123 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: purchases $16K–$65K, sales $15K–$50K; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: purchases $221K–$865K, no sales; 26Q2: purchases $246K–$940K, sales $35K–$175K; 26Q3: purchases $80K–$325K, sales $36K–$190K
| 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 | ET | Energy Transfer LP Common Units (ET) [ST] | Purchases $165K–$400K; sales — | 3 | 0 | $165K to $400K net accumulation | 2023-03-13 | — |
| BUY | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation | 2026-06-02 | — |
| BUY | GLW | Corning Incorporated Common Stock (GLW) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2026-03-19 | — |
| BUY | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2026-03-19 | — |
| BUY | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2026-08-19 | — |
| BUY | RH | RH Common Stock (RH) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2026-03-19 | — |
| BUY | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | Purchases $21K–$140K; sales — | 7 | 0 | $21.0K to $140K net accumulation≈ | 2026-06-04 | — |
| BUY | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2026-08-07 | — |
| BUY | BA | Boeing Company (BA) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-03-19 | — |
| BUY | C | Citigroup, Inc. Common Stock (C) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-03-19 | — |
| BUY | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-03-19 | — |
| BUY | DDOG | Datadog, Inc. - Class A Common Stock (DDOG) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-05-19 | — |
| BUY | FDX | FedEx Corporation Common Stock (FDX) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-03-25 | — |
| BUY | VOYG | Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2026-06-15 | — |
| BUY | DTM | DT Midstream, Inc. Common Stock (DTM) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2024-05-01 | — |
| BUY | HON | Honeywell International Inc. (HON) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-03-24 | — |
| BUY | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-04-06 | — |
| BUY | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-04-17 | — |
| BUY | OXY | Occidental Petroleum Corporation Common Stock (OXY) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2024-10-25 | — |
| BUY | ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-03-19 | — |
| BUY | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | Purchases $52K–$130K; sales $15K–$50K | 3 | 1 | $2.0K to $115K net accumulation≈ | 2026-06-02 | — |
| BUY | AR | Antero Resources Corporation Common Stock (AR) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-10-31 | — |
| BUY | PTON | Peloton Interactive, Inc. - Common Stock (PTON) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-03-19 | — |
| BUY | SPCX | Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-08-12 | — |
| BUY | URI | United Rentals, Inc. Common Stock (URI) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-04-24 | — |
| BUY | GE | GE Aerospace Common Stock (GE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-03-24 | — |
| BUY | NVR | NVR, Inc. Common Stock (NVR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-03-19 | — |
| BUY | RSP | Invesco S&P 500 Equal Weight ETF (RSP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-04-13 | — |
| BUY | VG | Venture Global, Inc. Class A common stock (VG) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-03-19 | — |
| MIXED | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | Purchases $30K–$100K; sales $2K–$30K | 2 | 2 | $0 to $98.0K≈ | 2026-08-24 | — |
| MIXED | CANO | Cano Health, Inc. Class A (CANO) [ST] | Purchases —; sales — | 0 | 0 | $0≈ | 2023-02-20 | — |
| MIXED | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2026-06-04 | — |
| MIXED | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Purchases $16K–$65K; sales $2K–$30K | 2 | 2 | −$14.0K to $63.0K≈ | 2026-08-19 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $16K–$65K; sales $2K–$30K | 2 | 2 | −$14.0K to $63.0K≈ | 2026-05-12 | — |
| MIXED | WHR | Whirlpool Corporation Common Stock (WHR) [ST] | Purchases $16K–$65K; sales $2K–$30K | 2 | 2 | −$14.0K to $63.0K≈ | 2026-05-11 | — |
| MIXED | MRNA | Moderna, Inc. - Common Stock (MRNA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-08-19 | — |
| SELL | IYY | iShares Dow Jones U.S. ETF (IYY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-13 | — |
| MIXED | CB | Chubb Limited Common Stock (CB) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2026-08-19 | — |
| SELL | IWD | iShares Russell 1000 Value ETF (IWD) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-04-13 | — |
| MIXED | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2026-04-17 | — |
