Disclosed transactions
636 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Jefferson Shreve
Republican — R–IN-6 · U.S. House · serving since 2025 · House Committee on Appropriations · member ID S001229Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 636 12 filings · 0 paper · retained
- Net flow · 12m
- $9.0M to $285M purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 254 across every disclosed row
- Late filings
- 2 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 · 2 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: purchases $1.8M–$5.4M, sales $1.7M–$4.8M; 25Q2: purchases $2.8M–$7.2M, sales $10.8M–$27.4M; 25Q3: no purchases, no sales; 25Q4: purchases $50M–$250M, no sales; 26Q1: purchases $3M–$15M, sales $10M–$50M; 26Q2: purchases $6M–$30M, 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 · 77 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. |
|---|---|---|---|---|---|---|---|---|
| SELL | MRP | Millrose Properties, Inc. Class A Common Stock (MRP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2025-02-24 | — |
| MIXED | AMGN | Amgen Inc. - Common Stock (AMGN) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2025-05-12 | — |
| MIXED | EXPO | Exponent, Inc. - Common Stock (EXPO) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2025-05-12 | — |
| MIXED | HIW | Highwoods Properties, Inc. Common Stock (HIW) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2025-05-12 | — |
| MIXED | LOW | Lowe's Companies, Inc. Common Stock (LOW) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2025-05-12 | — |
| MIXED | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2025-05-12 | — |
| MIXED | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2025-05-12 | — |
| MIXED | XOM | Exxon Mobil Corporation Common Stock (XOM) [ST] | Purchases $65K–$150K; sales $50K–$100K | 2 | 1 | −$35.0K to $100K≈ | 2025-05-12 | — |
| MIXED | ACGL | Arch Capital Group Ltd. - Common Stock (ACGL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | AEO | American Eagle Outfitters, Inc. Common Stock (AEO) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | AIG | American International Group, Inc. New Common Stock (AIG) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | AON | Aon plc Class A Ordinary Shares (AON) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-08 | — |
| MIXED | APD | Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-03-31 | — |
| MIXED | AWK | American Water Works Company, Inc. Common Stock (AWK) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | AXON | Axon Enterprise, Inc. - Common Stock (AXON) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | BC | Brunswick Corporation Common Stock (BC) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | CCI | Crown Castle Inc. Common Stock (CCI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CI | The Cigna Group Common Stock (CI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CNC | Centene Corporation Common Stock (CNC) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CRL | Charles River Laboratories International, Inc. Common Stock (CRL) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CSGP | CoStar Group, Inc. - Common Stock (CSGP) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CZR | Caesars Entertainment, Inc. - Common Stock (CZR) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-03-31 | — |
| MIXED | DG | Dollar General Corporation Common Stock (DG) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | ELV | Elevance Health, Inc. Common Stock (ELV) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-17 | — |
| MIXED | GILD | Gilead Sciences, Inc. - Common Stock (GILD) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | HEI.A | Heico Corporation Common Stock (HEI.A) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-17 | — |
| MIXED | HNI | HNI Corporation Common Stock (HNI) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-08 | — |
| MIXED | INTC | Intel Corporation - Common Stock (INTC) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | LGIH | LGI Homes, Inc. - Common Stock (LGIH) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-11 | — |
| MIXED | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | MPC | Marathon Petroleum Corporation Common Stock (MPC) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-17 | — |
| MIXED | MSTR | MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | MTCH | Match Group, Inc. - Common Stock (MTCH) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | NEM | Newmont Corporation (NEM) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | NUE | Nucor Corporation Common Stock (NUE) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-03-31 | — |
