Disclosed transactions
756 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Thomas R. Suozzi
Democrat — D–NY-3 · U.S. House · serving since 2017 · House Committee on Ways and Means, House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party · member ID S001201Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 756 26 filings · 3 paper · retained
- Net flow · 12m
- −$159K to $436K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 180 across every disclosed row
- Late filings
- 654 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 ranges24Q4
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 · 6 rows with no parseable trade date excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $17K–$80K, sales $35K–$175K; 25Q1: no purchases, sales $15K–$50K; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: purchases $90K–$300K, sales $18K–$95K; 26Q1: purchases $15K–$50K, sales $61K–$215K; 26Q2: purchases $46K–$165K, 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 · 36 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| 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 | GNRC | Generac Holdlings Inc. (GNRC) [ST] | Purchases $45K–$150K; sales $1K–$15K | 3 | 1 | $30.0K to $149K net accumulation | 2022-11-15 | — |
| BUY | FINX | global X FinTech ETF (FINX) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2021-11-04 | — |
| BUY | DPZ | Domino's Pizza Inc (DPZ) [ST] | Purchases $50K–$100K; sales $2K–$30K | 1 | 2 | $20.0K to $98.0K net accumulation≈ | 2021-06-04 | — |
| BUY | GFS | GlobalFoundries Inc. - Ordinary Share (GFS) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-03-04 | — |
| BUY | MP | MP Materials Corp. (MP) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-05-05 | — |
| BUY | MRVL | Marvell Technology, Inc. (MRVL) [ST] | Purchases $33K–$145K; sales $2K–$30K | 5 | 2 | $3.0K to $143K net accumulation≈ | 2021-06-09 | — |
| BUY | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-05-16 | — |
| BUY | JMP | JMP Group LLC Common Shares (JMP) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2020-03-10 | — |
| BUY | BYND | beyond Meat, Inc. - Common stock (bYND) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2019-09-24 | — |
| BUY | CRWD | CrowdStrike Holdings, Inc. - Class A (CRWD) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2019-12-02 | — |
| BUY | JAZZ | Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-10-19 | — |
| BUY | KO | Coca-Cola Company (KO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-17 | — |
| MIXED | MS | Morgan Stanley (MS) [ST] | Purchases $100K–$250K; sales $50K–$100K | 1 | 1 | $0 to $200K≈ | 2022-01-07 | — |
| MIXED | UPST | Upstart Holdings, Inc. - Common stock (UPST) [ST] | Purchases $30K–$100K; sales $2K–$30K | 2 | 2 | $0 to $98.0K≈ | 2022-05-16 | — |
| MIXED | AFRM | Affirm Holdings, Inc. - Class A (AFRM) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2022-03-04 | — |
| MIXED | DWDP | DowDuPont Inc. (DWDP) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2019-03-29 | — |
| MIXED | BAF | blackRock Municipal Income Investment Quality Trust (bAF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-07-24 | — |
| MIXED | CTLT | Catalent, Inc. (CTLT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-06-03 | — |
| MIXED | CYBR | CyberArk Software Ltd. - Ordinary Shares (CYbR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-02-24 | — |
| MIXED | D | Dominion Energy, Inc. (D) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-06-27 | — |
| MIXED | DAL | Delta Air Lines, Inc. (DAL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-05-04 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-05-11 | — |
| MIXED | ECA | Encana Corporation (ECA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-11-18 | — |
| MIXED | ED | Consolidated Edison, Inc. (ED) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-07-05 | — |
| MIXED | FEYE | FireEye, Inc. (FEYE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-02-25 | — |
| MIXED | FNMA | Federal National Mortgage Association (FNMA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-05-11 | — |
| MIXED | IPGP | IPg Photonics Corporation (IPgP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-06-03 | — |
