Pat Roberts

Republican — R–KS · U.S. Senate · serving since 1981 · member ID R000307Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗

Disclosures: 430
Net flow · 12m: —
Distinct tickers: 59
Late filings: 63

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 · 1 date-anomaly rows excluded (impossible trade dates) · 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 · 36 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Pat Roberts
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	ZM	Zoom Video Communications, Inc.	Purchases $30K–$100K; sales —	2	0	$30.0K to $100K net accumulation	2020-12-02	—
BUY	GLD	SPDR Gold Shares	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-08-18	—
BUY	SQ	Square, Inc.	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-12-22	—
BUY	V	Visa Inc.	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-03-20	—
BUY	DIS	The Walt Disney Company	Purchases $3K–$45K; sales —	3	0	$3.0K to $45.0K net accumulation≈	2020-04-07	—
BUY	EXPI	eXp World Holdings, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-12-21	—
BUY	GOLD	Barrick Gold Corporation	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-08-18	—
BUY	HD	The Home Depot, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2016-06-29	—
BUY	PLUG	Plug Power Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-12-22	—
BUY	SPOT	Spotify Technology S.A.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-07-02	—
MIXED	JPM	JPMorgan Chase & Co.	Purchases $15K–$50K; sales $1K–$15K	1	1	$0 to $49.0K≈	2018-07-30	—
MIXED	T	AT&T Inc.	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2017-09-26	—
MIXED	TWTR	Twitter, Inc. (NYSE)	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2015-01-02	—
MIXED	XOM	Exxon Mobil Corporation	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2020-03-26	—
MIXED	BBY	Best Buy Co., Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2020-10-13	—
MIXED	GE	General Electric Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2017-09-26	—
MIXED	GM	General Motors Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-06-16	—
MIXED	HDS	HD Supply Holdings, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-11-15	—
MIXED	KSS	Kohl's Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2020-01-13	—
MIXED	KTB	Kontoor Brands, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2019-10-17	—
MIXED	NVAX	Novavax, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2020-10-13	—
MIXED	WF	Woori Bank Co., Ltd.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2017-09-26	—
SELL	AFL	AFLAC Inc. (NYSE)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-07-07	—
SELL	CEA	China Eastern Airlines Corp. Ltd. (NYSE)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-11-13	—
SELL	F	Ford Motor Co. (NYSE)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-06-06	—
SELL	MIK	The Michaels Companies, Inc. (NASDAQ)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-02-10	—
SELL	ZNGA.SW	Zynga Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2017-07-14	—
MIXED	CELG	Celgene Corporation	Purchases $17K–$80K; sales $3K–$45K	3	3	−$28.0K to $77.0K≈	2019-10-01	—
MIXED	BYND	Beyond Meat, Inc.	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2020-09-04	—
