Dean Phillips

Democrat — D–MN-3 · U.S. House · serving since 2019 · member ID P000616Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
1,006
35 filings · 0 paper · retained
Net flow · 12m
purchases minus sales · statutory ranges, an interval
Distinct tickers
258
across every disclosed row
Late filings
41
filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 9 rows with no parseable trade date excluded · source: House Clerk + Senate eFD

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 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 · 162 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Dean Phillips
NetTickerIssuerBuy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeroBuysSellsNet range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeroLast traded13FInstitutional overlap is not available in this build.
BUYTSLATesla, Inc. (TSlA) [ST]Purchases $51K–$115K; sales —20$51.0K to $115K net accumulation2021-01-05
BUYABTAbbott Laboratories (ABT) [ST]Purchases $7K–$105K; sales —70$7.0K to $105K net accumulation2021-01-05
BUYPHGKoninklijke Philips N.V. NY Registry Shares (PHg) [ST]Purchases $7K–$105K; sales —70$7.0K to $105K net accumulation2020-06-08
BUYSNESony Corporation (SNE) [ST]Purchases $7K–$105K; sales —70$7.0K to $105K net accumulation2020-12-16
BUYPGRProgressive Corporation (PgR) [ST]Purchases $5K–$75K; sales —50$5.0K to $75.0K net accumulation2020-06-08
BUYAMDAdvanced Micro Devices, Inc. (AMD) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-09-23
BUYATOAtmos Energy Corporation (ATO) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-09-23
BUYELEstee lauder Companies, Inc. (El) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-09-23
BUYFLSFlowserve Corporation (FlS) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-05-13
BUYFMSFresenius Medical Care Ag (FMS) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2021-01-12
BUYGOOGAlphabet Inc. - Class C Capital Stock (gOOg) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-09-23
BUYINTCIntel Corporation (INTC) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-12-18
BUYMCKMcKesson Corporation (MCK) [sT]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2019-05-13
BUYNFLXNetflix, Inc. (NFlX) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-09-23
BUYNOWServiceNow, Inc. (NOW) [ST]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2020-09-23
BUYNVDANVIDIa Corporation (NVDa) [sT]Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation2019-03-06
BUYACGLArch Capital group ltd. (ACgl) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2021-01-08
BUYADSKautodesk, Inc. (aDsK) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYAFLaFlaC Incorporated (aFl) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYBDXBecton, Dickinson and Company (BDX) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYBLKBlackRock, Inc. (BLK) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYCAGConagra Brands, Inc. (Cag) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-03-06
BUYCELGCelgene Corporation (CELg) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYCHTRCharter Communications, Inc. - Class a (CHTR) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYCMECME group Inc. - Class A (CME) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYDFSDiscover Financial services (DFs) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYDISCADiscovery, Inc. - series a (DIsCa) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYDISCKDiscovery, Inc. - series C (DIsCK) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYDISHDIsH Network Corporation - Class a (DIsH) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-02-04
BUYEAElectronic Arts Inc. (EA) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYEMNEastman Chemical Company (EMN) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYFITBFifth Third Bancorp (FITB) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYGOOGLAlphabet Inc. - Class A (gOOgl) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYGPNglobal Payments Inc. (gPN) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYGSgoldman sachs group, Inc. (gs) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYHBANHuntington Bancshares Incorporated (HBaN) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYHDHome Depot, Inc. (HD) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYINFOIHS Markit ltd. Common Shares (INFO) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYINTUIntuit Inc. (INTU) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYITWIllinois Tool Works Inc. (ITW) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYKKellogg Company (K) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-08-13