| MIXED | NVT | nVent Electric plc Ordinary Shares (NVT) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-03-05 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-11 | — |
| MIXED | PHM | PulteGroup, Inc. Common Stock (PHM) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | PRU | Prudential Financial, Inc. Common Stock (PRU) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | PSX | Phillips 66 Common Stock (PSX) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | RTX | RTX Corporation Common Stock (RTX) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | SLB | Schlumberger N.V. Common Stock (SLB) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-11 | — |
| MIXED | TGT | Target Corporation Common Stock (TGT) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-05-12 | — |
| MIXED | VICR | Vicor Corporation - Common Stock (VICR) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-03-31 | — |
| MIXED | VLO | Valero Energy Corporation Common Stock (VLO) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | VST | Vistra Corp. Common Stock (VST) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-07 | — |
| MIXED | WY | Weyerhaeuser Company Common Stock (WY) [ST] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2025-04-11 | — |
| MIXED | GE | GE Aerospace Common Stock (GE) [ST] | Purchases $100K–$200K; sales $65K–$150K | 2 | 2 | −$50.0K to $135K≈ | 2025-05-12 | — |
| MIXED | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2025-04-17 | — |
| MIXED | SPGI | S&P Global Inc. Common Stock (SPGI) [ST] | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2025-05-12 | — |
| SELL | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-31 | — |
| SELL | ALNY | Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | AMT | American Tower Corporation (AMT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | BDX | Becton, Dickinson and Company Common Stock (BDX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-05 | — |
| SELL | BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | BSX | Boston Scientific Corporation Common Stock (BSX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CB | Chubb Limited Common Stock (CB) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CFG | Citizens Financial Group, Inc. Common Stock (CFG) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | CHTR | Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CLX | Clorox Company (CLX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-11 | — |
| SELL | CME | CME Group Inc. - Class A Common Stock (CME) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CNO | CNO Financial Group, Inc. Common Stock (CNO) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CPRT | Copart, Inc. - Common Stock (CPRT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | CVS | CVS Health Corporation Common Stock (CVS) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | DASH | DoorDash, Inc. - Common Stock (DASH) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | DD | DuPont de Nemours, Inc. Common Stock (DD) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-31 | — |
| SELL | FCX | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | FI | Fiserv, Inc. Common Stock (FI) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | FTNT | Fortinet, Inc. - Common Stock (FTNT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | GEN | Gen Digital Inc. - Common Stock (GEN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | GM | General Motors Company Common Stock (GM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | HON | Honeywell International Inc. (HON) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | HOPE | Hope Bancorp, Inc. - Common Stock (HOPE) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-02-24 | — |
| SELL | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | IFF | International Flavors & Fragrances, Inc. Common Stock (IFF) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | KEYS | Keysight Technologies Inc. Common Stock (KEYS) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-11 | — |
| SELL | KR | Kroger Company (KR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | LAZ | Lazard, Inc. Common Stock (LAZ) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-31 | — |