| MIXED | IPHI | Inphi Corporation (IPHI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-11-19 | — |
| MIXED | JCI | Johnson Controls International plc Ordinary Share (JCI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-12-06 | — |
| MIXED | LYFT | Lyft, Inc. - Class A (LYFT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-08-05 | — |
| MIXED | MAR | Marriott International - Class A (MAR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-21 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-01-14 | — |
| MIXED | MNK | Mallinckrodt plc Ordinary Shares (MNK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-09-05 | — |
| MIXED | PFE | Pfizer, Inc. (PFE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-04-08 | — |
| MIXED | PG | Procter & gamble Company (Pg) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-07-24 | — |
| MIXED | PNR | Pentair plc. Ordinary Share (PNR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-09-05 | — |
| MIXED | PPL | PPL Corporation (PPL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-04-30 | — |
| MIXED | TEL | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-01-14 | — |
| MIXED | TGT | Target Corporation (TgT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-09-05 | — |
| MIXED | TOT | Total SE (TOT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-09-05 | — |
| MIXED | XON | Intrexon Corporation (XON) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-12-14 | — |
| MIXED | ZI | ZoomInfo Technologies Inc. - Class A (ZI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-07-31 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $15K–$50K; sales $2K–$30K | 1 | 2 | −$15.0K to $48.0K≈ | 2019-02-21 | — |
| SELL | INPAP | INTL PAPER CO 4 C PR (INPAP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-10-14 | — |
| SELL | IXP | iShares global Comm Services ETF (IXP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-01-24 | — |
| SELL | MO | Altria group, Inc. (MO) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-10-01 | — |
| SELL | OCLCF | Oracle Corporation Ordinary Shares (OCLCF) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-10-21 | — |
| SELL | ORCL | Oracle Corporation (ORCL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-10-21 | — |
| SELL | WY.Z | Weyerhaeuser Company Common Stock When Distibuted (WY.Z) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-10-24 | — |
| SELL | XRT | SPDR S&P Retail ETF (XRT) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-03 | — |
| MIXED | MLM | Martin Marietta Materials, Inc. (MLM) [ST] | Purchases $80K–$200K; sales $50K–$100K | 3 | 1 | −$20.0K to $150K≈ | 2018-11-07 | — |
| MIXED | COP | ConocoPhillips (COP) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-11-18 | — |
| MIXED | MET | MetLife, Inc. (MET) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-02-25 | — |
| MIXED | XOM | Exxon Mobil Corporation (XOM) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-07-25 | — |
| MIXED | IBM | International business Machines Corporation (IbM) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2019-01-24 | — |
| MIXED | PCG | Pacific gas & Electric Co. (PCg) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2019-01-07 | — |
| SELL | CME | CME Group Inc. - Class A (CME) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-01-05 | — |
| SELL | CTVA | Corteva, Inc. (CTVA) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-08-23 | — |
| SELL | CVX | Chevron Corporation (CVX) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-10-21 | — |
| SELL | DFS | Discover Financial Services (DFS) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-01-05 | — |
| SELL | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2019-10-21 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $67K–$180K; sales $30K–$100K | 4 | 2 | −$33.0K to $150K≈ | 2021-11-24 | — |
| MIXED | AXP | American Express Company (AXP) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2020-05-05 | — |
| MIXED | CHGG | Chegg, Inc. (CHgg) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2020-09-01 | — |
| MIXED | DXCM | DexCom, Inc. (DXCM) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2021-06-03 | — |
