890 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 $16K–$65K, sales $186K–$665K; 25Q1: no purchases, sales $15K–$50K; 25Q2: no purchases, sales $63K–$245K; 25Q3: no purchases, sales $154K–$560K; 25Q4: purchases $3K–$45K, sales $30K–$100K; 26Q1: no purchases, sales $26K–$215K; 26Q2: purchases $16K–$65K, sales $276K–$765K; 26Q3: no purchases, sales $20K–$125K
| 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 | LLY | Eli Lilly and Company | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation | 2024-10-30 | — |
| BUY | JPJQL | JP MORGAN CHASE (OTC Markets) | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2014-03-13 | — |
| BUY | WMT | Walmart Inc. | Purchases $22K–$155K; sales — | 8 | 0 | $22.0K to $155K net accumulation≈ | 2018-08-28 | — |
| BUY | COHR | Coherent Corp. Common Stock | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2026-06-25 | — |
| BUY | DLR | Digital Realty Trust, Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-02-13 | — |
| BUY | LMT | Lockheed Martin Corporation | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2016-01-06 | — |
| BUY | BEAV | B/E Aerospace Inc. (NASDAQ) | Purchases $61K–$215K; sales $15K–$50K | 5 | 1 | $11.0K to $200K net accumulation≈ | 2014-12-18 | — |
| BUY | BRK-B | Berkshire Hathaway Inc. | Purchases $5K–$75K; sales — | 5 | 0 | $5.0K to $75.0K net accumulation≈ | 2018-08-06 | — |
| BUY | TWX | Time Warner Inc. (NYSE) | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2014-02-19 | — |
| BUY | CSCO | Cisco Systems, Inc. | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2017-07-28 | — |
| BUY | GOOGL | Alphabet Inc. | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2016-11-15 | — |
| BUY | GPRO | GoPro, Inc. (NASDAQ) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2015-07-07 | — |
| BUY | PG | The Procter & Gamble Company | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2019-02-27 | — |
| BUY | RTN | Raytheon Company (NYSE) | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2015-09-22 | — |
| BUY | DAL | Delta Air Lines, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-06-06 | — |
| BUY | FEYE | FireEye, Inc. (NASDAQ) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-05-27 | — |
| BUY | GH | Guardant Health Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-11-21 | — |
| BUY | HOT | Starwood Hotels & Resorts Worldwide Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-03-01 | — |
| BUY | HPQ | HP Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-07-25 | — |
| BUY | HSY | Hershey Foods Corp | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-11-21 | — |
| BUY | HYT | Blackrock Corporate High Yield (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-08-21 | — |
| BUY | ISIS | Isis Pharmaceuticals, Inc. (NASDAQ) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-09-18 | — |
| BUY | MU | Micron Technology, Inc. - Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-06-25 | — |
| BUY | QQQ | PowerShares QQQ Trust, Series 1 (NASDAQ) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-10-02 | — |
| BUY | SYK | Stryker Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-24 | — |
| BUY | VDC | Vanguard Consumer Staples ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-05-09 | — |
| BUY | VEVIX | Victory Sycamore Established Value I | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-05-25 | — |
| BUY | XER.BE | XEROX CORP | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-05-04 | — |
| MIXED | IR | Ingersoll Rand Inc | Purchases $30K–$100K; sales $2K–$30K | 2 | 2 | $0 to $98.0K≈ | 2024-04-09 | — |
| MIXED | NVS | Novartis Ag ADR | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2024-04-09 | — |
| MIXED | -- RTX | UTX - United Technologies Corporation (Exchanged) Raytheon Technologies Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-04-03 | — |
| MIXED | AET CVS | Aetna Inc. (Exchanged) CVS Health Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-11-29 | — |
| MIXED | ASIX | AdvanSix Inc. | Purchases —; sales — | 0 | 0 | $0≈ | 2016-10-03 | — |
| MIXED | FTV | Fortive Corporation | Purchases —; sales — | 0 | 0 | $0≈ | 2016-07-05 | — |
| MIXED | FTV VNT | Fortive Corporation (Exchanged) Vontier Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-10-09 | — |
| MIXED | JNJ KVUE | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2023-08-24 | — |
| MIXED | MAR | MAR - Marriott International, Inc. | Purchases —; sales — | 0 | 0 | $0≈ | 2016-09-26 | — |
| MIXED | RTN UTX | Raytheon Company (Exchanged) Raytheon Technologies Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-04-03 | — |
