | CBS | CBS Corporation | Purchases $217K–$955K; sales $101K–$265K | 34 | 2 | −$48.0K to $854K≈ | 2019-11-12 | — |
| MIXED | DPM | DCP Midstream Partners LP | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2016-11-09 | — |
| MIXED | ABBV | AbbVie Inc. | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2019-07-15 | — |
| MIXED | DUK | Duke Energy Corporation | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2018-04-17 | — |
| SELL | HAL | Halliburton Company | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2016-03-22 | — |
| SELL | IBM | International Business Machines Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-03-21 | — |
| SELL | TRV | The Travelers Companies, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2017-12-04 | — |
| MIXED | FDX | FedEx Corporation | Purchases $193K–$770K; sales $100K–$250K | 24 | 1 | −$57.0K to $670K≈ | 2019-12-18 | — |
| MIXED | ACA | Arcosa, Inc. | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2019-12-19 | — |
| SELL | CHRW | C.H. Robinson Worldwide, Inc. | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2017-12-15 | — |
| SELL | LQDT | Liquidity Services, Inc. (NASDAQ) | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2015-08-07 | — |
| MIXED | KO | The Coca-Cola Company | Purchases $4K–$60K; sales $16K–$65K | 4 | 2 | −$61.0K to $44.0K≈ | 2019-09-30 | — |
| MIXED | SBUX | Starbucks Corporation | Purchases $37K–$205K; sales $30K–$100K | 9 | 2 | −$63.0K to $175K≈ | 2020-03-27 | — |
| MIXED | MMP | Magellan Midstream Partners, L.P. | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2019-01-31 | — |
| MIXED | COP | ConocoPhillips Company | Purchases $16K–$65K; sales $17K–$80K | 2 | 3 | −$64.0K to $48.0K≈ | 2019-09-30 | — |
| SELL | EBAY | eBay Inc. (NASDAQ) | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2015-07-21 | — |
| MIXED | SLB | Schlumberger Limited | Purchases $61K–$215K; sales $32K–$130K | 5 | 4 | −$69.0K to $183K≈ | 2018-12-20 | — |
| MIXED | SYY | Sysco Corporation | Purchases $34K–$160K; sales $7K–$105K | 6 | 7 | −$71.0K to $153K≈ | 2020-03-20 | — |
| MIXED | AM | Antero Midstream Corporation | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2019-11-21 | — |
| MIXED | VLP | Valero Energy Partners LP | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2018-12-20 | — |
| MIXED | CLX | The Clorox Company | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2020-03-19 | — |
| MIXED | EPD | Enterprise Products Partners L.P. | Purchases $33K–$145K; sales $19K–$110K | 5 | 5 | −$77.0K to $126K≈ | 2018-09-18 | — |
| MIXED | ORCL | Oracle Corporation | Purchases $17K–$80K; sales $18K–$95K | 3 | 4 | −$78.0K to $62.0K≈ | 2020-03-27 | — |
| MIXED | IP | International Paper Company | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2019-12-12 | — |
| MIXED | KHC | The Kraft Heinz Company | Purchases $16K–$65K; sales $30K–$100K | 2 | 2 | −$84.0K to $35.0K≈ | 2017-12-26 | — |
| MIXED | DIS | The Walt Disney Company | Purchases $72K–$380K; sales $34K–$160K | 16 | 6 | −$88.0K to $346K≈ | 2019-10-29 | — |
| SELL | NGLS | Targa Resources Partners LP (NYSE) | Purchases —; sales $6K–$90K | 0 | 6 | −$90.0K to −$6.0K net disposal≈ | 2015-03-04 | — |
| MIXED | CIT | CIT Group Inc. (NYSE) | Purchases $10K–$150K; sales $7K–$105K | 10 | 7 | −$95.0K to $143K≈ | 2015-08-31 | — |