| MIXED | NIO | NIO Inc. American depositary shares, each representing one Class A ordinary share (NIO) [ST] | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2021-05-20 | — |
| MIXED | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Purchases $65K–$150K; sales $30K–$100K | 2 | 2 | −$35.0K to $120K≈ | 2022-03-04 | — |
| MIXED | ARKK | ARK Innovation ETF (ARKK) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-05-20 | — |
| MIXED | AZN | AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-02-24 | — |
| MIXED | CCL | Carnival Corporation (CCL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-05-20 | — |
| MIXED | CIBR | First Trust NASDAQ Cybersecurity ETF (CIbR) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-09-20 | — |
| MIXED | DE | Deere & Company (DE) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-06-06 | — |
| MIXED | FUBO | fuboTV Inc. (FUbO) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-11-18 | — |
| MIXED | HAL | Halliburton Company (HAL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-11-18 | — |
| MIXED | JETS | U.S. global Jets ETF (JETS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-01-15 | — |
| MIXED | LI | Li Auto Inc. - American Depositary Shares (LI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-01-07 | — |
| MIXED | LUV | Southwest Airlines Company (LUV) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-05-20 | — |
| MIXED | LYV | Live Nation Entertainment, Inc. (LYV) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-02-10 | — |
| MIXED | MCD | McDonald's Corporation (MCD) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-01-29 | — |
| MIXED | MGM | MgM Resorts International (MgM) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-09-17 | — |
| MIXED | MU | Micron Technology, Inc. (MU) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2019-04-08 | — |
| MIXED | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-02-10 | — |
| MIXED | NYCB | New York Community bancorp, Inc. (NYCb) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2017-09-05 | — |
| MIXED | PEJ | Invesco Dynamic leisure and Entertainment ETF (PEJ) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-09-17 | — |
| MIXED | PINS | Pinterest, Inc. Class A (PINS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-11-16 | — |
| MIXED | QS | QuantumScape Corporation Class A (QS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-02-24 | — |
| MIXED | SLB | Schlumberger N.V. (Slb) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-07 | — |
| MIXED | SYY | Sysco Corporation (SYY) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-07 | — |
| MIXED | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-10-06 | — |
| MIXED | UBER | Uber Technologies, Inc. (UbER) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-05-20 | — |
| MIXED | WKHS | Workhorse group, Inc. (WKHS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-10-05 | — |
| MIXED | ZS | Zscaler, Inc. (ZS) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2021-01-06 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $32K–$130K; sales $5K–$75K | 4 | 5 | −$43.0K to $125K≈ | 2021-06-04 | — |
| MIXED | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2025-10-14 | — |
| MIXED | TREE | LendingTree, Inc. (TREE) [ST] | Purchases $32K–$130K; sales $17K–$80K | 4 | 3 | −$48.0K to $113K≈ | 2021-05-05 | — |
| MIXED | F | Ford Motor Company (F) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2021-10-06 | — |
| MIXED | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2022-01-07 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2019-06-18 | — |
| MIXED | BWA | borgWarner Inc. (bWA) [ST] | Purchases $65K–$150K; sales $51K–$115K | 2 | 2 | −$50.0K to $99.0K≈ | 2021-08-26 | — |
| MIXED | BBH | VanEck Biotech ETF (BBH) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-03-04 | — |
| MIXED | BK | The bank of New York Mellon Corporation (bK) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-11-10 | — |
| MIXED | CG | The Carlyle group Inc. (Cg) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-11-18 | — |
| MIXED | CRSP | CRISPR Therapeutics Ag - Common Shares (CRSP) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-09-20 | — |