| MIXED | T WBD | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2022-04-11 | — |
| MIXED | UTX CARR | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-04-07 | — |
| MIXED | UTX OTIS | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-04-07 | — |
| MIXED | LLTC | Linear Technology Corporation | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2017-03-14 | — |
| MIXED | BTO | John Hancock Financial Opportunities Fund Common S | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-20 | — |
| MIXED | PRU | Prudential Financial, Inc. (NYSE) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2015-05-07 | — |
| MIXED | SQ | Block, Inc. Class A Common Stock, | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-09-20 | — |
| MIXED | USB | U.S. Bancorp | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2018-01-17 | — |
| MIXED | A | Agilent Technologies Inc. (NYSE) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-24 | — |
| MIXED | ABBV | AbbVie Inc. (NYSE) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-03-10 | — |
| MIXED | ABT | ABT-Abbott Laboratories | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-02-23 | — |
| MIXED | CCI | Crown Castle Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-06-25 | — |
| MIXED | CELH | Celsius Holdings Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-10-08 | — |
| MIXED | CERN | Cerner Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-05-18 | — |
| MIXED | ILMN | Illumina, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-03-11 | — |
| MIXED | KHC | The Kraft Heinz Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-11-19 | — |
| MIXED | LOW | Lowe's Companies, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-07-20 | — |
| MIXED | ON | ON Semiconductor Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-09-28 | — |
| MIXED | PFE | Pfizer Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-11 | — |
| MIXED | PYPL | Paypal Holdings | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-09-20 | — |
| MIXED | SNOW | Snowflake Inc Cl A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-08-15 | — |
| MIXED | TRIP | TripAdvisor Inc. (NASDAQ) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-06-15 | — |
| MIXED | WBA | Walgreens Boots Alliance, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-05-24 | — |
| MIXED | WFC | Wells Fargo & Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-10-26 | — |
| MIXED | WPC | W. P. Carey Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-04-03 | — |
| MIXED | TMUS | T-Mobile US, Inc. | Purchases $15K–$50K; sales $2K–$30K | 1 | 2 | −$15.0K to $48.0K≈ | 2017-11-07 | — |
| SELL | AKAM | Akamai Technologies, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-05-16 | — |
| SELL | BHF | Brighthouse Financial, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-08-24 | — |
| SELL | BIVV | Bioverativ Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-05-24 | — |
| SELL | CSX | CSX Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-08-28 | — |
| SELL | DE | Deere & Company (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-21 | — |
| SELL | GME | GameStop Corp. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-01-05 | — |
| SELL | HMC | Honda Motor Co., Ltd. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-09 | — |
| SELL | HSBC | HSBC Holdings plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-10-26 | — |
| SELL | IONS | Ionis Pharmaceuticals, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-01-20 | — |
| SELL | KEYS | Keysight Technologies, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-12-18 | — |
| SELL | LW | LW-Lamb Weston Holdings, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-01-30 | — |
| SELL | MDT | Medtronic plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-01-11 | — |
| SELL | MMC | Marsh & McLennan Companies, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-05-10 | — |
| SELL | NKE | NIKE, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-05-30 | — |
| SELL | SO | SO-SO-Southern Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-22 | — |
| SELL | TEL | TE Connectivity Ltd. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-04-18 | — |
| SELL | VMW | VMware, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-04-19 | — |
| SELL | WEC | WEC-WEC-WEC Energy Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-22 | — |
| MIXED | V | Visa Inc. | Purchases $76K–$265K; sales $18K–$95K | 6 | 4 | −$19.0K to $247K≈ | 2018-04-03 | — |