MIXED	RTN	Raytheon Company	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2018-02-05	—
MIXED	MSFT	Microsoft Corporation	Purchases $63K–$245K; sales $50K–$100K	7	1	−$37.0K to $195K≈	2020-09-04	—
MIXED	TCS	The Container Store Group, Inc.	Purchases $1K–$15K; sales $3K–$45K	1	3	−$44.0K to $12.0K≈	2017-09-26	—
MIXED	TGT	Target Corporation	Purchases $1K–$15K; sales $3K–$45K	1	3	−$44.0K to $12.0K≈	2020-07-06	—
MIXED	ZNGA	Zynga Inc.	Purchases $1K–$15K; sales $3K–$45K	1	3	−$44.0K to $12.0K≈	2016-12-15	—
MIXED	DVN	Devon Energy Corporation	Purchases $5K–$75K; sales $15K–$50K	5	1	−$45.0K to $60.0K≈	2018-08-20	—
MIXED	COF	Capital One Financial Corporation	Purchases $2K–$30K; sales $15K–$50K	2	1	−$48.0K to $15.0K≈	2017-10-30	—
MIXED	BABA	Alibaba Group Holding Limited	Purchases $16K–$65K; sales $16K–$65K	2	2	−$49.0K to $49.0K≈	2020-07-02	—
MIXED	LMT	Lockheed Martin Corporation	Purchases $1K–$15K; sales $15K–$50K	1	1	−$49.0K to $0≈	2018-02-05	—
SELL	IBM	International Business Machines Corporation (NYSE)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2014-07-03	—
MIXED	TJX	The TJX Companies, Inc.	Purchases $3K–$45K; sales $4K–$60K	3	4	−$57.0K to $41.0K≈	2020-04-28	—
MIXED	CVX	Chevron Corporation	Purchases $5K–$75K; sales $16K–$65K	5	2	−$60.0K to $59.0K≈	2020-03-26	—
MIXED	TSLA	Tesla, Inc.	Purchases $52K–$130K; sales $51K–$115K	3	2	−$63.0K to $79.0K≈	2020-12-21	—
MIXED	SBUX	Starbucks Corporation	Purchases $4K–$60K; sales $17K–$80K	4	3	−$76.0K to $43.0K≈	2017-12-07	—
MIXED	AAL	American Airlines Group Inc.	Purchases $3K–$45K; sales $17K–$80K	3	3	−$77.0K to $28.0K≈	2020-07-31	—
SELL	KSU	Kansas City Southern (NYSE)	Purchases $1K–$15K; sales $17K–$80K	1	3	−$79.0K to −$2.0K net disposal≈	2014-11-17	—
MIXED	W	Wayfair Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2020-12-21	—
MIXED	COST	Costco Wholesale Corporation	Purchases $32K–$130K; sales $46K–$165K	4	4	−$133K to $84.0K≈	2020-12-22	—
MIXED	BAC	Bank of America Corporation	Purchases $25K–$200K; sales $34K–$160K	11	6	−$135K to $166K≈	2018-07-24	—
MIXED	WMT	Walmart Inc.	Purchases $6K–$90K; sales $53K–$145K	6	4	−$139K to $37.0K≈	2020-09-04	—
MIXED	MA	Mastercard Incorporated	Purchases $60K–$200K; sales $100K–$200K	4	2	−$140K to $100K≈	2020-07-02	—
MIXED	BIDU	Baidu, Inc.	Purchases $98K–$295K; sales $75K–$250K	7	5	−$152K to $220K≈	2017-09-09	—
MIXED	FB	Facebook, Inc.	Purchases $81K–$340K; sales $86K–$290K	11	9	−$209K to $254K≈	2019-06-21	—
MIXED	BA	The Boeing Company	Purchases $133K–$470K; sales $125K–$350K	14	6	−$217K to $345K≈	2020-12-22	—
MIXED	AMZN	Amazon.com, Inc.	Purchases $109K–$410K; sales $113K–$345K	11	8	−$236K to $297K≈	2020-06-26	—
MIXED	NOC	Northrop Grumman Corporation	Purchases $160K–$525K; sales $165K–$400K	13	3	−$240K to $360K≈	2020-07-02	—
MIXED	NVDA	NVIDIA Corporation	Purchases $259K–$710K; sales $205K–$550K	14	9	−$291K to $505K≈	2020-12-21	—
MIXED	ETY	Eaton Vance Tax-Managed Diversified Equity Income	Purchases $234K–$610K; sales $265K–$650K	9	4	−$416K to $345K≈	2020-12-21	—
MIXED	AAPL	Apple Inc.	Purchases $405K–$1.3M; sales $562K–$1.3M	34	15	−$875K to $763K≈	2020-12-22	—
MIXED	NFLX	Netflix, Inc.	Purchases $678K–$1.9M; sales $805K–$1.9M	32	18	−$1.2M to $1.1M≈	2020-09-04	—

