Disclosed transactions
1,391 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Tommy Tuberville
Republican — R–AL · U.S. Senate · serving since 2021 · Senate Special Committee on Aging, Senate Committee on Agriculture, Nutrition, and Forestry, Senate Committee on Armed Services, Senate Committee on Health, Education, Labor, and Pensions, Senate Committee on Veterans' Affairs · member ID T000278Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 1,391 45 filings · 0 paper · retained
- Net flow · 12m
- −$865K to −$129K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 288 across every disclosed row
- Late filings
- 309 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 · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, sales $304K–$1.1M; 25Q1: no purchases, sales $76K–$265K; 25Q2: purchases $50K–$100K, sales $211K–$715K; 25Q3: no purchases, no sales; 25Q4: purchases $45K–$150K, sales $156K–$465K; 26Q1: no purchases, no sales; 26Q2: no purchases, sales $123K–$445K; 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 · 169 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 | ARKK | Ark Innovation ETF | Purchases $103K–$245K; sales $2K–$30K | 5 | 2 | $73.0K to $243K net accumulation | 2024-05-10 | — |
| BUY | ABNFX | The Bond Fd of America Class F-2 Shares | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation≈ | 2024-08-26 | — |
| BUY | BRK-B | Berkshire Hathaway Inc. | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-02-03 | — |
| BUY | MUB | iShares National Muni Bond ETF | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2022-08-01 | — |
| BUY | USIG | iShares Broad USD Investment Grade Corporate Bond | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2025-04-15 | — |
| BUY | DHS | Wisdomtree U.S. High Dividend Fund | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-08-01 | — |
| BUY | DTD | Wisdomtree U.S. Total Dividend Fund | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-16 | — |
| BUY | IDV | iShares International Select Dividend ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-08-01 | — |
| BUY | MTUM | iShares MSCI USA Momentum Factor ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-16 | — |
| BUY | RSP | Invesco S&P 500 Equal Weight ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-08-01 | — |
| BUY | SDOG | ALPS Sector Dividend Dogs ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-01-15 | — |
| BUY | XLP | SPDR Select Sector Fund - Consumer Staples | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-12-17 | — |
| BUY | XLU | SPDR Select Sector Fund - Utilities | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-12-17 | — |
| BUY | XLV | SPDR Select Sector Fund - Health Care | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-12-17 | — |
| BUY | XBI | S&P Biotech SPDR | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-05-08 | — |
| BUY | CNR | Cornerstone Building Brands, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-29 | — |
| MIXED | SQ | Block, Inc. Class A Common Stock, | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2022-04-11 | — |
| MIXED | VCTR | Victory Capital Holdings, Inc. - Common Stock | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-04-03 | — |
| MIXED | IEX | IDEX Corporation Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-04-03 | — |
| MIXED | ADSK | Autodesk, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 | — |
| MIXED | ALGN | Align Technology, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | ALLE | Allegion plc Ordinary Shares | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | AMT | American Tower Corporation (REIT) Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | APD | Air Products and Chemicals, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | APH | Amphenol Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 | — |
| MIXED | ATHM | Autohome Inc. American Depositary Shares, each rep | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 | — |
| MIXED | BHP | Bhp Group Plc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 | — |
| MIXED | BIO | Bio-Rad Laboratories, Inc. Class A Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | BKE | Buckle, Inc. (The) Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | BMO | Bank of Montreal | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-03-06 | — |
| MIXED | BRO | Brown & Brown, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | CABO | Cable One, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | CCJ | Cameco Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-07 | — |
| MIXED | CDNS | Cadence Design Systems, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | CE | Celanese Corporation Celanese Corporation Common S | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | CHE | Chemed Corp | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 | — |
| MIXED | CROX | Crocs, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | CRUS | Cirrus Logic, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | DHI | D.R. Horton, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | DIOD | Diodes Incorporated - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | DQ | DAQO New Energy Corp. American Depositary Shares, | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | EA | Electronic Arts Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-05 | — |
