Bradley Scott Schneider

Democrat — D–IL-10 · U.S. House · serving since 2013 · House Committee on Foreign Affairs, House Committee on Ways and Means · member ID S001190Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗

Disclosures: 155
Net flow · 12m: —
Distinct tickers: 55
Late filings: 26

Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 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 · 23 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Bradley Scott Schneider
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	PX	Praxair, Inc. (PX)	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation	2017-10-03	—
BUY	CIR	CIRCoR International, Inc. (CIR)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation	2014-11-14	—
BUY	HGH	HaRTFoRD FINl SVC gRP 7.875% To 4/15/22 FloaTS aFTER (HgH) Ba1/BB+ 7.875% DuE:2042-04- 15	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2014-11-24	—
MIXED	QCOM	QUAlCOMM Incorporated (QCOM) [ST]	Purchases $250K–$500K; sales $100K–$250K	1	1	$0 to $400K≈	2019-06-19	—
MIXED	TTWO	Take-Two Interactive Software, Inc. (TTWO) [ST]	Purchases $250K–$500K; sales $100K–$250K	1	1	$0 to $400K≈	2018-12-18	—
MIXED	WMT	Walmart Inc. (WMT)	Purchases $100K–$250K; sales $50K–$100K	1	1	$0 to $200K≈	2018-02-21	—
MIXED	BYI	Bally Technologies Inc. (BYI)	Purchases —; sales —	0	0	$0≈	2014-11-24	—
SELL	BECN	Beacon Roofing Supply, Inc. (BECN)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal	2014-11-03	—
SELL	X	United States Steel Corporation (X)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2017-12-29	—
MIXED	CDW	CDW Corporation (CDW) [ST]	Purchases $200K–$500K; sales $100K–$250K	2	1	−$50.0K to $400K≈	2019-03-11	—
SELL	NFLX	Netflix, Inc. (NFLX) [ST]	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2019-11-12	—
SELL	CBI	Chicago Bridge & Iron Company N.V. (CBI)	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2014-11-07	—
SELL	MFH	M Financial Holding (MFH), (Insurance, Portland, OR) [PS]	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2022-09-16	—
MIXED	PTC	PTC Inc. (PTC) [ST]	Purchases $200K–$500K; sales $150K–$350K	2	2	−$150K to $350K≈	2019-05-07	—
MIXED	AMAT	Applied Materials, Inc. (AMAT) [ST]	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2018-05-14	—
MIXED	C	Citigroup, Inc. (C)	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-02-01	—
MIXED	CCL	Carnival Corporation (CCL)	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-10-03	—
MIXED	DAL	Delta Air lines, Inc. (DAl)	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2018-01-08	—
MIXED	DXCM	DexCom, Inc. (DXCM) [ST]	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2019-06-20	—
MIXED	ENV	Envestnet, Inc (ENV) [ST]	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2018-10-19	—
MIXED	INTC	Intel Corporation (INTC)	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-12-07	—
MIXED	SU	Suncor Energy Inc. (SU)	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2017-11-16	—
MIXED	FISV	Fiserv, Inc. (FISV) [ST]	Purchases $150K–$350K; sales $150K–$350K	2	2	−$200K to $200K≈	2019-06-20	—
MIXED	BABA	Alibaba Group Holding limited American Depositary Shares each representing one Ordinary share (BABA) [ST]	Purchases $250K–$600K; sales $200K–$500K	3	2	−$250K to $400K≈	2019-06-20	—
MIXED	ATR	AptarGroup, Inc. (ATR) [ST]	Purchases $250K–$500K; sales $250K–$500K	1	1	−$250K to $250K≈	2019-03-05	—
SELL	COHR	Coherent, Inc. (COHR) [ST]	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2019-05-24	—