BUYKEYKeyCorp (KEY) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYKMBKimberly-Clark Corporation (KMB) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYKRKroger Company (KR) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYLVSlas Vegas sands Corp. (lVs) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYMGMMgM Resorts International (MgM) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYMSIMotorola Solutions, Inc. (MSI) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYMTBM&T Bank Corporation (MTB) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYOTISOtis Worldwide Corporation (OTIS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYPBCTPeople's united Financial, Inc. (PBCT) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYPFGPrincipal Financial group Inc (PFg) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYPWRQuanta services, Inc. (PWR) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYRCLRoyal Caribbean Cruises ltd. (RCl) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYSEEsealed air Corporation (sEE) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYSJMJ.M. smucker Company (sJM) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-02-28
BUYSREsempra Energy (sRE) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYSTXSeagate Technology PLC - ordinary Shares (STX) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYTFCFATwenty-First Century Fox, Inc. - Class a (TFCFa) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-03-19
BUYTMUST-Mobile uS, Inc. (TMuS) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYTRVThe Travelers Companies, Inc. (TRV) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYTWTRTwitter, Inc. (TWTR) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYUAunder Armour, Inc. Class C (uA) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-08-10
BUYUAAunder Armour, Inc. Class A (uAA) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-08-10
BUYUNMunum group (uNM) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-11-22
BUYURIunited Rentals, Inc. (uRI) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
BUYVRSNVeriSign, Inc. (VRSN) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYVRTXVertex Pharmaceuticals Incorporated (VRTX) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-12-18
BUYXLNXXilinx, Inc. (XlNX) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-09-23
BUYXRAYDENTSPLY SIRoNa Inc. (XRaY) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2019-01-04
BUYZIONZions Bancorporation N.a. (ZION) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-04-02
MIXEDAZNAstraZeneca PlC - American Depositary Shares (AZN) [ST]Purchases —; sales —00$02021-07-21
MIXEDRHTRed Hat, Inc. (RHT) [sT]Purchases —; sales —00$02019-07-10
MIXEDCMCSAComcast Corporation - Class A (CMCSA) [ST]Purchases $11K–$165K; sales $1K–$15K111−$4.0K to $164K2020-12-16
MIXEDETNEaton Corporation, PlC Ordinary Shares (ETN) [ST]Purchases $10K–$150K; sales $1K–$15K101−$5.0K to $149K2020-03-05
MIXEDNTRSNorthern Trust Corporation (NTRS) [ST]Purchases $9K–$135K; sales $1K–$15K91−$6.0K to $134K2020-03-05
MIXEDFBFacebook, Inc. - Class A (FB) [ST]Purchases $5K–$75K; sales $1K–$15K51−$10.0K to $74.0K2020-09-23
MIXEDMUMicron Technology, Inc. (Mu) [ST]Purchases $4K–$60K; sales $1K–$15K41−$11.0K to $59.0K2020-11-16
MIXEDKHCThe Kraft Heinz Company (KHC) [sT]Purchases $33K–$145K; sales $3K–$45K53−$12.0K to $142K2020-04-02
MIXEDAAPLApple Inc. (AAPl) [ST]Purchases $3K–$45K; sales $1K–$15K31−$12.0K to $44.0K2020-09-23
MIXEDIBMInternational Business Machines Corporation (IBM) [sT]Purchases $3K–$45K; sales $1K–$15K31−$12.0K to $44.0K2020-04-02
MIXEDLloews Corporation (l) [ST]Purchases $3K–$45K; sales $1K–$15K31−$12.0K to $44.0K2020-09-23
MIXEDABBVabbVie Inc. (aBBV) [sT]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2019-08-13
MIXEDALBalbemarle Corporation (alB) [sT]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2019-11-22