| MIXED | EL | Estee Lauder Companies, Inc. (The) Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | ELS | Equity Lifestyle Properties, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | ETSY | Etsy, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | EW | Edwards Lifesciences Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | EXP | Eagle Materials Inc Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | EXR | Extra Space Storage Inc Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-03 | — |
| MIXED | FB | Facebook, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-20 | — |
| MIXED | GFI | Gold Fields Limited American Depositary Shares | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | GIS | General Mills, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | GLPI | Gaming and Leisure Properties, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | GNRC | Generac Holdlings Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | GOOG | Alphabet Inc. - Class C Capital Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 | — |
| MIXED | GSK | Gsk Plc ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | HSY | The Hershey Company Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | IBM | International Business Machines Corporation Common | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 | — |
| MIXED | IT | Gartner, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | KEYS | Keysight Technologies Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 | — |
| MIXED | KLAC | KLA Corporation - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | LMST | Limestone Bancorp, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | LULU | lululemon athletica inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | MASI | Masimo Corporation - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | MDLZ | Mondelez International, Inc. - Class A Common Stoc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-11-22 | — |
| MIXED | MKSI | MKS Instruments, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | MSI | Motorola Solutions, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | NDAQ | Nasdaq, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 | — |
| MIXED | NOC | Northrop Grumman Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | NSC | Norfolk Southern Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | NXPI | NXP Semiconductors N.V. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | PAC | Grupo Aeroportuario Del Pacifico ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-29 | — |
| MIXED | PAM | Pampa Energia S.A. ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 | — |
| MIXED | PAYC | Paycom Software, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 | — |
| MIXED | QLYS | Qualys, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | QSR | Restaurant Brands International Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 | — |
| MIXED | RACE | Ferrari N.V. Common Shares | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 | — |
| MIXED | RELX | Relx Plc ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | RH | RH Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | RRC | Range Resources Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | SCI | Service Corporation International Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | SEIC | SEI Investments Company - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 | — |
| MIXED | SIVB | SVB Financial Group - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | SKY | Skyline Champion Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 | — |
| MIXED | SNA | Snap-On Incorporated Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | SNPS | Synopsys, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | SSD | Simpson Manufacturing Company, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 | — |
| MIXED | TEL | Te Connectivity Ltd | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | TER | Teradyne, Inc. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | TMO | Thermo Fisher Scientific Inc Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | TREX | Trex Company, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 | — |
| MIXED | VEEV | Veeva Systems Inc. Class A Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | VMW | Vmware, Inc. Common stock, Class A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | WAL | Western Alliance Bancorporation Common Stock (DE) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 | — |
| MIXED | WAT | Waters Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 | — |
| MIXED | WMS | Advanced Drainage Systems, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-07 | — |
| MIXED | WST | West Pharmaceutical Services, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 | — |
| MIXED | WU | Western Union Company (The) Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 | — |
| SELL | ADI | Analog Devices, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-01-19 | — |
| SELL | APAM | Artisan Partners Asset Management Inc. Class A Com | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-10-26 | — |
| SELL | CARR | Carrier Global Corp | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-01-10 | — |