SELL	GOOGL	Alphabet Inc. - Class A (GOOGl) [ST]	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2019-06-20	—
SELL	ITW	Illinois Tool Works Inc. (ITW) [ST]	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2018-07-23	—
SELL	LIN	linde plc Ordinary Share (lIN) [ST]	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2019-06-20	—
SELL	MBFI	MB Financial Inc. (MBFI)	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2017-07-17	—
SELL	SCHW	Charles Schwab Corporation (SCHW)	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2017-02-08	—
SELL	ULTA	Ulta Beauty, Inc. (UlTA) [ST]	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2018-08-22	—
SELL	VMC	Vulcan Materials Company (VMC)	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2017-10-11	—
MIXED	JPM	JP Morgan Chase & Co. (JPM) [ST]	Purchases $200K–$500K; sales $200K–$500K	2	2	−$300K to $300K≈	2018-05-04	—
MIXED	LEN	lennar Corporation Class A (lEN)	Purchases $200K–$500K; sales $200K–$500K	2	2	−$300K to $300K≈	2018-03-02	—
MIXED	SAP	SAP SE ADS (SAP)	Purchases $200K–$500K; sales $250K–$500K	2	1	−$300K to $250K≈	2018-01-12	—
MIXED	TDOC	Teladoc Health, Inc. (TDOC) [ST]	Purchases $165K–$400K; sales $250K–$500K	3	1	−$335K to $150K≈	2019-06-19	—
MIXED	TXN	Texas Instruments Incorporated (TXN) [ST]	Purchases $150K–$350K; sales $200K–$500K	2	2	−$350K to $150K≈	2019-06-20	—
MIXED	RMD	ResMed Inc. (RMD) [ST]	Purchases $150K–$350K; sales $250K–$500K	2	1	−$350K to $100K≈	2019-02-05	—
MIXED	LH	laboratory Corporation of America Holdings (lH) [ST]	Purchases $350K–$750K; sales $350K–$750K	2	2	−$400K to $400K≈	2018-09-05	—
MIXED	CELG	Celgene Corporation (CELG)	Purchases $100K–$250K; sales $200K–$500K	1	2	−$400K to $50.0K≈	2017-10-23	—
MIXED	MIDD	The Middleby Corporation (MIDD) [ST]	Purchases $100K–$250K; sales $250K–$500K	1	1	−$400K to $0≈	2019-04-24	—
MIXED	DLPH	Delphi Technologies PlC Ordinary Shares (DlPH) [ST]	Purchases $165K–$400K; sales $250K–$600K	3	3	−$435K to $150K≈	2018-08-22	—
MIXED	PGR	Progressive Corporation (PGR) [ST]	Purchases $300K–$750K; sales $350K–$750K	3	2	−$450K to $400K≈	2019-06-19	—
SELL	FDX	FedEx Corporation (FDX) [ST]	Purchases —; sales $200K–$500K	0	2	−$500K to −$200K net disposal≈	2019-03-19	—
SELL	UAL	United Continental Holdings (UAl)	Purchases —; sales $200K–$500K	0	2	−$500K to −$200K net disposal≈	2017-09-22	—
SELL	AMT	american Tower Corporation (aMT)	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2017-01-09	—
SELL	TMO	Thermo Fisher Scientific Inc (TMO) [ST]	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2019-06-20	—
MIXED	TTD	The Trade Desk, Inc. - Class A (TTD) [ST]	Purchases $150K–$350K; sales $350K–$750K	2	2	−$600K to $0≈	2019-06-20	—
SELL	HD	Home Depot, Inc. (HD) [ST]	Purchases —; sales $350K–$750K	0	2	−$750K to −$350K net disposal≈	2019-06-20	—
SELL	MSFT	Microsoft Corporation (MSFT) [ST]	Purchases —; sales $350K–$750K	0	2	−$750K to −$350K net disposal≈	2019-06-20	—
SELL	AMZN	Amazon.com, Inc. (AMZN) [ST]	Purchases —; sales $500K–$1M	0	2	−$1.0M to −$500K net disposal≈	2019-06-20	—
SELL	FB	Facebook, Inc. - Class A (FB) [ST]	Purchases —; sales $500K–$1M	0	2	−$1.0M to −$500K net disposal≈	2019-06-20	—
SELL	MA	Mastercard Incorporated (MA) [ST]	Purchases —; sales $1M–$2M	0	2	−$2.0M to −$1.0M net disposal≈	2019-06-20	—
SELL	TRUP	Trupanion, Inc. (TRUP) [ST]	Purchases —; sales $1.2M–$2.5M	0	10	−$2.5M to −$1.2M net disposal≈	2021-12-10	—