| MIXED | MPLX | MPLX LP | Purchases $4K–$60K; sales $50K–$100K | 4 | 1 | −$96.0K to $10.0K≈ | 2019-03-19 | — |
| MIXED | QCOM | QUALCOMM Incorporated | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2017-11-07 | — |
| SELL | CAT | Caterpillar Inc. | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2018-10-24 | — |
| SELL | WBA | Walgreens Boots Alliance, Inc. | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2017-08-15 | — |
| SELL | AXP | American Express Company | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2016-02-25 | — |
| SELL | BA | The Boeing Company (NYSE) | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2015-02-23 | — |
| SELL | CL | Colgate-Palmolive Co. (NYSE) | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2015-05-20 | — |
| SELL | FEZ | SPDR EURO STOXX 50 ETF | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2015-02-24 | — |
| MIXED | OKE | ONEOK, Inc. | Purchases $2K–$30K; sales $7K–$105K | 2 | 7 | −$103K to $23.0K≈ | 2019-09-19 | — |
| SELL | GEL | Genesis Energy, L.P. | Purchases —; sales $7K–$105K | 0 | 7 | −$105K to −$7.0K net disposal≈ | 2020-03-11 | — |
| SELL | CSCO | Cisco Systems, Inc. | Purchases —; sales $19K–$110K | 0 | 5 | −$110K to −$19.0K net disposal≈ | 2019-03-25 | — |
| MIXED | ENB | Enbridge Inc. | Purchases $19K–$110K; sales $32K–$130K | 5 | 4 | −$111K to $78.0K≈ | 2020-03-13 | — |
| MIXED | HYH | Halyard Health, Inc. | Purchases $16K–$240K; sales $9K–$135K | 16 | 9 | −$119K to $231K≈ | 2016-08-23 | — |
| MIXED | MYL | Mylan N.V. | Purchases $45K–$150K; sales $46K–$165K | 3 | 4 | −$120K to $104K≈ | 2019-07-15 | — |
| MIXED | TRGP | Targa Resources Corp. | Purchases $5K–$75K; sales $20K–$125K | 5 | 6 | −$120K to $55.0K≈ | 2019-12-09 | — |
| SELL | ETE | Energy Transfer Equity, L.P. | Purchases —; sales $8K–$120K | 0 | 8 | −$120K to −$8.0K net disposal≈ | 2016-02-08 | — |
| SELL | BCR | C. R. Bard, Inc. | Purchases —; sales $20K–$125K | 0 | 6 | −$125K to −$20.0K net disposal≈ | 2017-05-12 | — |
| MIXED | RF | Regions Financial Corporation | Purchases $172K–$805K; sales $115K–$300K | 31 | 2 | −$128K to $690K≈ | 2020-03-16 | — |
| MIXED | PAA | Plains All American Pipeline, L.P. | Purchases $50K–$225K; sales $12K–$180K | 8 | 12 | −$130K to $213K≈ | 2019-12-17 | — |
| MIXED | TRP | TC Energy Corporation | Purchases $20K–$125K; sales $10K–$150K | 6 | 10 | −$130K to $115K≈ | 2020-03-26 | — |
| SELL | CMCSK | Comcast Corporation (NASDAQ) | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2015-05-12 | — |
| MIXED | UPS | United Parcel Service, Inc. | Purchases $81K–$215K; sales $81K–$215K | 4 | 4 | −$134K to $134K≈ | 2018-12-14 | — |
| MIXED | BK | The Bank of New York Mellon Corporation | Purchases $1K–$15K; sales $9K–$135K | 1 | 9 | −$134K to $6.0K≈ | 2019-09-30 | — |
| SELL | CRMT | America's Car-Mart, Inc. | Purchases —; sales $9K–$135K | 0 | 9 | −$135K to −$9.0K net disposal≈ | 2018-06-26 | — |
| MIXED | BPL | Buckeye Partners, L.P. | Purchases $3K–$45K; sales $21K–$140K | 3 | 7 | −$137K to $24.0K≈ | 2019-09-18 | — |
| MIXED | PEP | PepsiCo, Inc. | Purchases $17K–$80K; sales $34K–$160K | 3 | 6 | −$143K to $46.0K≈ | 2020-03-17 | — |