| SELL | CHD | Church & Dwight Company, Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 | — |
| SELL | CL | Colgate-Palmolive Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-03-29 | — |
| SELL | COF | Capital One Financial Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-06-09 | — |
| SELL | CP | Canadian Pacific Railway Ltd | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-03-30 | — |
| SELL | CPRT | Copart, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | CVS | CVS Health Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-08-26 | — |
| SELL | EBAY | eBay Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-03-29 | — |
| SELL | FAST | Fastenal Company - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 | — |
| SELL | FDS | FactSet Research Systems Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | FDSWX | AIG Focused Dividend Strategy Fund Class W | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-05-18 | — |
| SELL | FDX | FedEx Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-25 | — |
| SELL | FLT | FleetCor Technologies, Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-03 | — |
| SELL | INFY | Infosys Limited American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | LRCX | Lam Research Corporation - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-01-19 | — |
| SELL | MKTX | MarketAxess Holdings, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 | — |
| SELL | MTD | Mettler-Toledo International, Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-03 | — |
| SELL | PAYX | Paychex, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | RTX | Raytheon Technologies Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-14 | — |
| SELL | SOLV | Solventum Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | SPGI | S&P Global Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-03-30 | — |
| SELL | TROW | T. Rowe Price Group, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 | — |
| SELL | UI | Ubiquiti Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | VRSK | Verisk Analytics, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 | — |
| SELL | WAB | Westinghouse Air Brake Technologies Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-06-09 | — |
| SELL | WIT | Wipro Limited Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 | — |
| SELL | WMT | Walmart Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-14 | — |
| SELL | ZTS | Zoetis Inc. Class A Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 | — |
| MIXED | KO | Coca-Cola Company (The) Common Stock | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-10-17 | — |
| MIXED | MCHP | Microchip Technology Incorporated - Common Stock | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2024-04-03 | — |
| MIXED | ODFL | Old Dominion Freight Line, Inc. - Common Stock | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2024-05-03 | — |
| MIXED | A | Agilent Technologies, Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 | — |
| MIXED | AME | AMETEK, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-01-19 | — |
| MIXED | CBSH | Commerce Bancshares, Inc. - Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 | — |
| MIXED | DECK | Deckers Outdoor Corporation Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 | — |
| MIXED | GGG | Graco Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 | — |
| MIXED | IDXX | IDEXX Laboratories, Inc. - Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-01-22 | — |
| MIXED | MMC | Marsh & McLennan Companies, Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-01-22 | — |
| MIXED | NFLX | Netflix, Inc. - Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 | — |
| MIXED | PHM | PulteGroup, Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-04 | — |
| MIXED | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-04 | — |
| MIXED | ROK | Rockwell Automation, Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-04 | — |
| MIXED | V | Visa Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 | — |
| MIXED | ADP | Automatic Data Processing, Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-10-16 | — |
| MIXED | AON | Aon plc Class A Ordinary Shares (Ireland) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-22 | — |
| MIXED | DOW | Dow Inc. Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 | — |
| MIXED | FTNT | Fortinet, Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-04-03 | — |
| MIXED | GRMN | Garmin Ltd. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 | — |
| MIXED | INTU | Intuit Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-03-30 | — |
| MIXED | ITW | Illinois Tool Works Inc. Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 | — |
| MIXED | JKHY | Jack Henry & Associates, Inc. - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 | — |
| MIXED | MCO | Moody's Corporation Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 | — |
| MIXED | META | Meta Platforms, Inc. - Class A Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-22 | — |
| MIXED | MNST | Monster Beverage Corporation - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-22 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (new) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-10-16 | — |