| MIXED | DG | Dollar general Corporation (Dg) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2022-01-07 | — |
| MIXED | FBND | Fidelity Total bond ETF (FbND) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-10-06 | — |
| MIXED | MUB | iShares National Muni bond ETF (Mub) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-10-06 | — |
| MIXED | PTC | PTC Inc. (PTC) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-06-03 | — |
| MIXED | QCOM | QUALCOMM Incorporated (QCOM) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-06-02 | — |
| MIXED | TSLA | Tesla, Inc. (TSLA) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-04-07 | — |
| MIXED | XLRE | Real Estate Select Sector SPDR Fund (XLRE) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2021-08-16 | — |
| SELL | CMP | Compass Minerals Intl Inc (CMP) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2017-01-05 | — |
| SELL | ESRX | Express Scripts Holding Company (ESRX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2017-01-05 | — |
| SELL | GIC | Global Industrial Company Common Stock (GIC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-31 | — |
| SELL | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2026-02-18 | — |
| MIXED | RH | RH (RH) [ST] | Purchases $45K–$150K; sales $50K–$100K | 3 | 1 | −$55.0K to $100K≈ | 2022-05-05 | — |
| MIXED | TXN | Texas Instruments Incorporated (TXN) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2019-06-18 | — |
| MIXED | LLY | Eli Lilly and Company (LLY) [ST] | Purchases $51K–$115K; sales $31K–$115K | 2 | 3 | −$64.0K to $84.0K≈ | 2021-05-05 | — |
| MIXED | WCLD | WisdomTree Cloud Computing Fund (WClD) [ST] | Purchases $51K–$115K; sales $51K–$115K | 2 | 2 | −$64.0K to $64.0K≈ | 2021-09-20 | — |
| MIXED | C | Citigroup, Inc. (C) [ST] | Purchases $16K–$65K; sales $17K–$80K | 2 | 3 | −$64.0K to $48.0K≈ | 2019-01-25 | — |
| MIXED | GLW | Corning Incorporated Common Stock (GLW) [ST] | Purchases $65K–$275K; sales $32K–$130K | 9 | 4 | −$65.0K to $243K≈ | 2024-10-24 | — |
| MIXED | DOW | Dow Inc. (DOW) [ST] | Purchases $15K–$50K; sales $17K–$80K | 1 | 3 | −$65.0K to $33.0K≈ | 2022-01-07 | — |
| MIXED | SPLK | Splunk Inc. (SPLK) [ST] | Purchases $15K–$50K; sales $17K–$80K | 1 | 3 | −$65.0K to $33.0K≈ | 2021-12-28 | — |
| MIXED | CAT | Caterpillar, Inc. (CAT) [ST] | Purchases $62K–$230K; sales $32K–$130K | 6 | 4 | −$68.0K to $198K≈ | 2020-04-14 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $31K–$115K; sales $30K–$100K | 3 | 2 | −$69.0K to $85.0K≈ | 2021-06-04 | — |
| MIXED | HFC | HollyFrontier Corporation (HFC) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2020-08-03 | — |
| MIXED | CSCO | Cisco Systems, Inc. (CSCO) [ST] | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2020-02-13 | — |
| SELL | BLK | blackRock, Inc. (bLK) [ST] | Purchases $1K–$15K; sales $17K–$80K | 1 | 3 | −$79.0K to −$2.0K net disposal≈ | 2019-10-17 | — |
| MIXED | CCK | Crown Holdings, Inc. (CCK) [ST] | Purchases $100K–$200K; sales $47K–$180K | 2 | 5 | −$80.0K to $153K≈ | 2019-10-17 | — |
| MIXED | DD | DuPont de Nemours, Inc. (DD) [ST] | Purchases $15K–$50K; sales $18K–$95K | 1 | 4 | −$80.0K to $32.0K≈ | 2020-04-29 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2019-11-18 | — |
| MIXED | RBLX | Roblox Corporation Class A (RBLX) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2021-06-30 | — |
| MIXED | SOLO | Electrameccanica Vehicles Corp. Ltd. (SOLO) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2021-02-16 | — |
| MIXED | IBUY | Amplify ETF Trust Amplify Online Retail ETF (IbUY) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2021-08-16 | — |
| MIXED | AI | C3.ai, Inc. Class A (AI) [ST] | Purchases $61K–$215K; sales $65K–$150K | 5 | 2 | −$89.0K to $150K≈ | 2021-06-09 | — |
| MIXED | VZ | Verizon Communications Inc. (VZ) [ST] | Purchases $4K–$60K; sales $18K–$95K | 4 | 4 | −$91.0K to $42.0K≈ | 2022-11-10 | — |
| MIXED | INTC | Intel Corporation (INTC) [ST] | Purchases $17K–$80K; sales $19K–$110K | 3 | 5 | −$93.0K to $61.0K≈ | 2019-06-18 | — |
| MIXED | GE | general Electric Company (gE) [ST] | Purchases $16K–$65K; sales $19K–$110K | 2 | 5 | −$94.0K to $46.0K≈ | 2021-10-06 | — |