| SELL | CVC | Cablevision Systems Corporation (NYSE) | Purchases —; sales $10K–$150K | 0 | 10 | −$150K to −$10.0K net disposal≈ | 2015-08-05 | — |
| SELL | ZTS | Zoetis Inc. (NYSE) | Purchases —; sales $34K–$160K | 0 | 6 | −$160K to −$34.0K net disposal≈ | 2015-01-30 | — |
| MIXED | AXLL | Axiall Corporation | Purchases $3K–$45K; sales $11K–$165K | 3 | 11 | −$162K to $34.0K≈ | 2016-07-13 | — |
| MIXED | AXTA | Axalta Coating Systems Ltd. | Purchases $150K–$650K; sales $116K–$315K | 23 | 3 | −$165K to $534K≈ | 2020-03-17 | — |
| MIXED | XOM | Exxon Mobil Corporation | Purchases $32K–$130K; sales $60K–$200K | 4 | 4 | −$168K to $70.0K≈ | 2019-11-14 | — |
| MIXED | VSM | Versum Materials, Inc. | Purchases $11K–$165K; sales $24K–$185K | 11 | 10 | −$174K to $141K≈ | 2017-11-16 | — |
| MIXED | USG | USG Corporation | Purchases $4K–$60K; sales $12K–$180K | 4 | 12 | −$176K to $48.0K≈ | 2018-06-06 | — |
| MIXED | KN | Knowles Corporation | Purchases $32K–$480K; sales $14K–$210K | 32 | 14 | −$178K to $466K≈ | 2019-01-08 | — |
| MIXED | GM | General Motors Company | Purchases $47K–$355K; sales $27K–$230K | 19 | 13 | −$183K to $328K≈ | 2020-03-18 | — |
| MIXED | WPX | WPX Energy, Inc. | Purchases $36K–$540K; sales $15K–$225K | 36 | 15 | −$189K to $525K≈ | 2020-03-02 | — |
| MIXED | DVN | Devon Energy Corporation | Purchases $160K–$575K; sales $150K–$350K | 20 | 2 | −$190K to $425K≈ | 2019-11-11 | — |
| SELL | TAP | Molson Coors Brewing Company (NYSE) | Purchases —; sales $14K–$210K | 0 | 14 | −$210K to −$14.0K net disposal≈ | 2015-05-14 | — |
| SELL | CAB | Cabela's Incorporated | Purchases —; sales $49K–$210K | 0 | 7 | −$210K to −$49.0K net disposal≈ | 2016-11-15 | — |
| MIXED | GLW | Corning Incorporated | Purchases $33K–$320K; sales $29K–$260K | 19 | 15 | −$227K to $291K≈ | 2020-01-29 | — |
| SELL | PKI | PerkinElmer, Inc. | Purchases —; sales $27K–$230K | 0 | 13 | −$230K to −$27.0K net disposal≈ | 2017-09-14 | — |
| SELL | SE | Spectra Energy Corp. | Purchases —; sales $62K–$230K | 0 | 6 | −$230K to −$62.0K net disposal≈ | 2016-11-18 | — |
| SELL | WOOF | VCA Inc. | Purchases —; sales $39K–$235K | 0 | 11 | −$235K to −$39.0K net disposal≈ | 2017-03-14 | — |
| MIXED | BAX | Baxter International Inc. | Purchases $29K–$260K; sales $41K–$265K | 15 | 13 | −$236K to $219K≈ | 2017-09-22 | — |
| MIXED | WLK | Westlake Chemical Corporation | Purchases $11K–$165K; sales $40K–$250K | 11 | 12 | −$239K to $125K≈ | 2017-08-14 | — |
| SELL | XLS-WI | Exelis Inc. Common Stock Ex-Dis (NYSE) | Purchases —; sales $40K–$250K | 0 | 12 | −$250K to −$40.0K net disposal≈ | 2015-03-16 | — |
| MIXED | URBN | Urban Outfitters, Inc. | Purchases $70K–$700K; sales $22K–$330K | 42 | 22 | −$260K to $678K≈ | 2020-03-05 | — |
| MIXED | PG | The Procter & Gamble Company | Purchases $99K–$310K; sales $94K–$360K | 8 | 10 | −$261K to $216K≈ | 2020-03-17 | — |
| MIXED | WFM | Whole Foods Market, Inc. | Purchases $13K–$195K; sales $86K–$290K | 13 | 9 | −$277K to $109K≈ | 2017-06-16 | — |
| MIXED | WMB | The Williams Companies, Inc. | Purchases $51K–$240K; sales $69K–$335K | 9 | 13 | −$284K to $171K≈ | 2020-03-26 | — |
| MIXED | FEYE | FireEye, Inc. | Purchases $157K–$930K; sales $113K–$445K | 44 | 14 | −$288K to $817K≈ | 2020-01-07 | — |
| MIXED | CZR | Caesars Entertainment Corporation | Purchases $43K–$470K; sales $23K–$345K | 29 | 23 | −$302K to $447K≈ | 2020-03-02 | — |