Trading profile

VS SENATE MEDIAN · TICK = MEDIAN · 68 MEMBERS

Filing lag (median)median days between trade date and filing date, over rows that disclose both: +24dfaster than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing: 7.0above median — median 2.9
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000: 52%larger lots — median 60%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars: 63%above median — median 49%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 0%family accounts — median 28%

filings incl. 21 paper: 82distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 430 · 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: 63rows 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 mix

taxonomy v1 · SIC as of 2026-09-14

Disclosed transactions by issuer sector
Sector	Trades	Flow range
manufacturing	140	$2.2M–$6.4M
services	86	$2M–$5.4M
retail	62	$461K–$1.8M
finance-insurance-realestate	26	$110K–$600K
transport-utilities	10	$24K–$185K
mining	6	$20K–$125K
wholesale	1	$1K–$15K
ticker not resolved to an issuer coverage	50	$267K–$1.3M
no ticker disclosed coverage	36	$148K–$820K
issuer has no SIC on record coverage	13	$499K–$1.3M

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 · 330 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

430 rows · filed date desc · as of 2026-09-14 13:21 UTC

All disclosed transactions for Pat Roberts
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	Traded → Filed	Source
Purchase	COST	Costco Wholesale Corporation	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-22 → Filed 2020-12-31 +9d	eFD ↗
Purchase	SQ	Square, Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-22 → Filed 2020-12-31 +9d	eFD ↗
Purchase	BA	The Boeing Company	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-22 → Filed 2020-12-31 +9d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-22 → Filed 2020-12-31 +9d	eFD ↗
Purchase	PLUG	Plug Power Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-12-22 → Filed 2020-12-31 +9d	eFD ↗
Purchase	NVDA	NVIDIA Corporation	· SP (spouse-owned)	$50K–$100K	Traded 2020-12-21 → Filed 2020-12-31 +10d	eFD ↗
Sale	W	Wayfair Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-12-21 → Filed 2020-12-31 +10d	eFD ↗
Sale	ETY	Eaton Vance Tax-Managed Diversified Equity Income	· partial · SP (partial sale, spouse-owned)	$100K–$250K	Traded 2020-12-21 → Filed 2020-12-31 +10d	eFD ↗
Purchase	BA	The Boeing Company	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-21 → Filed 2020-12-31 +10d	eFD ↗
Sale	TSLA	Tesla, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-12-21 → Filed 2020-12-31 +10d	eFD ↗
Purchase	EXPI	eXp World Holdings, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-12-21 → Filed 2020-12-31 +10d	eFD ↗
Sale	AAPL	Apple Inc.	· partial · SP (partial sale, spouse-owned)	$100K–$250K	Traded 2020-12-16 → Filed 2020-12-31 +15d	eFD ↗
Purchase	TSLA	Tesla, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-12-11 → Filed 2020-12-31 +20d	eFD ↗
Purchase	TSLA	Tesla, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-12-07 → Filed 2020-12-31 +24d	eFD ↗
Purchase	BA	The Boeing Company	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-07 → Filed 2020-12-31 +24d	eFD ↗
Sale	BA	The Boeing Company	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-04 → Filed 2020-12-31 +27d	eFD ↗
Purchase	ZM	Zoom Video Communications, Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-12-02 → Filed 2020-12-31 +29d	eFD ↗
Sale	BBY	Best Buy Co., Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-10-13 → Filed 2020-11-05 +23d	eFD ↗
Sale	NVAX	Novavax, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-10-13 → Filed 2020-11-05 +23d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-09-17 → Filed 2020-09-30 +13d	eFD ↗
Purchase	W	Wayfair Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-16 → Filed 2020-09-30 +14d	eFD ↗
Purchase	NVDA	NVIDIA Corporation	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-14 → Filed 2020-09-30 +16d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-09-11 → Filed 2020-09-30 +19d	eFD ↗
Purchase	ZM	Zoom Video Communications, Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-09 → Filed 2020-09-30 +21d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-09 → Filed 2020-09-30 +21d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-09 → Filed 2020-09-30 +21d	eFD ↗
Sale	BYND	Beyond Meat, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	BA	The Boeing Company	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	WMT	Walmart Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Purchase	NFLX	Netflix, Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	NFLX	Netflix, Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	NVDA	NVIDIA Corporation	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	NVDA	NVIDIA Corporation	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	MSFT	Microsoft Corporation	· SP (spouse-owned)	$50K–$100K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Sale	NVDA	NVIDIA Corporation	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Purchase	NVDA	NVIDIA Corporation	· SP (spouse-owned)	$50K–$100K	Traded 2020-09-04 → Filed 2020-09-30 +26d	eFD ↗
Purchase	MSFT	Microsoft Corporation	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-03 → Filed 2020-09-30 +27d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-03 → Filed 2020-09-30 +27d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$15K–$50K	Traded 2020-09-03 → Filed 2020-09-30 +27d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-09-02 → Filed 2020-09-30 +28d	eFD ↗
Sale	TSLA	Tesla, Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-09-01 → Filed 2020-09-30 +29d	eFD ↗
Sale	AAPL	Apple Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-08-27 → Filed 2020-08-30 +3d	eFD ↗
Sale	AAPL	Apple Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-08-27 → Filed 2020-08-30 +3d	eFD ↗
Purchase	WMT	Walmart Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-08-19 → Filed 2020-08-30 +11d	eFD ↗
Purchase	BBY	Best Buy Co., Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-08-18 → Filed 2020-08-30 +12d	eFD ↗
Purchase	GOLD	Barrick Gold Corporation	· SP (spouse-owned)	$1K–$15K	Traded 2020-08-18 → Filed 2020-08-30 +12d	eFD ↗
Purchase	GLD	SPDR Gold Shares	· SP (spouse-owned)	$15K–$50K	Traded 2020-08-18 → Filed 2020-08-30 +12d	eFD ↗
Purchase	NVAX	Novavax, Inc.	· SP (spouse-owned)	$1K–$15K	Traded 2020-08-17 → Filed 2020-08-30 +13d	eFD ↗
Purchase	BA	The Boeing Company	· SP (spouse-owned)	$15K–$50K	Traded 2020-08-05 → Filed 2020-08-30 +25d	eFD ↗
Purchase	AAPL	Apple Inc.	· SP (spouse-owned)	$50K–$100K	Traded 2020-08-03 → Filed 2020-08-30 +27d	eFD ↗