MIXEDAMZNAmazon.com, Inc. (AMZN) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-09-23
MIXEDANETArista Networks, Inc. (ANET) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-08-10
MIXEDATVIactivision Blizzard, Inc (aTVI) [sT]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2019-05-13
MIXEDCMAComerica Incorporated (CMA) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-05-13
MIXEDCTXSCitrix Systems, Inc. (CTXS) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-12-18
MIXEDDDDuPont de Nemours, Inc. (DD) [sT]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-04-02
MIXEDIRMIron Mountain Incorporated (IRM) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2021-01-05
MIXEDNEMNewmont Corporation (NEM) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-05-13
MIXEDSPGSimon Property group, Inc. (SPg) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-12-18
MIXEDTFCTruist Financial Corporation (TFC) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-07-30
MIXEDVIACViacomCBS Inc. - Class B (VIAC) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2020-05-13
MIXEDAIGAmerican International group, Inc. New (AIg) [ST]Purchases $16K–$65K; sales $2K–$30K22−$14.0K to $63.0K2020-05-13
MIXEDAKAMAkamai Technologies, Inc. (AKAM) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDAMGaffiliated Managers group, Inc. (aMg) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDAOSa.o. smith Corporation (aos) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-02-28
MIXEDBACBank of america Corporation (BaC) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDBF.BBrown Forman Inc Class B (BF.B) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-03-06
MIXEDBLLBall Corporation (Bll) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-05-13
MIXEDBSXboston Scientific Corporation (bSX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDCCitigroup, Inc. (C) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDCAHCardinal Health, Inc. (CaH) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-06-20
MIXEDCFGCitizens Financial group, Inc. (CFg) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDCLXClorox Company (ClX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDCSCOCisco Systems, Inc. (CSCO) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDCTSHCognizant Technology Solutions Corporation - Class A (CTSH) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-09-23
MIXEDCTVACorteva, Inc. (CTVa) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-09-11
MIXEDDVADaVita Inc. (DVa) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-05-13
MIXEDEDConsolidated Edison, Inc. (ED) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDEQIXEquinix, Inc. (EQIX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDESEversource Energy (ES) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-01-05
MIXEDFTVFortive Corporation (FTV) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDGISgeneral Mills, Inc. (gIs) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDHIGHartford Financial Services group, Inc. (HIg) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-05-13
MIXEDHRBH&R Block, Inc. (HRB) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDIFFInternationa Flavors & Fragrances, Inc. (IFF) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-02-28
MIXEDIPInternational Paper Company (IP) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-08-13
MIXEDJKHYJack Henry & Associates, Inc. (JKHY) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDJWNNordstrom, Inc. (JWN) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDLBl Brands, Inc. (lB) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-08-13
MIXEDLINlinde plc ordinary share (lIN) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-06-20
MIXEDLNClincoln National Corporation (lNC) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDMDLZMondelez International, Inc. - Class A (MDlZ) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-09-23
MIXEDMDTMedtronic plc. ordinary shares (MDT) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-06-20
MIXEDMHKMohawk Industries, Inc. (MHK) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-08-13
MIXEDMSMorgan stanley (Ms) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDNLSNNielsen N.V. ordinary shares (NlsN) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-08-13