| MIXED | CWEN | Clearway Energy, Inc. Class C Common Stock (CWEN) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-10-25 | — |
| MIXED | NFE | New Fortress Energy Inc. - Class A Common Stock (NFE) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2024-05-01 | — |
| MIXED | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2026-07-28 | — |
| MIXED | CIVI | Civitas Resources, Inc. Common Stock (CIVI) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-04-08 | — |
| SELL | OKE | ONEOK, Inc. (OKE) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-05-16 | — |
| SELL | NEP | NextEra Energy Partners, LP Common Units representing limited partner interests (NEP) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2023-10-24 | — |
| SELL | LNG | Cheniere Energy, Inc. (LNG) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2023-05-16 | — |
| SELL | TYG | Tortoise Energy Infrastructure Corporation (TYG) [ST] | Purchases —; sales $165K–$400K | 0 | 3 | −$400K to −$165K net disposal | 2023-03-13 | — |
filings incl. 0 paper: 25distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 123 · disclosed flow · trailing 12m: $618K–$2.5Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +28dmedian days between trade date and filing date, over rows that disclose both · late filings: 6rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 39 | $340K–$1.3M |
| transport-utilities | 20 | $343K–$1M |
| finance-insurance-realestate | 10 | $94K–$360K |
| services | 9 | $65K–$275K |
| retail | 7 | $63K–$245K |
| mining | 3 | $17K–$80K |
| construction | 1 | $1K–$15K |
| no ticker disclosed coverage | 18 | $3.8M–$7.7M |
| ticker not resolved to an issuer coverage | 13 | $318K–$820K |
| issuer has no SIC on record coverage | 3 | $165K–$400K |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-09-09 | CB | Sale | $15K–$50K | |
| 2026-09-09 | MRK | Purchase | $15K–$50K | |
| 2026-09-09 | MRK | Purchase | $15K–$50K | |
| 2026-08-07 | CARR | Sale | $15K–$50K | |
| 2026-08-07 | BRK.B | Purchase | $15K–$50K |
Serves on: House Committee on Financial Services · House Committee on Foreign Affairs
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-08-19 | CB | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-07-01 | CB | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-07-01 | CB | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-06-04 | UNH | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-04-22 | UNH | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-04-22 | UNH | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-03-19 | C | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-03-19 | C | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-03-19 | GS | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-03-19 | GS | finance-insurance-realestate | House Committee on Financial Services |
| 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 |
|---|---|---|---|---|---|---|---|
| Sale | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +16d | ||
| Sale | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +16d | ||
| Sale | CB | Chubb Limited Common Stock (CB) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Purchase | MRNA | Moderna, Inc. - Common Stock (MRNA) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Purchase | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Purchase | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Sale | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | — | $1K–$15K | Traded → Filed +21d | ||
| Sale | MRNA | Moderna, Inc. - Common Stock (MRNA) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +21d | ||
| Purchase | SPCX | Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Purchase | SPCX | Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Purchase | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | — | $1K–$15K | Traded → Filed +33d | ||
| Sale | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | — | $15K–$50K | Traded → Filed +10d | ||
| Sale | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Purchase | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Purchase | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | — | $15K–$50K | Traded → Filed +10d | ||
| Purchase | CB | Chubb Limited Common Stock (CB) [ST] | — | $15K–$50K | Traded → Filed +37d | ||
| Purchase | CB | Chubb Limited Common Stock (CB) [ST] | — | $15K–$50K | Traded → Filed +37d | ||
| Purchase | VOYG | Voyager Technologies, Inc. Class A Common Stock (VOYG) [ST] | — | $15K–$50K | Traded → Filed +22d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $15K–$50K | Traded → Filed +33d | ||