| MIXED | HBI | Hanesbrands Inc. | Purchases $242K–$955K; sales $215K–$550K | 30 | 3 | −$308K to $740K≈ | 2019-08-01 | — |
| MIXED | MRK | Merck & Co., Inc. | Purchases $156K–$565K; sales $161K–$465K | 15 | 6 | −$309K to $404K≈ | 2020-03-31 | — |
| MIXED | BAC | Bank of America Corporation | Purchases $68K–$495K; sales $49K–$385K | 26 | 21 | −$317K to $446K≈ | 2020-03-23 | — |
| SELL | WPZ | Williams Partners L.P. | Purchases —; sales $22K–$330K | 0 | 22 | −$330K to −$22.0K net disposal≈ | 2016-09-13 | — |
| MIXED | BWXT | BWX Technologies, Inc. | Purchases $32K–$305K; sales $49K–$385K | 18 | 21 | −$353K to $256K≈ | 2019-07-09 | — |
| MIXED | KR | The Kroger Co. | Purchases $48K–$195K; sales $62K–$405K | 6 | 20 | −$357K to $133K≈ | 2020-03-20 | — |
| SELL | WMT | Wal-Mart Stores, Inc. | Purchases $2K–$30K; sales $95K–$375K | 2 | 11 | −$373K to −$65.0K net disposal≈ | 2017-11-14 | — |
| SELL | GE | General Electric Company | Purchases —; sales $72K–$380K | 0 | 16 | −$380K to −$72.0K net disposal≈ | 2019-07-25 | — |
| SELL | AAN | Aaron's, Inc. | Purchases —; sales $26K–$390K | 0 | 26 | −$390K to −$26.0K net disposal≈ | 2016-04-04 | — |
| MIXED | LYV | Live Nation Entertainment, Inc. | Purchases $13K–$195K; sales $39K–$410K | 13 | 25 | −$397K to $156K≈ | 2020-03-18 | — |
| MIXED | FOXA | Fox Corporation | Purchases $18K–$95K; sales $40K–$425K | 4 | 26 | −$407K to $55.0K≈ | 2020-03-10 | — |
| SELL | MSFT | Microsoft Corporation | Purchases —; sales $39K–$410K | 0 | 25 | −$410K to −$39.0K net disposal≈ | 2019-09-30 | — |
| SELL | ADT | The ADT Corporation | Purchases $4K–$60K; sales $99K–$435K | 4 | 15 | −$431K to −$39.0K net disposal≈ | 2016-04-11 | — |
| MIXED | AAPL | Apple Inc. | Purchases $43K–$470K; sales $126K–$490K | 29 | 14 | −$447K to $344K≈ | 2020-01-28 | — |
| MIXED | MOS | The Mosaic Company | Purchases $214K–$710K; sales $200K–$750K | 16 | 24 | −$536K to $510K≈ | 2019-10-11 | — |
| SELL | ENTG | Entegris, Inc. | Purchases $3K–$45K; sales $49K–$560K | 3 | 35 | −$557K to −$4.0K net disposal≈ | 2020-01-14 | — |
| MIXED | DISCA | Discovery, Inc. | Purchases $179K–$1.1M; sales $159K–$785K | 52 | 32 | −$606K to $926K≈ | 2018-11-27 | — |
| MIXED | PFE | Pfizer Inc. | Purchases $29K–$260K; sales $101K–$815K | 15 | 45 | −$786K to $159K≈ | 2018-11-20 | — |
| MIXED | GPK | Graphic Packaging Holding Company | Purchases $35K–$350K; sales $297K–$855K | 21 | 16 | −$820K to $53.0K≈ | 2020-03-30 | — |
| MIXED | FDC | First Data Corporation | Purchases $232K–$980K; sales $314K–$1.2M | 34 | 32 | −$928K to $666K≈ | 2019-04-15 | — |
| MIXED | SPY | SPDR S&P 500 ETF | Purchases $1.7M–$3.5M; sales $1.5M–$3.2M | 9 | 11 | −$1.5M to $2.0M≈ | 2019-11-14 | — |
| SELL | LNT | Alliant Energy Corporation (NYSE) | Purchases —; sales $750K–$1.8M | 0 | 6 | −$1.8M to −$750K net disposal≈ | 2015-08-17 | — |
| MIXED | CDLX | Cardlytics, Inc. | Purchases $1.2M–$5.5M; sales $1M–$5M | 3 | 1 | −$3.8M to $4.5M≈ | 2020-03-18 | — |
filings incl. 0 paper: 64distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 2,514 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +24dmedian days between trade date and filing date, over rows that disclose both · late filings: 707rows filed past the STOCK Act's 45-day window