MIXEDPNCPNC Financial services group, Inc. (PNC) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDPRUPrudential Financial, Inc. (PRu) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDROPRoper Technologies, Inc. (ROP) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-09-23
MIXEDSBACSbA Communications Corporation - Class A (SbAC) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-12-18
MIXEDVMCVulcan Materials Company (VMC) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-05-13
MIXEDVTRVentas, Inc. (VTR) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDWABWabtec Corp (WaB) [OT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-04-02
MIXEDWYWeyerhaeuser Company (WY) [sT]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2019-03-06
SELLAMATapplied Materials, Inc. (aMaT) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLAVBavalonBay Communities, Inc. (aVB) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLBHFBrighthouse Financial, Inc. (BHF) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLCCICrown Castle International Corp. (CCI) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLCMGChipotle Mexican grill, Inc. (CMg) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-08-10
SELLCMICummins Inc. (CMI) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLCOFCapital One Financial Corporation (COF) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLDALDelta air lines, Inc. (Dal) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLDEDeere & Company (DE) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-05-13
SELLDISWalt Disney Company (DIs) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-05-13
SELLECLEcolab Inc. (ECl) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-08-13
SELLETFCE*TRaDE Financial Corporation (ETFC) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-05-03
SELLGLWCorning Incorporated (glW) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-02-28
SELLGPCgenuine Parts Company (gPC) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLGWWW.W. grainger, Inc. (gWW) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLHCNWelltower Inc. (HCN) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLHPEHewlett Packard Enterprise Company (HPE) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLHSTHost Hotels & Resorts, Inc. (HsT) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLHWMHowmet Aerospace Inc. (HWM) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-08-10
SELLIPGPIPg Photonics Corporation (IPgP) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLIRIngersoll Rand Inc. (IR) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-03-02
SELLISRGIntuitive surgical, Inc. (IsRg) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLPHParker-Hannifin Corporation (PH) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-04-02
SELLPSAPublic Storage (PSA) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-05-13
SELLQCOMQualCOMM Incorporated (QCOM) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-02-04
SELLSNNsmith & Nephew sNaTs, Inc. (sNN) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-04-04
SELLSNNUFsmith & Nephew Plc ord ordinary shares (sNNuF) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2020-02-10
SELLSWHstanley black & Decker, Inc. Corp unit 2013 (sWH) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-04-04
SELLSYKStryker Corporation (SYK) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLTIFTiffany & Co. (TIF) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2021-01-07
SELLUNPUnion Pacific Corporation (UNP) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
SELLVARVarian Medical Systems, Inc. (VAR) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2021-04-15
SELLXRXXerox Corporation (XRX) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-01-04
MIXEDDLTRDollar Tree, Inc. (DlTR) [ST]Purchases $5K–$75K; sales $2K–$30K52−$25.0K to $73.0K2020-12-18
MIXEDDXCDXC Technology Company (DXC) [ST]Purchases $4K–$60K; sales $2K–$30K42−$26.0K to $58.0K2020-08-10
MIXEDULunilever PlC (ul) [ST]Purchases $4K–$60K; sales $2K–$30K42−$26.0K to $58.0K2020-05-18
MIXEDAALAmerican Airlines group, Inc. (AAl) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2021-01-05
MIXEDADSAlliance Data Systems Corporation (ADS) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-05-13