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
2020-12-31	17	eFD ↗
2020-11-05	2	eFD ↗
2020-09-30	22	eFD ↗
2020-08-30	11	eFD ↗
2020-08-05	14	eFD ↗
2020-07-08	6	eFD ↗
2020-07-06	6	eFD ↗
2020-05-02	21	eFD ↗
2020-03-28	20	eFD ↗
2020-03-04	3	eFD ↗
2020-02-03	11	eFD ↗
2019-12-01	4	eFD ↗
2019-11-03	11	eFD ↗
2019-08-30	2	eFD ↗
2019-07-08	5	eFD ↗
2019-05-10	7	eFD ↗
2019-05-10	5	eFD ↗
2019-05-10	7	eFD ↗
2018-10-24	2	eFD ↗
2018-09-30	10	eFD ↗
2018-08-28	11	eFD ↗
2018-06-28	12	eFD ↗
2018-06-28	15	eFD ↗
2018-06-11	1	eFD ↗
2018-06-04	1	eFD ↗
2018-05-09	5	eFD ↗
2018-03-03	25	eFD ↗
2017-12-23	9	eFD ↗
2017-11-06	6	eFD ↗
2017-09-04	9	eFD ↗
2017-07-31	12	eFD ↗
2017-07-10	6	eFD ↗
2017-06-06	3	eFD ↗
2017-05-17	5	eFD ↗
2017-05-08	2	eFD ↗
2017-01-30	3	eFD ↗
2016-12-30	9	eFD ↗
2016-12-01	3	eFD ↗
2016-08-03	2	eFD ↗
2016-07-05	5	eFD ↗
2016-04-28	2	eFD ↗
2016-04-28	1	eFD ↗
2016-02-02	1	eFD ↗
2016-01-08	3	eFD ↗
2015-12-09	2	eFD ↗
2015-12-09	1	eFD ↗
2015-12-09	1	eFD ↗
2015-07-04	4	eFD ↗
2015-06-03	5	eFD ↗
2015-05-07	6	eFD ↗
2015-04-22	1	eFD ↗
2015-03-24	18	eFD ↗
2015-03-12	5	eFD ↗
2015-03-05	4	eFD ↗
2015-02-04	8	eFD ↗
2014-12-03	6	eFD ↗
2014-10-06	6	eFD ↗
2014-08-12	4	eFD ↗
2014-07-23	7	eFD ↗
2014-07-22	2	eFD ↗
2014-04-03	13	eFD ↗

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.

Disclosed transactions

430 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
2014-03-12	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2014-03-04	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2014-02-05	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2014-01-08	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-12-12	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-10-29	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-10-08	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-09-09	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-07-31	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-06-06	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-05-13	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-05-09	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-04-05	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-04-05	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-02-26	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2013-01-30	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-12-27	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-10-31	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-09-13	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-08-23	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗
2012-08-16	paper filing — needs OCR retained and counted; zero machine-readable rows	eFD ↗