| Sale | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | — | $1K–$15K | Traded → Filed +33d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $1K–$15K | Traded → Filed +33d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $1K–$15K | Traded → Filed +34d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $1K–$15K | Traded → Filed +34d | ||
| Sale | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | — | $15K–$50K | Traded → Filed +35d | ||
| Purchase | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | — | $15K–$50K | Traded → Filed +35d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $1K–$15K | Traded → Filed +35d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $1K–$15K | Traded → Filed +35d | ||
| Purchase | BEP | Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) [ST] | — | $1K–$15K | Traded → Filed +10d | ||
| Purchase | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | — | $15K–$50K | Traded → Filed +18d | ||
| Purchase | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | — | $15K–$50K | Traded → Filed +18d | ||
| Purchase | DDOG | Datadog, Inc. - Class A Common Stock (DDOG) [ST] | — | $15K–$50K | Traded → Filed +20d | ||
| Purchase | DDOG | Datadog, Inc. - Class A Common Stock (DDOG) [ST] | — | $1K–$15K | Traded → Filed +20d | ||
| Purchase | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | — | $15K–$50K | Traded → Filed +26d | ||
| Purchase | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | — | $1K–$15K | Traded → Filed +26d | ||
| Purchase | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | — | $1K–$15K | Traded → Filed +27d | ||
| Sale | SHW | Sherwin-Williams Company (SHW) [ST] | — | $1K–$15K | Traded → Filed +27d | ||
| Sale | SHW | Sherwin-Williams Company (SHW) [ST] | — | $1K–$15K | Traded → Filed +27d | ||
| Purchase | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | WHR | Whirlpool Corporation Common Stock (WHR) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Sale | WHR | Whirlpool Corporation Common Stock (WHR) [ST] | — | $1K–$15K | Traded → Filed +28d | ||
| Purchase | BIIB | Biogen Inc. - Common Stock (BIIB) [ST] | — | $50K–$100K | Traded → Filed +28d | ||
| Purchase | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | — | $1K–$15K | Traded → Filed +7d | ||
| Purchase | CARR | Carrier Global Corporation Common Stock (CARR) [ST] | — | $15K–$50K | Traded → Filed +7d | ||
| Purchase | URI | United Rentals, Inc. Common Stock (URI) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Purchase | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | — | $1K–$15K | Traded → Filed +16d | ||
| Purchase | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | — | $1K–$15K | Traded → Filed +16d | ||
| Purchase | SHW | Sherwin-Williams Company (SHW) [ST] | — | $15K–$50K | Traded → Filed +18d | ||
| Purchase | SHW | Sherwin-Williams Company (SHW) [ST] | — | $1K–$15K | Traded → Filed +18d | ||
| Sale | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | — | $15K–$50K | Traded → Filed +21d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-09 | 12 | |
| 2026-08-07 | 6 | |
| 2026-07-07 | 10 | |
| 2026-06-08 | 14 | |
| 2026-05-08 | 12 | |
| 2026-04-21 | 25 | |
| 2024-11-11 | 3 | |
| 2024-09-11 | 1 | |
| 2024-06-10 | 2 | |
| 2024-05-08 | 2 | |
| 2024-03-10 | 2 | |
| 2024-02-08 | 1 | |
| 2024-01-12 | 2 | |
| 2023-11-08 | 3 | |
| 2023-10-04 | 2 | |
| 2023-06-13 | 2 | |
| 2023-05-31 | 5 | |
| 2023-04-25 | 7 | |
| 2023-03-20 | 3 | |
| 2023-02-15 | 3 | |
| 2023-01-15 | 2 | |
| 2022-12-15 | 1 | |
| 2022-10-14 | 1 | |
| 2022-07-22 | 1 | |
| 2022-06-10 | 1 |
| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| MRK | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-09 | $15.0K–$50.0K | |
| MRNA | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-09 | $1.0K–$15.0K | |
| SPCX | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-09-09 | $1.0K–$15.0K | |
| CB | S-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied | 2026-09-09 | $15.0K–$50.0K | |
| CB | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-07 | $15.0K–$50.0K | |
| BRK.B | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-07 | $1.0K–$15.0K | |
| CB | S-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied | 2026-08-07 | $15.0K–$50.0K | |
| CB | S-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied | 2026-08-07 | $15.0K–$50.0K | |
| UNH | S-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied | 2026-07-07 | $1.0K–$15.0K |
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding.
PLANNED annual holdings · 13F overlap
| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| BEP | 7 | $21K–$140K§ | 2026-06 |
| BIIB | 4 | $67K–$180K§ | 2026-06 |
| CARR | 4 | $32K–$130K§ | 2026-07 |
| IBM | 4 | $32K–$130K§ | 2026-08 |
| QCOM | 4 | $18K–$95K§ | 2026-08 |
| SHW | 4 | $18K–$95K§ | 2026-05 |
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.