| SELL | LECO | Lincoln Electric Holdings, Inc. - Common Shares (LECO) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | MCHP | Microchip Technology Incorporated - Common Stock (MCHP) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | MCK | McKesson Corporation Common Stock (MCK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | MDT | Medtronic plc. Ordinary Shares (MDT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-08 | — |
| SELL | MMM | 3M Company Common Stock (MMM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | MS | Morgan Stanley Common Stock (MS) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | NKE | Nike, Inc. Common Stock (NKE) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-31 | — |
| SELL | ORI | Old Republic International Corporation Common Stock (ORI) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | PCVX | Vaxcyte, Inc. - Common Stock (PCVX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-05 | — |
| SELL | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | RGEN | Repligen Corporation - Common Stock (RGEN) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | SBUX | Starbucks Corporation - Common Stock (SBUX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | SCHW | Charles Schwab Corporation (SCHW) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | SJM | The J.M. Smucker Company Common Stock (SJM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | SNDK | Sandisk Corporation - Common Stock (SNDK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | SNOW | Snowflake Inc. Class A Common Stock (SNOW) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | T | AT&T Inc. (T) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | THG | Hanover Insurance Group Inc (THG) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-07 | — |
| SELL | TTWO | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | UVSP | Univest Financial Corporation - Common Stock (UVSP) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | VSH | Vishay Intertechnology, Inc. Common Stock (VSH) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-05 | — |
| SELL | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | ZM | Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-05-12 | — |
| MIXED | ORCL | Oracle Corporation Common Stock (ORCL) [ST] | Purchases $45K–$150K; sales $30K–$100K | 3 | 2 | −$55.0K to $120K≈ | 2025-05-12 | — |
| MIXED | CBOE | Cboe Global Markets, Inc. (CBOE) [ST] | Purchases $45K–$150K; sales $50K–$100K | 3 | 1 | −$55.0K to $100K≈ | 2025-05-12 | — |
| MIXED | ADBE | Adobe Inc. - Common Stock (ADBE) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | AKAM | Akamai Technologies, Inc. - Common Stock (AKAM) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | APP | Applovin Corporation - Class A Common Stock (APP) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | BALL | Ball Corporation Common Stock (BALL) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | BUSE | First Busey Corporation - Common Stock (BUSE) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | COP | ConocoPhillips Common Stock (COP) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | DVN | Devon Energy Corporation Common Stock (DVN) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | OXY | Occidental Petroleum Corporation Common Stock (OXY) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | RPD | Rapid7, Inc. - Common Stock (RPD) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | TDG | Transdigm Group Incorporated Common Stock (TDG) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-08 | — |
| MIXED | ZTS | Zoetis Inc. Class A Common Stock (ZTS) [ST] | Purchases $30K–$100K; sales $30K–$100K | 2 | 2 | −$70.0K to $70.0K≈ | 2025-05-12 | — |
| MIXED | FIS | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2025-05-12 | — |
| MIXED | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2025-05-12 | — |
| MIXED | RGLD | Royal Gold, Inc. - Common Stock (RGLD) [ST] | Purchases $30K–$100K; sales $50K–$100K | 2 | 1 | −$70.0K to $50.0K≈ | 2025-05-12 | — |
| MIXED | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Purchases $30K–$100K; sales $31K–$115K | 2 | 3 | −$85.0K to $69.0K≈ | 2025-05-12 | — |