| MIXED | NDSN | Nordson Corporation - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 | — |
| MIXED | NTES | Netease Inc ADR | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-04-18 | — |
| MIXED | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-03-21 | — |
| SELL | CTVA | Corteva, Inc. Common Stock | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2024-10-29 | — |
| SELL | DVA | Davita Healthcare Partners Inc | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-12-12 | — |
| SELL | VTRS | Viatris Inc. - Common Stock | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2022-08-01 | — |
| MIXED | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-13 | — |
| MIXED | NWL | Newell Brands Inc. - Common Stock | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-13 | — |
| MIXED | PEGA | Pegasystems Inc. - Common Stock | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-13 | — |
| MIXED | XLY | SPDR Select Sector Fund - Consumer Discretionary | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-08-01 | — |
| MIXED | GILD | Gilead Sciences Inc | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2024-05-10 | — |
| MIXED | MPWR | Monolithic Power Systems, Inc. - Common Stock | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2024-05-03 | — |
| MIXED | RMD | ResMed Inc. Common Stock | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2024-05-03 | — |
| MIXED | FGBI | First Gurty Banc | Purchases $6K–$90K; sales $15K–$50K | 6 | 1 | −$44.0K to $75.0K≈ | 2023-11-21 | — |
| MIXED | CCL | Carnival Corporation Common Stock | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2024-04-29 | — |
| MIXED | MMM | 3M Company Common Stock | Purchases $20K–$125K; sales $16K–$65K | 6 | 2 | −$45.0K to $109K≈ | 2024-04-29 | — |
| MIXED | CFG | Citizens Financial Group, Inc. Common Stock | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2024-01-19 | — |
| MIXED | VZ | Verizon Communications Inc | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2023-12-26 | — |
| MIXED | CSCO | Cisco Systems, Inc. - Common Stock | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-04-03 | — |
| MIXED | GNTX | Gentex Corporation - Common Stock | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2024-01-19 | — |
| MIXED | RF | Regions Financial Corp | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-12-26 | — |
| MIXED | AVGO | Broadcom Inc. - Common Stock | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-04-03 | — |
| MIXED | DGX | Quest Diagnostics Incorporated Common Stock | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-01-03 | — |
| MIXED | XP | XP Inc. - Class A Common Stock | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-01-19 | — |
| MIXED | KR | Kroger Company | Purchases $65K–$150K; sales $51K–$115K | 2 | 2 | −$50.0K to $99.0K≈ | 2023-10-11 | — |
| MIXED | GOGL | Golden Ocean Group Limited - Common Stock | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2024-04-30 | — |
| MIXED | SBLK | Star Bulk Carriers Corp. - Common Shares | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2024-04-30 | — |
| SELL | ABC | AmerisourceBergen Corporation Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 | — |
| SELL | ABQCX | Ab Bond Fund Inc. - Ab Total Return Bond Portfo | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 | — |
| SELL | ADM | Archer Daniels Midland | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-15 | — |
| SELL | AMD | Advanced Micro Devices, Inc. - Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-01-19 | — |
| SELL | ANET | Arista Networks, Inc. Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-04-03 | — |
| SELL | ASML | ASML Holding N.V. - New York Registry Shares | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-05-03 | — |
| SELL | BDX | Becton, Dickinson and Company Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 | — |
| SELL | CLOU | Global X Cloud Computing ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 | — |
| SELL | D | Dominion Energy, Inc. Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 | — |
| SELL | DIS | Walt Disney Company (The) Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-12-15 | — |
| SELL | EFAV | iShares MSCI EAFE Min Vol Factor ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 | — |
| SELL | FGSCX | Federated Mdt Mid Cap Growth Fund - C Shares | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 | — |
| SELL | FTBFX | Fidelity Total Bond | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-10-25 | — |
| SELL | FUN | Cedar Fair, L.P. Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 | — |
| SELL | GD | General Dynamics Corporation Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 | — |
| SELL | GE | General Electric Company Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 | — |
| SELL | GS | Goldman Sachs Group | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-15 | — |
| SELL | IVV | iShares Core S&P 500 ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 | — |
| SELL | JHCBX | John Hancock Bond Fund Cl C | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 | — |
| SELL | NVO | Novo Nordisk A/S Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-01-19 | — |
| SELL | PCNNX | Pimco Investment Grade Credit Bond Fund Class I- | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 | — |