Medians are per member across the 68 Senate 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 | 675 | $3.2M–$16.2M |
| transport-utilities | 254 | $2M–$7.7M |
| services | 213 | $2.8M–$14.7M |
| retail | 146 | $482K–$3M |
| finance-insurance-realestate | 112 | $618K–$2.9M |
| mining | 37 | $423K–$1.4M |
| wholesale | 18 | $46K–$340K |
| agriculture | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 718 | $3.3M–$16.9M |
| no ticker disclosed coverage | 319 | $14M–$32.3M |
| issuer has no SIC on record coverage | 20 | $3.2M–$6.7M |
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 · 1,457 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 | — | CARROLL CNTY GA SCH DIST GO 5% 04/01/27 AO (MUNI) | · JT (jointly owned) | $250K–$500K | no ticker | Traded → Filed +40d | |
| Sale | MRK | Merck & Co., Inc. | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +5d | ||
| Purchase | MU | Micron Technology, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Purchase | MU | Micron Technology, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +6d | ||
| Purchase | MU | Micron Technology, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +6d | ||
| Sale | GPK | Graphic Packaging Holding Company | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +6d | ||
| Purchase | MU | Micron Technology, Inc. | · JT (jointly owned) | $15K–$50K | Traded → Filed +9d | ||
| Sale | VIAC | ViacomCBS Inc. | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | GPK | Graphic Packaging Holding Company | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +9d | ||
| Sale | ORCL | Oracle Corporation | · partial · JT (partial sale, jointly owned) | $15K–$50K | Traded → Filed +9d | ||
| Purchase | MU | Micron Technology, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +9d | ||
| Purchase | BOIVF | Bollore | · JT (jointly owned) | $1K–$15K | Traded → Filed +9d | ||
| Purchase | SBUX | Starbucks Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +9d | ||
| Purchase | TRP | TC Energy Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | NFLX | Netflix, Inc. | · JT (jointly owned) | $15K–$50K | Traded → Filed +10d | ||
| Purchase | BOIVF | Bollore | · JT (jointly owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | DOW | Dow Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | LNG | Cheniere Energy, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | WMB | The Williams Companies, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | BOIVF | Bollore | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Purchase | BOIVF | Bollore | · JT (jointly owned) | $1K–$15K | Traded → Filed +12d | ||
| Purchase | SBUX | Starbucks Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +12d | ||
| Purchase | SBUX | Starbucks Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | SBUX | Starbucks Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | BOIVF | Bollore | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | NWS | News Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | BAC | Bank of America Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | BAC | Bank of America Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | RL | Ralph Lauren Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +13d | ||
