157 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: purchases $3K–$45K, no sales; 25Q1: purchases $4K–$60K, sales $3K–$45K; 25Q2: purchases $4K–$60K, sales $1K–$15K; 25Q3: no purchases, sales $69K–$1M; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
| 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 | APPL | Appell Pete Corp (APPL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation | 2024-09-26 | — |
| BUY | ARE | Alexandria Real Estate Equities, Inc. Common Stock (ARE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | EIX | Edison International Common Stock (EIX) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | ENB | Enbridge Inc Common Stock (ENB) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | GLPI | Gaming and Leisure Properties, Inc. - Common Stock (GLPI) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | LINE | Lineage, Inc. - Common Stock (LINE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | NSRGY | NESTLE S.A S/ADR (NSRGY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | ODFL | Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | PAGP | Plains GP Holdings, L.P. - Class A Shares representing limited partner interests (PAGP) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | PEG | Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | SRE | DBA Sempra Common Stock (SRE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| BUY | USB | U.S. Bancorp Common Stock (USB) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-09-26 | — |
| MIXED | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-07-11 | — |
| MIXED | MKC | McCormick & Company, Incorporated Common Stock (MKC) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-07-11 | — |
| MIXED | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | AMH | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | AMT | American Tower Corporation (AMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | APO | Apollo Global Management, Inc. (APO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | ARES | Ares Management Corporation Class A Common Stock (ARES) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | BLK | BlackRock, Inc. Common Stock (BLK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | BX | Blackstone Inc. Common Stock (BX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | ELS | Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | EQIX | Equinix, Inc. - Common Stock (EQIX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | EQR | Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | EQT | EQT Corporation Common Stock (EQT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | HD | Home Depot, Inc. (HD) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | ICE | Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-09-26 | — |
| MIXED | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | KMI | Kinder Morgan, Inc. Common Stock (KMI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | KO | Coca-Cola Company (KO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | LEN | Lennar Corporation Class A Common Stock (LEN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-09-26 | — |
| MIXED | LHX | L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | MCK | McKesson Corporation Common Stock (MCK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | MS | Morgan Stanley Common Stock (MS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | NOC | Northrop Grumman Corporation Common Stock (NOC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | OKE | ONEOK, Inc. Common Stock (OKE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | ORCL | Oracle Corporation Common Stock (ORCL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | OWL | Blue Owl Capital Inc. Class A Common Stock (OWL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | PG | Procter & Gamble Company (PG) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | PPL | PPL Corporation Common Stock (PPL) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | TMUS | T-Mobile US, Inc. (TMUS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | TRP | TC Energy Corporation Common Stock (TRP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| MIXED | WMB | Williams Companies, Inc. (WMB) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-07-11 | — |
| SELL | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | BAC | Bank of America Corporation Common Stock (BAC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | C | Citigroup, Inc. Common Stock (C) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | CL | Colgate-Palmolive Company Common Stock (CL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | EMR | Emerson Electric Company Common Stock (EMR) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | FCX | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | HON | Honeywell International Inc. (HON) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-02-28 | — |
| SELL | HPE | Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | MET | MetLife, Inc. Common Stock (MET) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | PEP | Pepsico, Inc. (PEP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | RHHBY | ROCHE HOLDING LTD S/ADR (RHHBY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | VICI | VICI Properties Inc. Common Stock (VICI) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | WCN | Waste Connections, Inc. Common Shares (WCN) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| SELL | WMT | Walmart Inc. Common Stock (WMT) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-07-11 | — |
| MIXED | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2025-07-11 | — |
| MIXED | OTIS | Otis Worldwide Corporation Common Stock (OTIS) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2025-07-11 | — |
filings incl. 0 paper: 2distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 157 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +225dmedian days between trade date and filing date, over rows that disclose both · late filings: 88rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 40 | $40K–$600K |
| finance-insurance-realestate | 35 | $35K–$525K |
| transport-utilities | 25 | $25K–$375K |
| services | 10 | $10K–$150K |
| retail | 5 | $5K–$75K |
| mining | 3 | $3K–$45K |
| construction | 2 | $2K–$30K |
| wholesale | 2 | $2K–$30K |
| no ticker disclosed coverage | 30 | $30K–$450K |
| ticker not resolved to an issuer coverage | 5 | $5K–$75K |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-07-08 | MCK | Purchase | $1K–$15K |
Serves on: House Committee on Financial Services · House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2025-07-11 | BX | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | AMH | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | BAC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | OWL | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | BLK | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | GS | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | MET | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | APO | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | ELS | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | JPM | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | EQIX | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-07-11 | ARES | finance-insurance-realestate | House Committee on Financial Services |
| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | MCK | McKesson Corporation Common Stock (MCK) [ST] | — | $1K–$15K | Traded → Filed LATE·547d | ||
| Sale | KO | Coca-Cola Company (KO) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | OTIS | Otis Worldwide Corporation Common Stock (OTIS) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | PPL | PPL Corporation Common Stock (PPL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | — | US Treasury Note 912828P46 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | US Treasury Note 91282CAY75 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | — | US Treasury Note 91282CFY2 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | PEP | Pepsico, Inc. (PEP) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | — | US Treasury Note 91282CNG2 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | BX | Blackstone Inc. Common Stock (BX) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | EMR | Emerson Electric Company Common Stock (EMR) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | VZ | Verizon Communications Inc. Common Stock (VZ) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | AMH | American Homes 4 Rent Common Shares of Beneficial Interest (AMH) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | ABBV | AbbVie Inc. Common Stock (ABBV) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | TMUS | T-Mobile US, Inc. (TMUS) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | — | US Treasury Note 91282CMP3 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | KMI | Kinder Morgan, Inc. Common Stock (KMI) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | — | US Treasury Note 91282CHA2 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | BAC | Bank of America Corporation Common Stock (BAC) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | — | US Treasury Note 91282CFF3 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | LHX | L3Harris Technologies, Inc. Common Stock (LHX) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | EQT | EQT Corporation Common Stock (EQT) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | — | US Treasury Note 91282CGM7 [GS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Sale | OWL | Blue Owl Capital Inc. Class A Common Stock (OWL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | SHW | Sherwin-Williams Company (SHW) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | CRM | Salesforce, Inc. Common Stock (CRM) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | MCK | McKesson Corporation Common Stock (MCK) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | OTIS | Otis Worldwide Corporation Common Stock (OTIS) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | BLK | BlackRock, Inc. Common Stock (BLK) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | OKE | ONEOK, Inc. Common Stock (OKE) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | GS | Goldman Sachs Group, Inc. (GS) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | ORCL | Oracle Corporation Common Stock (ORCL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | WCN | Waste Connections, Inc. Common Shares (WCN) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | HD | Home Depot, Inc. (HD) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | MET | MetLife, Inc. Common Stock (MET) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | APO | Apollo Global Management, Inc. (APO) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | CL | Colgate-Palmolive Company Common Stock (CL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | ELS | Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | NEE | NextEra Energy, Inc. Common Stock (NEE) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Sale | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | — | $1K–$15K | Traded → Filed +40d |
| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| MCK | 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 | 2026-07-08 | $1.0K–$15.0K |
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding.
PLANNED annual holdings · 13F overlap
| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| ASML | 3 | $3K–$45K§ | 2025-07 |
| AVGO | 3 | $3K–$45K§ | 2025-07 |
| MKC | 3 | $3K–$45K§ | 2025-07 |
| OTIS | 3 | $3K–$45K§ | 2025-07 |
| ABBV | 2 | $2K–$30K§ | 2025-07 |
| AMH | 2 | $2K–$30K§ | 2025-07 |
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.