| MIXED | A | Agilent Technologies, Inc. Common Stock (A) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | ADSK | Autodesk, Inc. - Common Stock (ADSK) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | ALB | Albemarle Corporation Common Stock (ALB) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | APTV | Aptiv PLC Ordinary Shares (APTV) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | BKE | Buckle, Inc. (BKE) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | CCL | Carnival Corporation Common Stock (CCL) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | CEG | Constellation Energy Corporation - Common Stock (CEG) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | COIN | Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | CSX | CSX Corporation (CSX) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | CVX | Chevron Corporation Common Stock (CVX) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | DAL | Delta Air Lines, Inc. Common Stock (DAL) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | DHR | Danaher Corporation Common Stock (DHR) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | DXCM | DexCom, Inc. - Common Stock (DXCM) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | EPAM | EPAM Systems, Inc. Common Stock (EPAM) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | HOG | Harley-Davidson, Inc. Common Stock (HOG) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-04-07 | — |
| MIXED | HOMB | Home BancShares, Inc. Common Stock (HOMB) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | HRI | Herc Holdings Inc. Common Stock (HRI) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-04-11 | — |
| MIXED | HUBB | Hubbell Inc Common Stock (HUBB) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | ISRG | Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | LFUS | Littelfuse, Inc. - Common Stock (LFUS) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | LULU | lululemon athletica inc. - Common Stock (LULU) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | NSC | Norfolk Southern Corporation Common Stock (NSC) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-04-11 | — |
| MIXED | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | ROST | Ross Stores, Inc. - Common Stock (ROST) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | SNDR | Schneider National, Inc. Common Stock (SNDR) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | WDC | Western Digital Corporation - Common Stock (WDC) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2025-05-12 | — |
| MIXED | BKNG | Booking Holdings Inc. - Common Stock (BKNG) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | EW | Edwards Lifesciences Corporation Common Stock (EW) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | SPOT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | UBER | Uber Technologies, Inc. Common Stock (UBER) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | UCB | United Community Banks, Inc. Common Stock (UCB) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | WFC | Wells Fargo & Company Common Stock (WFC) [ST] | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2025-05-12 | — |
| MIXED | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Purchases $50K–$100K; sales $45K–$150K | 1 | 3 | −$100K to $55.0K≈ | 2025-05-08 | — |
| MIXED | XYZ | Block, Inc. Class A Common Stock, (XYZ) [ST] | Purchases $50K–$100K; sales $45K–$150K | 1 | 3 | −$100K to $55.0K≈ | 2025-05-08 | — |
| MIXED | ARES | Ares Management Corporation Class A Common Stock (ARES) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-05-12 | — |
| MIXED | CTAS | Cintas Corporation - Common Stock (CTAS) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-05-12 | — |
| MIXED | LIN | Linde plc - Ordinary Shares (LIN) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-05-12 | — |
| MIXED | SNPS | Synopsys, Inc. - Common Stock (SNPS) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-05-12 | — |
| MIXED | STAG | Stag Industrial, Inc. Common Stock (STAG) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-04-17 | — |
| MIXED | TT | Trane Technologies plc (TT) [ST] | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2025-05-12 | — |
| SELL | AVB | AvalonBay Communities, Inc. Common Stock (AVB) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-04-07 | — |
| SELL | CTRA | Coterra Energy Inc. Common Stock (CTRA) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | DFS | Discover Financial Services Common Stock (DFS) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | IDA | IDACORP, Inc. Common Stock (IDA) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | IEX | IDEX Corporation Common Stock (IEX) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-03-31 | — |