| SELL | PM | Philip Morris International Inc Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 | — |
| SELL | PONCX | Pimco Income Fund Class C | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 | — |
| SELL | PRU | Prudential Financial, Inc. Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-09-07 | — |
| SELL | SLF | Sun Life Financial Inc. Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-01-03 | — |
| SELL | STZ | Constellation Brands Inc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-15 | — |
| SELL | UA | Under Armour, Inc. Class C Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 | — |
| SELL | UPS | United Parcel Service, Inc. Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-08-26 | — |
| SELL | XEL | Xcel Energy Inc. - Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 | — |
| SELL | XLC | The Communication Services Select Sector SPDR Fund | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 | — |
| MIXED | BABA | Alibaba Group Holding Limited American Depositary | Purchases $260K–$600K; sales $111K–$315K | 8 | 6 | −$55.0K to $489K≈ | 2022-01-14 | — |
| MIXED | ABBV | AbbVie Inc. Common Stock | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2024-04-03 | — |
| MIXED | BMY | Bristol-Myers Squibb Company | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2025-04-15 | — |
| MIXED | MRO | Marathon Oil Corporation Common Stock | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2023-04-14 | — |
| MIXED | FITB | Fifth Third Bancorp - Common Stock | Purchases $4K–$60K; sales $16K–$65K | 4 | 2 | −$61.0K to $44.0K≈ | 2024-05-07 | — |
| MIXED | SWKS | Skyworks Solutions, Inc. - Common Stock | Purchases $17K–$80K; sales $17K–$80K | 3 | 3 | −$63.0K to $63.0K≈ | 2024-05-08 | — |
| MIXED | QQQ | Invesco QQQ Trust, Series 1 | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2021-12-29 | — |
| SELL | DEO | Diageo Plc ADR | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2025-01-10 | — |
| MIXED | PEP | Pepsico Inc | Purchases $15K–$50K; sales $17K–$80K | 1 | 3 | −$65.0K to $33.0K≈ | 2025-10-07 | — |
| SELL | ACN | Accenture Plc | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-03-12 | — |
| SELL | JPM | JP Morgan Chase & Company | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2025-04-15 | — |
| SELL | TSN | Tyson Foods, Inc. Common Stock | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2023-09-07 | — |
| SELL | UNP | Union Pacific Corporation Common Stock | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-01-03 | — |
| MIXED | WBA | Walgreens Boots Alliance, Inc. - Common Stock | Purchases $34K–$160K; sales $50K–$100K | 6 | 1 | −$66.0K to $110K≈ | 2024-04-30 | — |
| MIXED | LSCC | Lattice Semiconductor Corporation - Common Stock | Purchases $5K–$75K; sales $17K–$80K | 5 | 3 | −$75.0K to $58.0K≈ | 2024-05-07 | — |
| MIXED | TSLA | Tesla, Inc. - Common Stock | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2023-10-17 | — |
| MIXED | KEY | Keycorp | Purchases $35K–$175K; sales $51K–$115K | 7 | 2 | −$80.0K to $124K≈ | 2024-05-09 | — |
| SELL | FCX | Freeport-McMoRan Inc. | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2021-05-24 | — |
| SELL | ORCL | Oracle Corporation Common Stock | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2025-10-07 | — |
| SELL | TSCO | Tractor Supply Company - Common Stock | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2026-06-08 | — |
| MIXED | UAA | Under Armour | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2023-12-19 | — |
| MIXED | HPQ | HP Inc. Common Stock | Purchases $30K–$100K; sales $31K–$115K | 2 | 3 | −$85.0K to $69.0K≈ | 2023-10-31 | — |
| MIXED | EVT | Eaton Vance Tax Advantaged Dividend Income Fund Co | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2022-06-17 | — |
| MIXED | PFE | Pfizer, Inc. Common Stock | Purchases $4K–$60K; sales $30K–$100K | 4 | 2 | −$96.0K to $30.0K≈ | 2026-06-08 | — |
| MIXED | AMGN | Amgen Inc | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2025-04-15 | — |
| MIXED | XOM | Exxon Mobil Corporation Common Stock | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2024-04-30 | — |
| SELL | AWK | American Water Works Company, Inc. Common Stock | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2026-06-08 | — |
| SELL | LMT | Lockheed Martin Corporation Common Stock | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2026-06-08 | — |
| SELL | MCD | McDonald's Corporation Common Stock | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-10-29 | — |
| SELL | MDT | Medtronic plc. Ordinary Shares | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-08-26 | — |
| SELL | NEE | NextEra Energy, Inc. Common Stock | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2026-06-08 | — |
| SELL | TRV | The Travelers Companies, Inc. Common Stock | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-10-29 | — |
| SELL | DG | Dollar General Corporation | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-01-04 | — |
| SELL | EIBLX | Eaton Vance Floating Rate Fund Insti Share | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2024-08-26 | — |
| SELL | TDY | Teledyne Technologies Incorporated | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-01-13 | — |