MIXEDCATCaterpillar, Inc. (CAT) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-09-23
MIXEDCNPCenterPoint Energy, Inc (CNP) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-05-13
MIXEDEMREmerson Electric Company (EMR) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-05-13
MIXEDMASMasco Corporation (MAS) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-12-10
MIXEDOMComnicom group Inc. (oMC) [sT]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-02-10
MIXEDWBAWalgreens Boots Alliance, Inc. (WBA) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2020-08-10
MIXEDABMDaBIoMED, Inc. (aBMD) [sT]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2020-02-28
MIXEDALXNAlexion Pharmaceuticals, Inc. (AlXN) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2021-07-21
MIXEDCOTYCoty Inc. Class a (CoTY) [sT]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2019-08-13
MIXEDDLRDigital Realty Trust, Inc. (DlR) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2020-12-18
MIXEDDOWDow Inc. (DOW) [sT]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2020-04-02
MIXEDDTEDTE Energy Company (DTE) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2021-01-05
MIXEDGPSgap, Inc. (gPs) [sT]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2019-11-22
MIXEDKSSKohl's Corporation (Kss) [sT]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2020-04-02
MIXEDSYFsynchrony Financial (sYF) [sT]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2020-04-02
MIXEDTAPMolson Coors Beverage Company Class B (TAP) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2020-08-10
MIXEDALGNalign Technology, Inc. (algN) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2019-09-11
MIXEDARNCArconic Corporation (ARNC) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-12-18
MIXEDBMYBristol-Myers squibb Company (BMY) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2019-11-22
MIXEDCVSCVs Health Corporation (CVs) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2019-06-20
MIXEDDHRDanaher Corporation (DHR) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-08-10
MIXEDHPQHP Inc. (HPQ) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-04-02
MIXEDIVZInvesco ltd (IVZ) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-05-13
MIXEDJCIJohnson Controls International plc Ordinary share (JCI) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-04-02
MIXEDMATMattel, Inc. (MaT) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2019-05-13
MIXEDNTAPNetApp, Inc. (NTAP) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-08-10
MIXEDSLBschlumberger N.V. (slB) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-02-10
MIXEDUPSunited Parcel service, Inc. (uPs) [sT]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-04-02
MIXEDUSBu.S. Bancorp (uSB) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2020-05-13
SELLCICigna Corporation (CI) [sT]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2019-03-06
SELLGMgeneral Motors Company (gM) [sT]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2020-04-02
SELLPYPLPayPal Holdings, Inc. (PYPl) [ST]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2020-08-10
MIXEDCRMSalesforce.com Inc (CRM) [ST]Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2020-12-18
MIXEDLUVsouthwest airlines Company (luV) [sT]Purchases $9K–$135K; sales $3K–$45K93−$36.0K to $132K2020-04-17
MIXEDBKNGBooking Holdings Inc. (BKNg) [ST]Purchases $8K–$120K; sales $3K–$45K83−$37.0K to $117K2021-01-12
MIXEDBAXbaxter International Inc. (bAX) [ST]Purchases $4K–$60K; sales $3K–$45K43−$41.0K to $57.0K2020-12-18
MIXEDMMacy's Inc (M) [sT]Purchases $4K–$60K; sales $3K–$45K43−$41.0K to $57.0K2020-04-02
MIXEDNWLNewell Brands Inc. (NWl) [sT]Purchases $3K–$45K; sales $3K–$45K33−$42.0K to $42.0K2020-04-02
MIXEDREGNRegeneron Pharmaceuticals, Inc. (REgN) [ST]Purchases $3K–$45K; sales $3K–$45K33−$42.0K to $42.0K2020-05-13
MIXEDBENFranklin Resources, Inc. (BEN) [ST]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2020-05-13
MIXEDFFord Motor Company (F) [sT]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2020-04-02
MIXEDFDXFedEx Corporation (FDX) [sT]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2019-11-22
MIXEDMOSMosaic Company (MOs) [sT]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2020-04-02
MIXEDPCARPACCAR Inc. (PCAR) [ST]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2021-01-21