| MIXED | LRNZ | TrueShares Technology, AI & Deep Learning ETF (LRNZ) [ST] | Purchases $16K–$65K; sales $31K–$115K | 2 | 3 | −$99.0K to $34.0K≈ | 2021-10-06 | — |
| SELL | LOW | Lowe's Companies, Inc. (LOW) [ST] | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2020-08-25 | — |
| MIXED | REGN | Regeneron Pharmaceuticals, Inc. (REgN) [ST] | Purchases $65K–$150K; sales $66K–$165K | 2 | 3 | −$100K to $84.0K≈ | 2019-09-16 | — |
| MIXED | PPG | PPG Industries, Inc. (PPG) [ST] | Purchases $50K–$100K; sales $45K–$150K | 1 | 3 | −$100K to $55.0K≈ | 2022-05-05 | — |
| MIXED | ALL | Allstate Corporation (ALL) [ST] | Purchases $30K–$100K; sales $52K–$130K | 2 | 3 | −$100K to $48.0K≈ | 2022-11-29 | — |
| SELL | ABC | AmerisourceBergen Corporation (ABC) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2020-01-01 | — |
| SELL | BIDU | Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | CERN | Cerner Corporation (CERN) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | COO | The Cooper Companies, Inc. (COO) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | EBAY | eBay Inc. (EBAY) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | FB | Facebook, Inc. - Class A (FB) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | GOOGL | Alphabet Inc. - Class A (GOOGL) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | KMX | CarMax Inc (KMX) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | PCLN | The Priceline Group Inc. (PCLN) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2017-01-05 | — |
| SELL | MA | Mastercard Incorporated (MA) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2017-01-05 | — |
| SELL | TWX | Time Warner Inc. New (TWX) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2017-01-05 | — |
| MIXED | DVN | Devon Energy Corporation (DVN) [ST] | Purchases $16K–$65K; sales $32K–$130K | 2 | 4 | −$114K to $33.0K≈ | 2021-06-04 | — |
| MIXED | WM | Waste Management, Inc. (WM) [ST] | Purchases $16K–$65K; sales $52K–$130K | 2 | 3 | −$114K to $13.0K≈ | 2021-06-03 | — |
| MIXED | SUP | Superior Industries International, Inc. Common Stock (SUP) [ST] | Purchases $87K–$305K; sales $49K–$210K | 10 | 7 | −$123K to $256K≈ | 2019-03-29 | — |
| MIXED | CTRL | Control4 Corporation (CTRL) [ST] | Purchases $37K–$205K; sales $54K–$160K | 9 | 5 | −$123K to $151K≈ | 2019-05-23 | — |
| MIXED | WMT | Walmart Inc. Common Stock (WMT) [ST] | Purchases $31K–$115K; sales $34K–$160K | 3 | 6 | −$129K to $81.0K≈ | 2025-10-14 | — |
| MIXED | GM | General Motors Company (GM) [ST] | Purchases $48K–$195K; sales $47K–$180K | 6 | 5 | −$132K to $148K≈ | 2022-03-04 | — |
| MIXED | SPOT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Purchases $67K–$180K; sales $100K–$200K | 4 | 2 | −$133K to $80.0K≈ | 2021-12-28 | — |
| MIXED | WGO | Winnebago Industries, Inc. (WgO) [ST] | Purchases $81K–$215K; sales $81K–$215K | 4 | 4 | −$134K to $134K≈ | 2019-04-08 | — |
| MIXED | IP | International Paper Company (IP) [ST] | Purchases $98K–$295K; sales $83K–$245K | 7 | 6 | −$147K to $212K≈ | 2021-06-04 | — |
| MIXED | HSIC | Henry Schein, Inc. (HSIC) [ST] | Purchases $15K–$50K; sales $46K–$165K | 1 | 4 | −$150K to $4.0K≈ | 2018-04-17 | — |
| MIXED | CVS | CVS Health Corporation Common Stock (CVS) [ST] | Purchases $33K–$145K; sales $48K–$195K | 5 | 6 | −$162K to $97.0K≈ | 2024-10-24 | — |
| MIXED | BA | Boeing Company (BA) [ST] | Purchases $93K–$345K; sales $64K–$260K | 9 | 8 | −$167K to $281K≈ | 2024-10-24 | — |
| MIXED | SQ | Block, Inc. Class A Common Stock, (SQ) [ST] | Purchases $82K–$230K; sales $95K–$250K | 5 | 4 | −$168K to $135K≈ | 2022-05-05 | — |
| MIXED | WY | Weyerhaeuser Company Common Stock (WY) [ST] | Purchases $131K–$315K; sales $131K–$315K | 5 | 5 | −$184K to $184K≈ | 2025-10-14 | — |
| MIXED | FCEL | FuelCell Energy, Inc. (FCEL) [ST] | Purchases $115K–$300K; sales $115K–$300K | 2 | 2 | −$185K to $185K≈ | 2020-12-07 | — |
| MIXED | PYPL | PayPal Holdings, Inc. (PYPL) [ST] | Purchases $115K–$250K; sales $110K–$300K | 3 | 5 | −$185K to $140K≈ | 2022-05-05 | — |
| MIXED | DAN | Dana Incorporated (DAN) [ST] | Purchases $19K–$110K; sales $81K–$215K | 5 | 4 | −$196K to $29.0K≈ | 2021-01-15 | — |