| SELL | LNG | Cheniere Energy, Inc. Common Stock (LNG) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | PRI | Primerica, Inc. Common Stock (PRI) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | RLI | RLI Corp. Common Stock (RLI) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | SYY | Sysco Corporation Common Stock (SYY) [ST] | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | AZO | AutoZone, Inc. Common Stock (AZO) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | COR | Cencora, Inc. Common Stock (COR) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | CWST | Casella Waste Systems, Inc. - Class A Common Stock (CWST) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | DE | Deere & Company Common Stock (DE) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | GEV | GE Vernova Inc. Common Stock (GEV) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | NI | NiSource Inc Common Stock (NI) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | NOW | ServiceNow, Inc. Common Stock (NOW) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-03-31 | — |
| SELL | O | Realty Income Corporation Common Stock (O) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | PGR | Progressive Corporation (PGR) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | RCL | Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | RUSHB | Rush Enterprises, Inc. - Class B Common Stock (RUSHB) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | SBAC | SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | SPG | Simon Property Group, Inc. Common Stock (SPG) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-03-31 | — |
| SELL | WELL | Welltower Inc. Common Stock (WELL) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | WMB | Williams Companies, Inc. (WMB) [ST] | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2025-05-12 | — |
| MIXED | HD | Home Depot, Inc. (HD) [ST] | Purchases $45K–$150K; sales $65K–$150K | 3 | 2 | −$105K to $85.0K≈ | 2025-05-12 | — |
| MIXED | AMAT | Applied Materials, Inc. - Common Stock (AMAT) [ST] | Purchases $80K–$200K; sales $100K–$200K | 3 | 2 | −$120K to $100K≈ | 2025-05-12 | — |
| MIXED | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | Purchases $80K–$200K; sales $100K–$200K | 3 | 2 | −$120K to $100K≈ | 2025-05-12 | — |
| MIXED | AXP | American Express Company Common Stock (AXP) [ST] | Purchases $15K–$50K; sales $45K–$150K | 1 | 3 | −$135K to $5.0K≈ | 2025-05-12 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $15K–$50K; sales $45K–$150K | 1 | 3 | −$135K to $5.0K≈ | 2025-05-12 | — |
| MIXED | LEN | Lennar Corporation Class A Common Stock (LEN) [ST] | Purchases $15K–$50K; sales $45K–$150K | 1 | 3 | −$135K to $5.0K≈ | 2025-05-12 | — |
| SELL | ADI | Analog Devices, Inc. - Common Stock (ADI) [ST] | Purchases $15K–$50K; sales $65K–$150K | 1 | 2 | −$135K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | ANET | Arista Networks, Inc. Common Stock (ANET) [ST] | Purchases $15K–$50K; sales $65K–$150K | 1 | 2 | −$135K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | BAC | Bank of America Corporation Common Stock (BAC) [ST] | Purchases $15K–$50K; sales $65K–$150K | 1 | 2 | −$135K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $15K–$50K; sales $65K–$150K | 1 | 2 | −$135K to −$15.0K net disposal≈ | 2025-05-12 | — |
| SELL | WDAY | Workday, Inc. - Class A Common Stock (WDAY) [ST] | Purchases $15K–$50K; sales $65K–$150K | 1 | 2 | −$135K to −$15.0K net disposal≈ | 2025-05-12 | — |
| MIXED | ECL | Ecolab Inc. Common Stock (ECL) [ST] | Purchases $100K–$250K; sales $100K–$250K | 1 | 1 | −$150K to $150K≈ | 2025-05-08 | — |
| MIXED | CG | The Carlyle Group Inc. - Common Stock (CG) [ST] | Purchases $50K–$100K; sales $80K–$200K | 1 | 3 | −$150K to $20.0K≈ | 2025-05-12 | — |
| MIXED | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchases $50K–$100K; sales $80K–$200K | 1 | 3 | −$150K to $20.0K≈ | 2025-05-12 | — |
| MIXED | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Purchases $50K–$100K; sales $80K–$200K | 1 | 3 | −$150K to $20.0K≈ | 2025-05-12 | — |
| SELL | BA | Boeing Company (BA) [ST] | Purchases —; sales $65K–$150K | 0 | 2 | −$150K to −$65.0K net disposal≈ | 2025-05-12 | — |
| SELL | ITT | ITT Inc. Common Stock (ITT) [ST] | Purchases —; sales $65K–$150K | 0 | 2 | −$150K to −$65.0K net disposal≈ | 2025-03-31 | — |
| SELL | MA | Mastercard Incorporated Common Stock (MA) [ST] | Purchases —; sales $65K–$150K | 0 | 2 | −$150K to −$65.0K net disposal≈ | 2025-05-12 | — |
| MIXED | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Purchases $115K–$300K; sales $115K–$300K | 2 | 2 | −$185K to $185K≈ | 2025-05-12 | — |