| SELL | WY | Weyerhaeuser Company | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-01-04 | — |
| SELL | CTAS | Cintas Corporation - Common Stock | Purchases $1K–$15K; sales $31K–$115K | 1 | 3 | −$114K to −$16.0K net disposal≈ | 2024-05-03 | — |
| MIXED | CALX | Calix, Inc Common Stock | Purchases $2K–$30K; sales $8K–$120K | 2 | 8 | −$118K to $22.0K≈ | 2021-10-18 | — |
| MIXED | AMAT | Applied Materials, Inc. - Common Stock | Purchases $18K–$95K; sales $21K–$140K | 4 | 7 | −$122K to $74.0K≈ | 2024-04-04 | — |
| SELL | HON | Honeywell International Inc. - Common Stock | Purchases $1K–$15K; sales $32K–$130K | 1 | 4 | −$129K to −$17.0K net disposal≈ | 2024-10-29 | — |
| SELL | JNJ | Johnson & Johnson Common Stock | Purchases $1K–$15K; sales $32K–$130K | 1 | 4 | −$129K to −$17.0K net disposal≈ | 2024-10-29 | — |
| MIXED | HUMA | Humacyte, Inc. - Common Stock | Purchases $50K–$225K; sales $67K–$180K | 8 | 4 | −$130K to $158K≈ | 2024-05-03 | — |
| SELL | MA | Mastercard Incorporated Common Stock | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2026-06-08 | — |
| MIXED | OC | Owens Corning Inc | Purchases $15K–$50K; sales $45K–$150K | 1 | 3 | −$135K to $5.0K≈ | 2025-10-07 | — |
| MIXED | SSYS | Stratasys, Ltd. - Common Stock | Purchases $83K–$245K; sales $58K–$220K | 6 | 9 | −$137K to $187K≈ | 2022-08-26 | — |
| SELL | GOOGL | Alphabet Cl A | Purchases $1K–$15K; sales $33K–$145K | 1 | 5 | −$144K to −$18.0K net disposal≈ | 2025-12-17 | — |
| MIXED | NVDA | NVIDIA Corporation - Common Stock | Purchases $17K–$80K; sales $46K–$165K | 3 | 4 | −$148K to $34.0K≈ | 2024-04-30 | — |
| MIXED | ATVI | Activision Blizzard, Inc - Common Stock | Purchases $100K–$250K; sales $100K–$250K | 1 | 1 | −$150K to $150K≈ | 2023-04-26 | — |
| SELL | DUK | Duke Energy Corporation (Holding Company) Common Stock | Purchases —; sales $45K–$150K | 0 | 3 | −$150K to −$45.0K net disposal≈ | 2026-06-08 | — |
| SELL | CSX | CSX Corporation - Common Stock | Purchases $1K–$15K; sales $47K–$180K | 1 | 5 | −$179K to −$32.0K net disposal≈ | 2026-06-08 | — |
| MIXED | SCCO | Southern Copper Corporation Common Stock | Purchases $103K–$295K; sales $103K–$295K | 4 | 4 | −$192K to $192K≈ | 2024-01-22 | — |
| MIXED | LPX | Louisiana-Pacific Corporation Common Stock | Purchases $101K–$265K; sales $103K–$295K | 2 | 4 | −$194K to $162K≈ | 2023-10-11 | — |
| MIXED | NU | Nu Holdings Ltd Cl A | Purchases $51K–$240K; sales $100K–$250K | 9 | 1 | −$199K to $140K≈ | 2023-10-11 | — |
| MIXED | PARA | Paramount Global Cl B | Purchases $80K–$200K; sales $102K–$280K | 3 | 3 | −$200K to $98.0K≈ | 2024-05-10 | — |
| SELL | PG | Procter & Gamble Company (The) Common Stock | Purchases $2K–$30K; sales $37K–$205K | 2 | 9 | −$203K to −$7.0K net disposal≈ | 2026-06-08 | — |
| MIXED | CVX | Chevron Corporation Common Stock | Purchases $154K–$410K; sales $119K–$360K | 6 | 6 | −$206K to $291K≈ | 2024-05-07 | — |
| MIXED | SSBK | Southern States Bancshares, Inc. - Common Stock | Purchases $100K–$200K; sales $76K–$315K | 2 | 13 | −$215K to $124K≈ | 2024-04-30 | — |
| SELL | LLY | Eli Lilly and Company | Purchases —; sales $61K–$215K | 0 | 5 | −$215K to −$61.0K net disposal≈ | 2025-04-15 | — |
| MIXED | ADBE | Adobe Inc. - Common Stock | Purchases $16K–$65K; sales $52K–$255K | 2 | 10 | −$239K to $13.0K≈ | 2024-10-29 | — |
| SELL | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2022-06-17 | — |
| SELL | ONEQ | Fidelity Nasdaq Composite Index ETF | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2021-01-04 | — |
| MIXED | GOLD | Barrick Gold Corp | Purchases $187K–$505K; sales $170K–$475K | 12 | 8 | −$288K to $335K≈ | 2024-05-08 | — |
| MIXED | KMB | Kimberly-Clark Corporation Common Stock | Purchases $96K–$265K; sales $133K–$395K | 5 | 6 | −$299K to $132K≈ | 2024-10-29 | — |
| MIXED | TXN | Texas Instruments Incorporated - Common Stock | Purchases $170K–$475K; sales $181K–$540K | 8 | 13 | −$370K to $294K≈ | 2025-01-10 | — |
| MIXED | INTC | Intel Corp | Purchases $599K–$1.5M; sales $341K–$1M | 14 | 16 | −$416K to $1.2M≈ | 2024-05-13 | — |
| MIXED | F | Ford Motor Company | Purchases $235K–$675K; sales $247K–$680K | 9 | 7 | −$445K to $428K≈ | 2023-08-14 | — |
| MIXED | CLX | Clorox Company | Purchases $202K–$530K; sales $217K–$655K | 4 | 13 | −$453K to $313K≈ | 2024-04-29 | — |
| MIXED | OXY | Occidental Petroleum Corporation Common Stock | Purchases $82K–$230K; sales $135K–$550K | 5 | 23 | −$468K to $95.0K≈ | 2024-04-30 | — |
| MIXED | AA | Alcoa Corporation Common Stock | Purchases $132K–$380K; sales $234K–$610K | 5 | 9 | −$478K to $146K≈ | 2021-10-18 | — |
| MIXED | QCOM | QUALCOMM Incorporated - Common Stock | Purchases $721K–$1.7M; sales $708K–$1.6M | 13 | 14 | −$874K to $1.0M≈ | 2024-04-29 | — |
| MIXED | PYPL | Paypal Holdings | Purchases $1.4M–$3.1M; sales $904K–$2.4M | 17 | 31 | −$911K to $2.2M≈ | 2025-04-15 | — |
| MIXED | ECOM | ChannelAdvisor Corporation Common Stock | Purchases $314K–$860K; sales $546K–$1.3M | 11 | 19 | −$1.0M to $314K≈ | 2022-09-07 | — |
| MIXED | MSFT | Microsoft Corp | Purchases $519K–$1.1M; sales $621K–$1.6M | 7 | 20 | −$1.1M to $489K≈ | 2025-10-07 | — |
| MIXED | X | United States Steel Corp | Purchases $604K–$1.6M; sales $589K–$1.8M | 10 | 42 | −$1.2M to $971K≈ | 2023-11-07 | — |