| MIXED | BMY | Bristol-Myers Squibb Company (BMY) [ST] | Purchases $66K–$165K; sales $53K–$270K | 3 | 11 | −$204K to $112K≈ | 2021-06-07 | — |
| MIXED | URI | United Rentals, Inc. Common Stock (URI) [ST] | Purchases $21K–$140K; sales $75K–$250K | 7 | 5 | −$229K to $65.0K≈ | 2026-02-18 | — |
| MIXED | CI | Cigna Corporation (CI) [ST] | Purchases $81K–$215K; sales $135K–$375K | 4 | 9 | −$294K to $80.0K≈ | 2021-10-05 | — |
| MIXED | TIP | iShares TIPS Bond ETF (TIP) [ST] | Purchases $150K–$350K; sales $215K–$550K | 2 | 3 | −$400K to $135K≈ | 2020-03-03 | — |
| MIXED | AMD | Advanced Micro Devices, Inc. - Common Stock (AMD) [ST] | Purchases $63K–$245K; sales $199K–$510K | 7 | 10 | −$447K to $46.0K≈ | 2026-02-18 | — |
| MIXED | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases $193K–$545K; sales $247K–$705K | 11 | 16 | −$512K to $298K≈ | 2026-02-18 | — |
| MIXED | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $138K–$495K; sales $356K–$1.1M | 12 | 18 | −$952K to $139K≈ | 2024-10-24 | — |
| SELL | SLVM | Sylvamo Corporation (SLVM) [ST] | Purchases —; sales Over $1K | 0 | 2 | at most −$1.0K net disposal≈ | 2021-11-16 | — |
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
- +625dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 33far above median — median 3.2
- Share ≤ $15K bracket
- 44%larger lots — median 69%
- Buy share of rows
- 46%≈ chamber — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 3 paper: 26distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 756 · disclosed flow · trailing 12m: $230K–$825Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +625dmedian days between trade date and filing date, over rows that disclose both · late filings: 654rows 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| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 318 | Over $4.1M |
| services | 78 | $1.2M–$3.6M |
| finance-insurance-realestate | 76 | $1M–$3.1M |
| transport-utilities | 43 | $379K–$1.3M |
| retail | 41 | $482K–$1.6M |
| mining | 16 | $268K–$795K |
| wholesale | 13 | $160K–$525K |
| agriculture | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 133 | $2M–$6M |
| no ticker disclosed coverage | 36 | Over $791K |
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 boundNo rankable disclosures in the trailing 90 days.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Ways and Means · House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
No overlaps found within the MAPPED committee jurisdictions · 578 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 9 trades touch committees outside the jurisdiction mapping (HSWM, HSZS) — unanswerable there, 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
756 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | — | American US govt money market fund [OT] | — | $1K–$15K | no ticker | Traded → Filed +32d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +22d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +29d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +31d | |
| Sale | URI | United Rentals, Inc. Common Stock (URI) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| Purchase | — | United States Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +27d | |
| Sale | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| Sale | AMD | Advanced Micro Devices, Inc. - Common Stock (AMD) [ST] | — | $1K–$15K | Traded → Filed +27d | ||
| Sale | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +28d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +21d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +32d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +32d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +32d | |
| Sale | WY | Weyerhaeuser Company Common Stock (WY) [ST] | — | $1K–$15K | Traded → Filed +7d | ||
| Sale | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | — | $1K–$15K | Traded → Filed +7d | ||
| Sale | WMT | Walmart Inc. Common Stock (WMT) [ST] | — | $15K–$50K | Traded → Filed +7d | ||
| Sale | INPAP | INTL PAPER CO 4 C PR (INPAP) [ST] | — | $1K–$15K | Traded → Filed +7d | ||
| Purchase | — | United States Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | — | US Treasury Bill [GS] | — | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | — | US Treasury Bill [GS] | — | $1K–$15K | no ticker | Traded → Filed LATE·279d | |