| MIXED | IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | Purchases $65K–$150K; sales $100K–$250K | 2 | 1 | −$185K to $50.0K≈ | 2025-05-12 | — |
| SELL | HAL | Halliburton Company Common Stock (HAL) [ST] | Purchases $15K–$50K; sales $60K–$200K | 1 | 4 | −$185K to −$10.0K net disposal≈ | 2025-05-12 | — |
| SELL | CAT | Caterpillar, Inc. Common Stock (CAT) [ST] | Purchases $15K–$50K; sales $80K–$200K | 1 | 3 | −$185K to −$30.0K net disposal≈ | 2025-05-12 | — |
| SELL | PWR | Quanta Services, Inc. Common Stock (PWR) [ST] | Purchases $15K–$50K; sales $100K–$200K | 1 | 2 | −$185K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | SYK | Stryker Corporation Common Stock (SYK) [ST] | Purchases $15K–$50K; sales $100K–$200K | 1 | 2 | −$185K to −$50.0K net disposal≈ | 2025-05-12 | — |
| MIXED | INTU | Intuit Inc. - Common Stock (INTU) [ST] | Purchases $100K–$250K; sales $115K–$300K | 1 | 2 | −$200K to $135K≈ | 2025-05-12 | — |
| MIXED | BLK | BlackRock, Inc. Common Stock (BLK) [ST] | Purchases $100K–$200K; sales $150K–$300K | 2 | 3 | −$200K to $50.0K≈ | 2025-05-12 | — |
| SELL | PG | Procter & Gamble Company (PG) [ST] | Purchases —; sales $100K–$200K | 0 | 2 | −$200K to −$100K net disposal≈ | 2025-05-12 | — |
| MIXED | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Purchases $80K–$200K; sales $115K–$300K | 3 | 2 | −$220K to $85.0K≈ | 2025-05-12 | — |
| SELL | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | Purchases $15K–$50K; sales $100K–$250K | 1 | 1 | −$235K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | WMT | Walmart Inc. Common Stock (WMT) [ST] | Purchases $15K–$50K; sales $100K–$250K | 1 | 1 | −$235K to −$50.0K net disposal≈ | 2025-05-12 | — |
| SELL | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | KO | Coca-Cola Company (KO) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | OGE | OGE Energy Corp Common Stock (OGE) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | PM | Philip Morris International Inc Common Stock (PM) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | TSLA | Tesla, Inc. - Common Stock (TSLA) [ST] | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2025-05-12 | — |
| SELL | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | Purchases —; sales $115K–$300K | 0 | 2 | −$300K to −$115K net disposal≈ | 2025-05-12 | — |
| SELL | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases —; sales $115K–$300K | 0 | 2 | −$300K to −$115K net disposal≈ | 2025-05-12 | — |
| SELL | V | Visa Inc. (V) [ST] | Purchases —; sales $115K–$300K | 0 | 2 | −$300K to −$115K net disposal≈ | 2025-05-12 | — |
| SELL | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases —; sales $250K–$500K | 0 | 1 | −$500K to −$250K net disposal≈ | 2025-05-12 | — |
| SELL | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchases —; sales $215K–$550K | 0 | 3 | −$550K to −$215K net disposal≈ | 2025-05-12 | — |
| MIXED | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $500K–$1M; sales $800K–$1.6M | 1 | 3 | −$1.1M to $200K≈ | 2025-05-12 | — |
| SELL | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases $115K–$300K; sales $600K–$1.3M | 2 | 2 | −$1.1M to −$300K net disposal≈ | 2025-05-12 | — |
| SELL | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $115K–$300K; sales $650K–$1.4M | 2 | 3 | −$1.2M to −$350K net disposal≈ | 2025-05-12 | — |
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
- +37dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 53far above median — median 3.2
- Share ≤ $15K bracket
- 5%larger lots — median 69%
- Buy share of rows
- 33%below median — median 47%
- Self-owned share
- 100%mostly self-owned — median 97%
filings incl. 0 paper: 12distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 636 · disclosed flow · trailing 12m: $69M–$345Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +37dmedian days between trade date and filing date, over rows that disclose both · late filings: 2rows 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 | 218 | $6.9M–$17.6M |
| services | 104 | $3.9M–$9.8M |
| finance-insurance-realestate | 102 | $2.3M–$6.3M |
| transport-utilities | 50 | $1.1M–$3.1M |
| retail | 42 | $1.2M–$3.3M |
| mining | 18 | $270K–$900K |
| construction | 11 | $235K–$650K |
| wholesale | 4 | $95K–$250K |
| no ticker disclosed coverage | 77 | $69.7M–$347.3M |
| ticker not resolved to an issuer coverage | 10 | $235K–$700K |
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 Appropriations
No overlaps found within the MAPPED committee jurisdictions · 2 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 547 trades touch committees outside the jurisdiction mapping (HSAP) — 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