| SELL | AAPL | Apple Inc | Purchases $2K–$30K; sales $503K–$1.2M | 2 | 16 | −$1.2M to −$473K net disposal≈ | 2025-12-17 | — |
| MIXED | CLF | Cleveland-Cliffs Inc | Purchases $799K–$2.1M; sales $747K–$2.5M | 33 | 65 | −$1.7M to $1.4M≈ | 2024-05-13 | — |
Trading profile
VS SENATE MEDIAN · TICK = MEDIAN · 68 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +35dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 31far above median — median 2.9
- Share ≤ $15K bracket
- 68%small-lot profile — median 60%
- Buy share of rows
- 40%below median — median 49%
- Self-owned share
- 13%family accounts — median 28%
filings incl. 0 paper: 45distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,391 · disclosed flow · trailing 12m: $324K–$1.1Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +35dmedian days between trade date and filing date, over rows that disclose both · late filings: 309rows filed past the STOCK Act's 45-day window
Medians are per member across the 68 Senate members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 518 | $6.8M–$21.8M |
| services | 195 | $4.4M–$11.7M |
| mining | 146 | $2M–$6.2M |
| finance-insurance-realestate | 83 | $553K–$2.3M |
| transport-utilities | 53 | $361K–$1.5M |
| wholesale | 22 | $359K–$1M |
| retail | 20 | $223K–$695K |
| construction | 6 | $6K–$90K |
| agriculture | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 171 | $3.5M–$9.8M |
| no ticker disclosed coverage | 169 | $542K–$3.4M |
| issuer has no SIC on record coverage | 6 | $83K–$245K |
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| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-08-05 | INTC | Sale | $100K–$250K | |
| 2026-08-05 | CLF | Sale | $100K–$250K | |
| 2026-08-05 | INTC | Sale | $100K–$250K | |
| 2026-08-05 | CLF | Sale | $100K–$250K | |
| 2026-08-05 | INTC | Sale | $100K–$250K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: Senate Special Committee on Aging · Senate Committee on Agriculture, Nutrition, and Forestry · Senate Committee on Armed Services · Senate Committee on Health, Education, Labor, and Pensions · Senate Committee on Veterans' Affairs
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2025-12-17 | AAPL | manufacturing | Senate Committee on Armed Services | |
| 2025-10-07 | OC | manufacturing | Senate Committee on Armed Services | |
| 2025-10-07 | PEP | manufacturing | Senate Committee on Armed Services | |
| 2025-10-07 | AAPL | manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | BMY | manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | LLY | manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | ADM | manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | AAPL | manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | STZ | manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | AMGN | manufacturing | Senate Committee on Armed Services | |
| 2025-01-10 | CARR | manufacturing | Senate Committee on Armed Services | |
| 2025-01-10 | TXN | manufacturing | Senate Committee on Armed Services |
1,007 trades predate the membership snapshot's validity window — unanswerable, not cleared · 20 trades touch committees outside the jurisdiction mapping (SPAG, SSHR, SSVA) — 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
1,391 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 | XLP | SPDR Select Sector Fund - Consumer Staples | — | $15K–$50K | amendment pending | Traded → Filed LATE·231d | |
| Purchase | XLV | SPDR Select Sector Fund - Health Care | — | $15K–$50K | amendment pending | Traded → Filed LATE·231d | |
| Purchase | XLU | SPDR Select Sector Fund - Utilities | — | $15K–$50K | amendment pending | Traded → Filed LATE·231d | |
| Sale | GOOGL | Alphabet Cl A | · partial (partial sale, member-owned) | $1K–$15K | amendment pending | Traded → Filed LATE·231d | |
| Sale | AAPL | Apple Inc | · partial (partial sale, member-owned) | $50K–$100K | amendment pending | Traded → Filed LATE·231d | |
| Sale | OC | Owens Corning Inc | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| Sale | MSFT | Microsoft Corp | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| Sale | PEP | Pepsico Inc | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| Sale | AAPL | Apple Inc | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| Sale | GOOGL | Alphabet Inc. - Class A Common Stock | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| Sale | ORCL | Oracle Corporation Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| Sale | — | BIRMINGHAM ALA GO WTS SER. 2018 B | · JT (jointly owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·302d | |
| Sale | DUK | Duke Energy Corp | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | BMY | Bristol-Myers Squibb Company | — | $1K–$15K | amendment pending | Traded → Filed LATE·477d | |
| Sale | JPM | JP Morgan Chase & Company | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | GS | Goldman Sachs Group | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | LLY | Eli Lilly and Company | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | ADM | Archer Daniels Midland | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | MA | Mastercard Inc | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | — | Qualcomm Inc | · JT (jointly owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·477d | |