| Purchase | MSM | MSC Industrial Direct Co., Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | M | Macy's, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | PAGP | Plains GP Holdings, L.P. | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | PAGP | Plains GP Holdings, L.P. | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | SYY | Sysco Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | BOIVF | Bollore | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Sale | KR | The Kroger Co. | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | NWSA | News Corporation | · JT (jointly owned) | $1K–$15K | Traded → Filed +16d | ||
| Purchase | GOOG | Alphabet Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +17d | ||
| Purchase | SBUX | Starbucks Corporation | · JT (jointly owned) | $15K–$50K | Traded → Filed +17d | ||
| Sale | KR | The Kroger Co. | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +17d | ||
| Sale | KR | The Kroger Co. | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +17d | ||
| Sale | CLX | The Clorox Company | · JT (jointly owned) | $1K–$15K | Traded → Filed +17d | ||
| Purchase | GM | General Motors Company | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | KR | The Kroger Co. | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | KR | The Kroger Co. | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | KR | The Kroger Co. | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | UHAL | AMERCO | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | LYV | Live Nation Entertainment, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | LYV | Live Nation Entertainment, Inc. | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | CDLX | Cardlytics, Inc. | · JT (jointly owned) | $100K–$250K | Traded → Filed +18d |
| Filed | Rows | Receipt |
|---|---|---|
| 2020-11-04 | 1 | |
| 2020-04-05 | 112 | |
| 2020-02-03 | 25 | |
| 2020-01-23 | 1 | |
| 2020-01-10 | 30 | |
| 2019-12-05 | 40 | |
| 2019-11-05 | 53 | |
| 2019-09-30 | 19 | |
| 2019-09-03 | 31 | |
| 2019-08-05 | 38 | |
| 2019-07-03 | 22 | |
| 2019-06-04 | 31 | |
| 2019-05-07 | 36 | |
| 2019-04-09 | 39 | |
| 2019-03-06 | 64 | |
| 2019-02-04 | 34 | |
| 2019-01-09 | 66 | |
| 2018-12-06 | 81 | |
| 2018-11-08 | 56 | |
| 2018-10-02 | 23 | |
| 2018-09-04 | 33 | |
| 2018-08-01 | 31 | |
| 2018-07-06 | 49 | |
| 2018-07-05 | 38 | |
| 2018-06-04 | 30 | |
| 2018-05-04 | 62 | |
| 2018-05-04 | 55 | |
| 2018-05-01 | 14 | |
| 2018-04-05 | 11 | |
| 2018-03-05 | 48 | |
| 2018-02-01 | 43 | |
| 2018-01-04 | 45 | |
| 2017-12-06 | 30 | |
| 2017-12-06 | 38 | |
| 2017-12-06 | 1 | |
| 2017-11-02 | 58 | |
| 2017-08-28 | 65 | |
| 2017-08-07 | 62 | |
| 2017-07-24 | 13 | |
| 2017-07-10 | 37 | |
| 2017-06-06 | 39 | |
| 2017-05-05 | 13 | |
| 2017-03-31 | 33 | |
| 2017-02-03 | 11 | |
| 2017-01-03 | 15 | |
| 2016-12-06 | 45 | |
| 2016-11-02 | 17 | |
| 2016-09-30 | 19 | |
| 2016-09-01 | 16 | |
| 2016-09-01 | 127 | |
| 2016-08-13 | 127 | |
| 2016-08-12 | 41 | |
| 2016-08-12 | 67 | |
| 2016-08-12 | 88 | |
| 2016-08-05 | 29 | |
| 2016-07-11 | 32 | |
| 2016-05-26 | 13 | |
| 2016-04-29 | 26 | |
| 2016-03-29 | 18 | |
| 2016-01-07 | 21 | |
| 2015-10-28 | 47 | |
| 2015-10-07 | 71 | |
| 2015-07-28 | 29 | |
| 2015-06-26 | 5 |
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.