MIXEDWRKWestrock Company (WRK) [sT]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2020-04-02
MIXEDBIIBbiogen Inc. (bIIb) [sT]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2019-09-11
MIXEDGILDgilead Sciences, Inc. (gIlD) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2020-12-18
MIXEDNINiSource Inc (NI) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2020-12-18
MIXEDSTTstate street Corporation (sTT) [sT]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2019-11-22
MIXEDTDGTransdigm group Incorporated Transdigm group Inc. (TDg) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2020-12-18
MIXEDWDCWestern Digital Corporation (WDC) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2020-08-10
SELLEXPDExpeditors International of Washington, Inc. (EXPD) [ST]Purchases —; sales $3K–$45K03−$45.0K to −$3.0K net disposal2020-05-20
SELLNTRNutrien ltd. Common shares (NTR) [sT]Purchases —; sales $3K–$45K03−$45.0K to −$3.0K net disposal2020-02-10
SELLCOSTCostco Wholesale Corporation (COsT) [sT]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2020-04-02
SELLMETMetLife, Inc. (MET) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2019-01-04
MIXEDDGXQuest Diagnostics Incorporated (DgX) [ST]Purchases $4K–$60K; sales $4K–$60K44−$56.0K to $56.0K2020-06-01
MIXEDLYBlyondellBasell Industries NV Ordinary Shares Class A (lYB) [ST]Purchases $3K–$45K; sales $4K–$60K34−$57.0K to $41.0K2020-05-13
MIXEDTAT&T Inc. (T) [ST]Purchases $3K–$45K; sales $4K–$60K34−$57.0K to $41.0K2021-01-05
MIXEDTELTE Connectivity ltd. New switzerland Registered shares (TEl) [sT]Purchases $2K–$30K; sales $4K–$60K24−$58.0K to $26.0K2020-04-24
MIXEDPEPPepsico, Inc. (PEP) [sT]Purchases $1K–$15K; sales $4K–$60K14−$59.0K to $11.0K2020-02-10
SELLTJXTJX Companies, Inc. (TJX) [sT]Purchases —; sales $4K–$60K04−$60.0K to −$4.0K net disposal2020-02-10
MIXEDSCHWCharles Schwab Corporation (SCHW) [ST]Purchases $11K–$165K; sales $5K–$75K115−$64.0K to $160K2020-09-23
MIXEDCBChubb limited (CB) [ST]Purchases $5K–$75K; sales $5K–$75K55−$70.0K to $70.0K2021-01-11
MIXEDPPGPPg Industries, Inc. (PPg) [sT]Purchases $5K–$75K; sales $5K–$75K55−$70.0K to $70.0K2020-04-02
MIXEDHDSHD Supply Holdings, Inc. (HDS) [ST]Purchases $3K–$45K; sales $5K–$75K35−$72.0K to $40.0K2020-12-22
MIXEDMMM3M Company (MMM) [ST]Purchases $6K–$90K; sales $17K–$80K63−$74.0K to $73.0K2020-09-23
MIXEDPMPhilip Morris International Inc (PM) [ST]Purchases $5K–$75K; sales $6K–$90K56−$85.0K to $69.0K2020-09-23
SELLNSRGYNestle sa sponsored aDR representing Registered shares series B (NsRgY) [sT]Purchases —; sales $6K–$90K06−$90.0K to −$6.0K net disposal2020-02-10
SELLFOXFox Corporation - Class B (FoX) [sT]Purchases —; sales $18K–$95K04−$95.0K to −$18.0K net disposal2019-11-01
MIXEDBRK.BBerkshire Hathaway Inc. New (BRK.B) [sT]Purchases $2K–$30K; sales $30K–$100K22−$98.0K to $02020-02-10
MIXEDFOXAFox Corporation - Class a (FoXa) [sT]Purchases $6K–$90K; sales $7K–$105K67−$99.0K to $83.0K2020-02-28
MIXEDCTLCenturylink, Inc. (CTl) [sT]Purchases $1K–$15K; sales $7K–$105K17−$104K to $8.0K2020-04-02
MIXEDBKThe Bank of New York Mellon Corporation (BK) [sT]Purchases $2K–$30K; sales $8K–$120K28−$118K to $22.0K2020-04-02
SELLORCLoracle Corporation (oRCl) [sT]Purchases —; sales $8K–$120K08−$120K to −$8.0K net disposal2019-06-05
MIXEDJPMJP Morgan Chase & Co. (JPM) [ST]Purchases $2K–$30K; sales $20K–$125K26−$123K to $10.0K2020-12-16
MIXEDUNHunitedHealth group Incorporated Common Stock (uNH) [ST]Purchases $5K–$75K; sales $9K–$135K59−$130K to $66.0K2020-05-21
SELLDGDollar general Corporation (Dg) [sT]Purchases —; sales $9K–$135K09−$135K to −$9.0K net disposal2020-02-10
SELLHONHoneywell International Inc. (HON) [ST]Purchases —; sales $21K–$140K07−$140K to −$21.0K net disposal2021-01-25
MIXEDCERNCerner Corporation (CERN) [sT]Purchases $1K–$15K; sales $10K–$150K110−$149K to $5.0K2020-02-28
SELLACNAccenture plc Class A Ordinary Shares (ACN) [ST]Purchases —; sales $11K–$165K011−$165K to −$11.0K net disposal2021-01-12
SELLSWKstanley black & Decker, Inc. (sWK) [sT]Purchases —; sales $11K–$165K011−$165K to −$11.0K net disposal2020-01-13
MIXEDWFCWells Fargo & Company (WFC) [ST]Purchases $6K–$90K; sales $35K–$175K67−$169K to $55.0K2020-09-23
MIXEDEBAYeBay Inc. (EBaY) [sT]Purchases $1K–$15K; sales $14K–$210K114−$209K to $1.0K2019-11-18