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: +24dfaster than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing: 4.3above median — median 3.2
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000: 10%larger lots — median 69%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars: 41%below median — median 47%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 5%family accounts — median 97%

filings incl. 12 paper: 48distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 155 · 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: 26rows filed past the STOCK Act's 45-day window

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

Sector mix

taxonomy v1 · SIC as of 2026-09-14

Disclosed transactions by issuer sector
Sector	Trades	Flow range
services	37	$5M–$11M
manufacturing	26	$3.4M–$7.7M
finance-insurance-realestate	24	$2.8M–$6.3M
retail	10	$1.4M–$3.1M
transport-utilities	8	$800K–$2M
construction	4	$400K–$1M
mining	1	$100K–$250K
no ticker disclosed coverage	23	$1.9M–$4M
ticker not resolved to an issuer coverage	22	$1.7M–$4M

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

Serves on: House Committee on Foreign Affairs · House Committee on Ways and Means

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 110 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

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

All disclosed transactions for Bradley Scott Schneider
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	—	Questek International, LLC [PS]	—	$1K–$15K	no ticker	Traded 2025-06-09 → Filed 2025-07-02 +23d	PTR ↗
Sale	—	Questek International, LLC [PS]	—	$1K–$15K	no ticker	Traded 2024-06-09 → Filed 2025-07-01 LATE·387d	PTR ↗
Sale	—	Alliant Holdings, LP [OL]	· partial · SP (partial sale, spouse-owned)	$500K–$1M	no ticker	Traded 2025-01-24 → Filed 2025-03-05 +40d	PTR ↗
Purchase	—	Banner Fund V [OL]	· SP (spouse-owned)	$1K–$15K	no ticker	Traded 2023-06-27 → Filed 2023-07-22 +25d	PTR ↗
Purchase	—	BG One Scottsdale LLC [OL]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2023-04-14 → Filed 2023-05-02 +18d	PTR ↗
Purchase	—	MZ Knoxville SFR, LLC [OL]	· SP (spouse-owned)	$50K–$100K	no ticker	Traded 2023-04-12 → Filed 2023-05-02 +20d	PTR ↗
Purchase	—	MZ Capital Mundelein, LLC [OI]	· SP (spouse-owned)	$1K–$15K	no ticker	Traded 2022-09-20 → Filed 2022-10-14 +24d	PTR ↗
Purchase	—	MZ Capital Mundelein, LLC [OI]	—	$100K–$250K	no ticker	Traded 2022-09-20 → Filed 2022-10-14 +24d	PTR ↗
Sale	MFH	M Financial Holding (MFH), (Insurance, Portland, OR) [PS]	—	$50K–$100K		Traded 2022-09-16 → Filed 2022-10-14 +28d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· SP (spouse-owned)	$15K–$50K		Traded 2021-12-07 → Filed 2022-08-13 LATE·249d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · SP (partial sale, spouse-owned)	$50K–$100K		Traded 2021-02-08 → Filed 2022-08-13 LATE·551d	PTR ↗
Exchange	TRUP	Trupanion, Inc. (TRUP) [ST]	· JT (jointly owned)	$50K–$100K		Traded 2021-12-10 → Filed 2022-03-17 LATE·97d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · JT (partial sale, jointly owned)	$50K–$100K		Traded 2021-12-10 → Filed 2022-03-17 LATE·97d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · SP (partial sale, spouse-owned)	$100K–$250K		Traded 2020-12-17 → Filed 2020-12-18 +1d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · JT (partial sale, jointly owned)	$100K–$250K		Traded 2020-12-17 → Filed 2020-12-18 +1d	PTR ↗
Sale	—	Alliant Holdings, LP [PS]	· partial · SP (partial sale, spouse-owned)	$500K–$1M	no ticker	Traded 2020-12-09 → Filed 2020-12-18 +9d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · SP (partial sale, spouse-owned)	$250K–$500K		Traded 2020-08-12 → Filed 2020-12-18 LATE·128d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · JT (partial sale, jointly owned)	$250K–$500K		Traded 2020-08-12 → Filed 2020-12-18 LATE·128d	PTR ↗
Sale	—	Alliant Holdings, LP [PS]	· partial (partial sale)	$500K–$1M	no ticker	Traded 2020-12-09 → Filed 2020-12-09 +0d	PTR ↗
Sale	TRUP	Trupanion, Inc. (TRUP) [ST]	· partial · JT (partial sale, jointly owned)	$250K–$500K		Traded 2020-08-12 → Filed 2020-12-09 LATE·119d	PTR ↗
Sale	NFLX	Netflix, Inc. (NFLX) [ST]	· JT (jointly owned)	$15K–$50K		Traded 2019-11-12 → Filed 2019-12-21 +39d	PTR ↗
Exchange	LIN	linde plc Ordinary Share (lIN) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2018-10-22 → Filed 2019-08-04 LATE·286d	PTR ↗
Sale	DXCM	DexCom, Inc. (DXCM) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	MSFT	Microsoft Corporation (MSFT) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	AMZN	Amazon.com, Inc. (AMZN) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	BABA	Alibaba Group Holding limited American Depositary Shares each representing one Ordinary share (BABA) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	TMO	Thermo Fisher Scientific Inc (TMO) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	GOOGL	Alphabet Inc. - Class A (GOOGl) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	HD	Home Depot, Inc. (HD) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	TTD	The Trade Desk, Inc. - Class A (TTD) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	FISV	Fiserv, Inc. (FISV) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	MA	Mastercard Incorporated (MA) [ST]	· SP (spouse-owned)	$500K–$1M		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	FB	Facebook, Inc. - Class A (FB) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	LIN	linde plc Ordinary Share (lIN) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	TXN	Texas Instruments Incorporated (TXN) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-20 → Filed 2019-06-21 +1d	PTR ↗
Sale	TDOC	Teladoc Health, Inc. (TDOC) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	HD	Home Depot, Inc. (HD) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	PGR	Progressive Corporation (PGR) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	FISV	Fiserv, Inc. (FISV) [ST]	· SP (spouse-owned)	$50K–$100K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	MA	Mastercard Incorporated (MA) [ST]	· SP (spouse-owned)	$500K–$1M		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	TTD	The Trade Desk, Inc. - Class A (TTD) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	AMZN	Amazon.com, Inc. (AMZN) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	FB	Facebook, Inc. - Class A (FB) [ST]	· SP (spouse-owned)	$250K–$500K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	QCOM	QUAlCOMM Incorporated (QCOM) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Sale	MSFT	Microsoft Corporation (MSFT) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-06-19 → Filed 2019-06-21 +2d	PTR ↗
Purchase	PGR	Progressive Corporation (PGR) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-05-24 → Filed 2019-06-21 +28d	PTR ↗
Purchase	FISV	Fiserv, Inc. (FISV) [ST]	· SP (spouse-owned)	$50K–$100K		Traded 2019-05-24 → Filed 2019-06-21 +28d	PTR ↗
Sale	COHR	Coherent, Inc. (COHR) [ST]	· SP (spouse-owned)	$100K–$250K		Traded 2019-05-24 → Filed 2019-06-21 +28d	PTR ↗
Sale	PTC	PTC Inc. (PTC) [ST]	· SP (spouse-owned)	$50K–$100K		Traded 2019-05-07 → Filed 2019-06-21 +45d	PTR ↗
Purchase	TDOC	Teladoc Health, Inc. (TDOC) [ST]	· SP (spouse-owned)	$50K–$100K		Traded 2019-05-07 → Filed 2019-06-21 +45d	PTR ↗

Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2025-07-02	1	PTR ↗
2025-07-01	1	PTR ↗
2025-03-05	1	PTR ↗
2023-07-22	1	PTR ↗
2023-05-02	2	PTR ↗
2022-10-14	3	PTR ↗
2022-08-13	2	PTR ↗
2022-03-17	2	PTR ↗
2020-12-18	1	PTR ↗
2020-12-18	3	PTR ↗
2020-12-18	1	PTR ↗
2020-12-09	2	PTR ↗
2019-12-21	1	PTR ↗
2019-08-04	1	PTR ↗
2019-06-21	28	PTR ↗
2019-06-17	2	PTR ↗
2019-05-26	2	PTR ↗
2019-04-06	8	PTR ↗
2019-02-17	3	PTR ↗
2019-01-01	2	PTR ↗
2018-11-20	3	PTR ↗
2018-10-08	11	PTR ↗
2018-08-09	3	PTR ↗
2018-07-15	5	PTR ↗
2018-06-10	4	PTR ↗
2018-03-31	4	PTR ↗
2018-02-15	4	PTR ↗
2017-12-31	4	PTR ↗
2017-11-23	7	PTR ↗
2017-10-29	11	PTR ↗
2017-09-24	5	PTR ↗
2017-08-21	2	PTR ↗
2017-08-20	1	PTR ↗
2017-03-25	3	PTR ↗
2017-02-20	7	PTR ↗
2014-12-15	14	PTR ↗

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

155 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
2014-11-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-10-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-09-15	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-08-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-08-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-07-08	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-06-10	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-05-13	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-04-10	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-03-12	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-02-12	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗
2014-01-14	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