| Sale | AAPL | Apple Inc | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | STZ | Constellation Brands Inc | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | PYPL | Paypal Holdings | — | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | MSFT | Microsoft Corp | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | CSX | CSX Corp | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | GOOGL | Alphabet Cl A | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Sale | AMGN | Amgen Inc | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| Purchase | USIG | iShares Broad USD Investment Grade Corporate Bond | — | $50K–$100K | amendment pending | Traded → Filed LATE·477d | |
| Sale | CARR | Carrier Global Corp | · JT (jointly owned) | $1K–$15K | amendment pending | Traded → Filed LATE·572d | |
| Sale | TXN | Texas Instruments Incorporated - Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| Sale | AAPL | Apple Inc | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| Sale | MSFT | Microsoft Corp | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| Sale | DEO | Diageo Plc ADR | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| Sale | TSCO | Tractor Supply Company | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| Sale | TRV | The Travelers Companies, Inc. Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | JNJ | Johnson & Johnson Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | — | Otis Worldwide Corporation Common Stock | · JT (jointly owned) | $1K–$15K | amendment pendingno ticker | Traded → Filed LATE·645d | |
| Sale | ADBE | Adobe Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | KMB | Kimberly-Clark Corporation Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | CTVA | Corteva, Inc. Common Stock | · JT (jointly owned) | $1K–$15K | amendment pending | Traded → Filed LATE·645d | |
| Sale | MCD | McDonald's Corporation Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | — | Nestle ADR | · JT (jointly owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·645d | |
| Sale | HON | Honeywell International Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | MSFT | Microsoft Corporation - Common Stock | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | OC | Owens Corning Inc Common Stock New | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | AAPL | Apple Inc. - Common Stock | · partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | TRV | The Travelers Companies, Inc. Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | JNJ | Johnson & Johnson Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| Sale | — | Otis Worldwide Corporation Common Stock | · JT (jointly owned) | $1K–$15K | amendment pendingno ticker | Traded → Filed LATE·645d | |
| Sale | ADBE | Adobe Inc. - Common Stock | · JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d |
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 1,391 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-05 | 5 | |
| 2026-08-05 | 7 | |
| 2026-08-05 | 16 | |
| 2026-08-05 | 6 | |
| 2026-08-05 | 12 | |
| 2026-08-05 | 12 | |
| 2026-08-05 | 6 | |
| 2026-08-05 | 94 | |
| 2026-08-05 | 19 | |
| 2026-07-16 | 11 | |
| 2024-05-15 | 71 | |
| 2024-03-15 | 8 | |
| 2024-02-14 | 60 | |
| 2024-01-12 | 15 | |
| 2023-12-15 | 13 | |
| 2023-11-16 | 87 | |
| 2023-10-13 | 25 | |
| 2023-09-15 | 19 | |
| 2023-08-14 | 33 | |
| 2023-07-14 | 43 | |
| 2023-06-15 | 50 | |
| 2023-05-12 | 76 | |
| 2023-04-12 | 17 | |
| 2023-03-14 | 2 | |
| 2023-02-14 | 24 | |
| 2023-01-13 | 24 | |
| 2022-12-14 | 22 | |
| 2022-11-10 | 69 | |
| 2022-10-12 | 12 | |
| 2022-09-15 | 37 | |
| 2022-08-15 | 8 | |
| 2022-07-13 | 37 | |
| 2022-06-13 | 7 | |
| 2022-05-13 | 10 | |
| 2022-04-08 | 65 | |
| 2022-03-11 | 25 | |
| 2022-02-14 | 65 | |
| 2022-01-12 | 13 | |
| 2021-12-10 | 23 | |
| 2021-11-10 | 24 | |
| 2021-10-15 | 34 | |
| 2021-09-08 | 17 | |
| 2021-08-13 | 30 | |
| 2021-07-23 | 132 | |
| 2021-07-16 | 6 |
Signals
all signals ↗| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| CARR | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $1.0K–$15.0K | |
| STZ | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $15.0K–$50.0K | |
| EIBLX | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $50.0K–$100K | |
| ASML | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $15.0K–$50.0K | |
| MCD | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $15.0K–$50.0K | |
| JPM | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $1.0K–$15.0K | |
| UI | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $1.0K–$15.0K | |
| GS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $15.0K–$50.0K | |
| FDS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $1.0K–$15.0K | |
| SOLV | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-08-05 | $1.0K–$15.0K |
Filed dates lag the trades
How this is computed
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding.
PLANNED annual holdings · 13F overlap
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 |
|---|---|---|---|
| AAPL | 6 | $125K–$350K§ | 2025-12 |
| MSFT | 5 | $75K–$250K§ | 2025-10 |
| GOOGL | 3 | $31K–$115K§ | 2025-12 |
| OC | 3 | $45K–$150K§ | 2025-10 |
| ADBE | 2 | $30K–$100K§ | 2024-10 |
| CSX | 2 | $30K–$100K§ | 2026-06 |
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.