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
29far above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
93%small-lot profile — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
48%≈ chamber — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
100%mostly self-owned — median 97%

filings incl. 0 paper: 35distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,006 · 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: 41rows filed past the STOCK Act's 45-day window

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

Sector mix

taxonomy v1 · SIC as of 2026-09-14
Disclosed transactions by issuer sector
SectorTradesFlow range
manufacturing299$404K–$4.7M
finance-insurance-realestate165$235K–$2.7M
transport-utilities100$114K–$1.5M
services85$113K–$1.3M
retail41$55K–$650K
wholesale12$12K–$180K
mining8$8K–$120K
agriculture2$2K–$30K
construction1$1K–$15K
no ticker disclosed coverage162Over $3.1M
ticker not resolved to an issuer coverage131$159K–$2M
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

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-09-14 · jurisdiction mapping v1

No committee memberships on record in the snapshot.

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 713 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

1,006 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for Dean Phillips
KindTickerAssetOwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗RangeAmount rangeTraded → FiledSource
SaleOutsell, Inc. [OL]$1K–$15Kno tickerTraded Filed +30d
SaleOutsell, Inc. [OL]· partial (partial sale)$1M–$5Mno tickerTraded Filed +35d
PurchaseArcadia Medal Investors, LP [HN]$500K–$1Mno tickerTraded Filed +30d
PurchaseABTAbbott Laboratories (ABT) [ST]$1K–$15KTraded Filed LATE·585d
SaleCapital One Financial Co Var Rt 12/01/2165 dtd 05/14/2015 [CS]$15K–$50Kno tickerTraded Filed +22d
SaleALXNAlexion Pharmaceuticals, Inc. (AlXN) [ST]$1K–$15KTraded Filed +23d
ExchangeAZNAstraZeneca PlC - American Depositary Shares (AZN) [ST]$1K–$15KTraded Filed +23d
SalePhoenix AZ Ref unlimited Tax 4% 07/01/2021 dtd 06/24/2014 [gS]$15K–$50Kno tickerTraded Filed +43d
SaleHonolulu City & Cnty HI Wstwtr Sys Rev 5% A Jul 01 2025 Dtd [gS]$15K–$50Kno tickerTraded Filed +43d
SaleMetlife, Inc Var Rt 12/15/2165 dtd 06/01/2015 [CS]$50K–$100Kno tickerTraded Filed +29d
SaleDigital Realty Trust Inc PFD [CS]$1K–$15Kno tickerTraded Filed +22d
SaleMO St Hwys & Trnst Ref-1st lien- Ser A 5% 05/01/2021 dtd 06/03/2014 [gS]$15K–$50Kno tickerTraded Filed +36d
SaleMorgan Stanley Rt 07/15/2165 dtd 03/19/2015 [CS]$250K–$500Kno tickerTraded Filed +27d
Saleu.S. Bancorp Var Rt 01/15/2166 dtd 11/23/2015 [CS]$15K–$50Kno tickerTraded Filed +27d
SaleVARVarian Medical Systems, Inc. (VAR) [ST]$1K–$15KTraded Filed +27d
SaleWachovia Cap Trust III Var Rt Mar 15 2166 dtd 2/1/2006 [CS]$250K–$500Kno tickerTraded Filed +23d
SaleState Street Corp Var Rt 09/15/2165 dtd 05/21/2015 [CS]· partial (partial sale)$1K–$15Kno tickerTraded Filed +23d
SaleRaleigh NC Comb Enterprise Sys Rev 5% Mar 01 2021 dtd 02/10/2011 [gS]$15K–$50Kno tickerTraded Filed +37d
SaleCitigroup Inc. Var Rt Perp Mat dtd 11/13/2015 [CS]$1K–$15Kno tickerTraded Filed +18d
PurchaseCitigroup Inc. Var Rt Perp Mat dtd 02/18/2021 [CS]$1K–$15Kno tickerTraded Filed +18d
SaleCitigroup Inc. Var Rt Perp Mat dtd 11/13/2015 [CS]· partial (partial sale)$1K–$15Kno tickerTraded Filed +21d