| Purchase | — | US Treasury Bill [GS] | — | $1K–$15K | no ticker | Traded → Filed LATE·293d | |
| Purchase | — | US Treasury Bill [GS] | — | $1K–$15K | no ticker | Traded → Filed LATE·321d | |
| Purchase | — | US Treasury Bill [GS] | — | $1K–$15K | no ticker | Traded → Filed LATE·328d | |
| Sale | GIC | Global Industrial Company Common Stock (GIC) [ST] | — | $15K–$50K | Traded → Filed +21d | ||
| Sale | BA | Boeing Company (BA) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | CVS | CVS Health Corporation Common Stock (CVS) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | WY.Z | Weyerhaeuser Company Common Stock When Distibuted (WY.Z) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $15K–$50K | Traded → Filed +19d | ||
| Sale | GLW | Corning Incorporated Common Stock (GLW) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $15K–$50K | Traded → Filed +19d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $1K–$15K | Traded → Filed +36d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $15K–$50K | Traded → Filed +17d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | — | $15K–$50K | Traded → Filed +29d | ||
| Sale | CVS | CVS Health Corporation (CVS) [ST] | — | $15K–$50K | Traded → Filed +20d | ||
| Sale | ALL | Allstate Corporation (ALL) [ST] | — | $50K–$100K | Traded → Filed +20d | ||
| Sale | GNRC | Generac Holdlings Inc. (GNRC) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +34d | ||
| Sale | VZ | Verizon Communications Inc. (VZ) [ST] | — | $1K–$15K | Traded → Filed +39d | ||
| Sale | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | · partial (partial sale) | $50K–$100K | Traded → Filed LATE·396d | ||
| Sale | AAPL | Apple Inc. (AAPL) [ST] | · partial (partial sale) | $50K–$100K | Traded → Filed LATE·396d | ||
| Sale | NEE | NextEra Energy, Inc. (NEE) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·398d | ||
| Sale | CVS | CVS Health Corporation (CVS) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed LATE·404d | ||
| Purchase | — | Paradise Square Broadway LP [OL] | — | $15K–$50K | no ticker | Traded → Filed LATE·413d | |
| Sale | CI | Cigna Corporation (CI) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·440d | ||
| Sale | AAPL | Apple Inc. (AAPL) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·509d | ||
| Sale | RBLX | Roblox Corporation Class A (RBLX) [ST] | — | $15K–$50K | Traded → Filed LATE·537d | ||
| Sale | BMY | Bristol-Myers Squibb Company (BMY) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·560d | ||
| Sale | V | Visa Inc. (V) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed LATE·563d | ||
| Sale | BMY | Bristol-Myers Squibb Company (BMY) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed LATE·563d | ||
| Sale | PPG | PPG Industries, Inc. (PPG) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed LATE·563d |
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 756 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-06-09 | 1 | |
| 2026-05-08 | 3 | |
| 2026-03-17 | 6 | |
| 2025-12-01 | 1 | |
| 2025-11-03 | 3 | |
| 2025-10-21 | 6 | |
| 2025-08-13 | 4 | |
| 2025-04-21 | 1 | |
| 2024-11-12 | 5 | |
| 2024-11-12 | 1 | |
| 2024-11-07 | 1 | |
| 2024-10-24 | 1 | |
| 2024-04-02 | 1 | |
| 2022-12-19 | 164 | |
| 2022-05-20 | 23 | |
| 2022-03-03 | 32 | |
| 2022-01-20 | 6 | |
| 2022-01-11 | 2 | |
| 2021-12-01 | 7 | |
| 2021-11-18 | 7 | |
| 2021-11-05 | 17 | |
| 2021-10-05 | 6 | |
| 2021-09-23 | 458 |
Signals
window 2026-06-16 → 2026-09-14No 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| 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 |
|---|---|---|---|
| NVDA | 3 | $31K–$115K§ | 2024-10 |
| AAPL | 2 | $30K–$100K§ | 2026-02 |
| AMD | 1 | $1K–$15K§ | 2026-02 |
| BA | 1 | $1K–$15K§ | 2024-10 |
| CVS | 1 | $1K–$15K§ | 2024-10 |
| GIC | 1 | $15K–$50K§ | 2025-03 |
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.
| Filed ▾ | Status | Src |
|---|---|---|
| 2022-12-01 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2022-10-14 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2022-09-15 | paper filing — needs OCR retained and counted; zero machine-readable rows |