636 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 | — | Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS] | — | $1M–$5M | no ticker | Traded → Filed +17d | |
| Purchase | — | JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 [CS] | — | $5M–$25M | no ticker | Traded → Filed +17d | |
| Purchase | — | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | — | $1M–$5M | no ticker | Traded → Filed +25d | |
| Purchase | — | Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | — | $1M–$5M | no ticker | Traded → Filed +25d | |
| Purchase | — | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | — | $1M–$5M | no ticker | Traded → Filed +25d | |
| Sale | — | Brighthouse Buffered Annuity Russell 2000 Cap Rate [VA] | — | $5M–$25M | no ticker | Traded → Filed +33d | |
| Sale | — | Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA] | — | $5M–$25M | no ticker | Traded → Filed +33d | |
| Purchase | — | JP Morgan 3-year one-time callable barrier note [CS] | — | $5M–$25M | no ticker | Traded → Filed +3d | |
| Purchase | — | JP Morgan 3-year auto callable buffer note [CS] | — | $5M–$25M | no ticker | Traded → Filed +3d | |
| Purchase | — | JP Morgan 3-year auto callable buffer note [CS] | — | $5M–$25M | no ticker | Traded → Filed +2d | |
| Purchase | — | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] | — | $5M–$25M | no ticker | Traded → Filed +3d | |
| Purchase | — | JP Morgan 3-year auto callable buffer note [CS] | — | $5M–$25M | no ticker | Traded → Filed +1d | |
| Purchase | — | Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA] | — | $5M–$25M | no ticker | Traded → Filed +2d | |
| Purchase | — | JP Morgan 3-year auto callable buffer note [CS] | — | $5M–$25M | no ticker | Traded → Filed +0d | |
| Purchase | — | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] | — | $5M–$25M | no ticker | Traded → Filed +1d | |
| Purchase | — | Bank of Montreal 13-Month Digital Buffer Note [CS] | — | $5M–$25M | no ticker | Traded → Filed +31d | |
| Purchase | — | JP Morgan 5 year Barrier Note INDU/NDX/RTY [CS] | — | $5M–$25M | no ticker | Traded → Filed +31d | |
| Sale | — | Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Grand Praire Tex 5.0000 2032-02-15 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Wells Fargo 6.491 10/23/34 '33 MTN [CS] | — | $50K–$100K | no ticker | Traded → Filed +40d | |
| Sale | — | Plano Tex Indpt Sch Dist 5.0000 2032-02-15 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | South Jordan Utah Sales Tax Rev 5.00 2028-8-15 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | District Columbia Income Tax Rev 5.000 2032-03-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Washington Cnty Tenn 4.0000 2027- 06-01 [GS] | — | $50K–$100K | no ticker | Traded → Filed +40d | |
| Sale | — | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | New York NY 5.0000 2033-08-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | PNC Finl Svc 6.875 10/20/34 '33 FRN [CS] | — | $50K–$100K | no ticker | Traded → Filed +40d | |
| Sale | — | New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | General Motors Financial Company Inc 2.35 2031-01-08 [CS] | — | $50K–$100K | no ticker | Traded → Filed +40d | |
| Sale | — | Citigroup Inc 5.875 2033-02-22 [CS] | — | $50K–$100K | no ticker | Traded → Filed +40d | |
| Sale | — | Houston Tex 5.000 2031-03-01/ 4423315C4 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Texas Tech Univ Revs 5.000 2029- 02-15 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Denton Tex 5.0000 2029-02-15 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | New York NY 5.0000 2028-08-01 [GS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Maryland St Dept Transn Cons Transn 5.000 2029-09-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | Comcast 6.50% maturing 11/15/35 [CS] | — | $15K–$50K | no ticker | Traded → Filed +40d | |
| Sale | — | Memphis TN 5.0000 2032-05-01 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d |
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 636 transactions
Filing history
SOURCE REPORTS · FILED ↓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 |
|---|---|---|---|
| AMAT | 5 | $180K–$400K§ | 2025-05 |
| AMD | 5 | $180K–$400K§ | 2025-05 |
| BLK | 5 | $250K–$500K§ | 2025-05 |
| HAL | 5 | $75K–$250K§ | 2025-05 |
| HD | 5 | $110K–$300K§ | 2025-05 |
| NVDA | 5 | $765K–$1.7M§ | 2025-05 |
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.