PurchaseCitigroup Inc. Var Rt Perp Mat dtd 02/18/2021 [CS]$1K–$15Kno tickerTraded Filed +27d
Salegoldman Sachs group Inc. Var Rt Perp Mat dtd 04/23/2015 [CS]$250K–$500Kno tickerTraded Filed +32d
SaleuS Bancorp VAR RT Perp Mat dtd 11/23/2015 [CS]· partial (partial sale)$1K–$15Kno tickerTraded Filed +18d
PurchaseSVB Financial group Var RT Perp Mat dtd 02/02/2021 [CS]$1K–$15Kno tickerTraded Filed +18d
SaleHONHoneywell International Inc. (HON) [ST]· partial (partial sale)$1K–$15KTraded Filed +19d
SalePCARPACCAR Inc. (PCAR) [ST]· partial (partial sale)$1K–$15KTraded Filed +23d
Salegoldman Sachs group Inc. Var Rt Perp Mat dtd 04/23/2015 [CS]$1K–$15Kno tickerTraded Filed +25d
PurchaseWells Fargo & CO Var RT Perp Mat dtd 01/26/2021 [CS]$15K–$50Kno tickerTraded Filed +25d
PurchaseFMSFresenius Medical Care Ag (FMS) [ST]$1K–$15KTraded Filed +32d
SaleBKNGBooking Holdings Inc. (BKNg) [ST]· partial (partial sale)$1K–$15KTraded Filed +32d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]$1K–$15KTraded Filed +32d
SaleCBChubb limited (CB) [ST]· partial (partial sale)$1K–$15KTraded Filed +33d
PurchaseFMSFresenius Medical Care Ag (FMS) [ST]$1K–$15KTraded Filed +33d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· partial (partial sale)$1K–$15KTraded Filed +33d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· partial (partial sale)$1K–$15KTraded Filed +36d
PurchaseWI St Transportation Rev Ref-Ser 2; 5.0%; Due 07/01/2026 [gS]$15K–$50Kno tickerTraded Filed +36d
PurchaseACGLArch Capital group ltd. (ACgl) [ST]$1K–$15KTraded Filed +36d
SaleCBChubb limited (CB) [ST]· partial (partial sale)$1K–$15KTraded Filed +36d
SaleACNAccenture plc Class A Ordinary Shares (ACN) [ST]· partial (partial sale)$1K–$15KTraded Filed +37d
SaleTIFTiffany & Co. (TIF) [ST]$1K–$15KTraded Filed +37d
SaleDTEDTE Energy Company (DTE) [ST]$1K–$15KTraded Filed +39d
PurchaseALXNAlexion Pharmaceuticals, Inc. (AlXN) [ST]$1K–$15KTraded Filed +39d
SaleTAT&T Inc. (T) [ST]· partial (partial sale)$1K–$15KTraded Filed +39d
PurchaseESEversource Energy (ES) [ST]$1K–$15KTraded Filed +39d
PurchaseTSLATesla, Inc. (TSlA) [ST]$1K–$15KTraded Filed +39d
PurchaseABTAbbott laboratories (ABT) [ST]$1K–$15KTraded Filed +39d
PurchaseABTAbbott laboratories (ABT) [ST]$1K–$15KTraded Filed +39d
PurchaseEquitable Holdings Inc. [CS]$1K–$15Kno tickerTraded Filed +39d
SaleAALAmerican Airlines group, Inc. (AAl) [ST]· partial (partial sale)$1K–$15KTraded Filed +39d
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 1,006 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2024-08-012
2024-06-201
2022-08-131
2021-09-231
2021-08-134
2021-07-141
2021-06-082
2021-05-123
2021-04-073
2021-03-095
2021-02-1328
2021-01-0941
2020-12-118
2020-11-117
2020-10-0947
2020-09-1116
2020-08-092
2020-07-0710
2020-06-1549
2020-05-07134
2020-04-1012
2020-03-1292
2020-02-0741
2020-01-0911
2019-12-1147
2019-11-0615
2019-10-1133
2019-09-1673
2019-08-219
2019-07-1147
2019-06-1348
2019-05-2143
2019-04-1638
2019-03-2132
2019-02-18100

Signals

window 2026-06-16 → 2026-09-14

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

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

No tickers disclosed in the trailing 24 months.

1,006 reported transactions

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

Published 2026-09-14

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

Annual holdings are not in this view

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