| MIXED | AMGN | Amgen Inc. - Common Stock | Purchases $37K–$205K; sales $4K–$60K | 9 | 4 | −$23.0K to $201K≈ | 2026-08-12 | — |
| MIXED | NWL | Newell Brands Inc. | Purchases $7K–$105K; sales $2K–$30K | 7 | 2 | −$23.0K to $103K≈ | 2017-12-18 | — |
| MIXED | EL | Estee Lauder Companies | Purchases $6K–$90K; sales $2K–$30K | 6 | 2 | −$24.0K to $88.0K≈ | 2025-04-29 | — |
| MIXED | KLXI | KLX Inc. (NASDAQ) | Purchases $6K–$90K; sales $2K–$30K | 6 | 2 | −$24.0K to $88.0K≈ | 2015-01-14 | — |
| MIXED | PANW | Palo Alto Networks, Inc. | Purchases $6K–$90K; sales $2K–$30K | 6 | 2 | −$24.0K to $88.0K≈ | 2017-01-11 | — |
| MIXED | JPM | JP Morgan Chase & Co. Common Stock | Purchases $39K–$235K; sales $16K–$65K | 11 | 2 | −$26.0K to $219K≈ | 2026-04-13 | — |
| MIXED | TWTR | Twitter, Inc. | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2017-05-24 | — |
| MIXED | UA | UA - Under Armour, Inc. | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2016-08-08 | — |
| MIXED | MET | Metlife Inc | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-11-19 | — |
| MIXED | PCAR | PACCAR Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2015-07-20 | — |
| MIXED | TJX | The TJX Companies, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2017-09-20 | — |
| MIXED | AIG | American International Group, Inc. (NYSE) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-01-14 | — |
| MIXED | KVUE | Kenvue Inc | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2025-08-28 | — |
| MIXED | SSYS | Stratasys Ltd. (NASDAQ) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-04-06 | — |
| SELL | CARR | Carrier Global Corporation | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-04-07 | — |
| SELL | DD | E. I. du Pont de Nemours and Company (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-01-14 | — |
| SELL | EMR | Emerson Electric Co. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-07-10 | — |
| SELL | HYH | Halyard Health, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-02-23 | — |
| SELL | OTIS | Otis Worldwide Corporation | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-04-07 | — |
| SELL | REZI | Resideo Technologies, Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-12-04 | — |
| SELL | STT | State Street Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-03-10 | — |
| SELL | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-09-20 | — |
| MIXED | ADI | Analog Devices | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2025-07-03 | — |
| MIXED | BAC | Bank of America Corporation | Purchases $17K–$80K; sales $15K–$50K | 3 | 1 | −$33.0K to $65.0K≈ | 2017-05-16 | — |
| MIXED | CMRE | Costamare Inc. (NYSE) | Purchases $17K–$80K; sales $15K–$50K | 3 | 1 | −$33.0K to $65.0K≈ | 2015-02-12 | — |
| MIXED | AMZN | Amazon.com, Inc. | Purchases $31K–$115K; sales $16K–$65K | 3 | 2 | −$34.0K to $99.0K≈ | 2018-12-28 | — |
| MIXED | MGA | Magna International Inc. | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2018-05-07 | — |
| MIXED | PSA | Public Storage | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2016-12-23 | — |
| MIXED | CGNX | Cognex Corporation | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-03-11 | — |
| MIXED | NEE | NextEra Energy, Inc. (NYSE) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2014-09-16 | — |
| MIXED | NOV | National Oilwell Varco, Inc. (NYSE) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2014-09-03 | — |
| MIXED | SIEGY | Siemens Aktiengesellschaft | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-03-11 | — |
| MIXED | TGT | Target Corp | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2023-12-07 | — |
| MIXED | UTX | United Technologies Corporation (NYSE) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-09-18 | — |
| MIXED | KORS | Michael Kors Holdings Limited (NYSE) | Purchases $20K–$125K; sales $4K–$60K | 6 | 4 | −$40.0K to $121K≈ | 2015-05-27 | — |
| MIXED | PEP | PepsiCo, Inc. - Common Stock | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2026-03-30 | — |
| MIXED | GS | Goldman Sachs Group, Inc. (The) Common Stock | Purchases $7K–$105K; sales $15K–$50K | 7 | 1 | −$43.0K to $90.0K≈ | 2024-06-27 | — |
| MIXED | MA | Mastercard Incorporated Common Stock | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2026-02-23 | — |
| MIXED | QLIK | Qlik Technologies, Inc. (NASDAQ) | Purchases $6K–$90K; sales $15K–$50K | 6 | 1 | −$44.0K to $75.0K≈ | 2015-08-28 | — |
| MIXED | WM | Waste Management, Inc. | Purchases $5K–$75K; sales $15K–$50K | 5 | 1 | −$45.0K to $60.0K≈ | 2020-02-13 | — |
| SELL | CAG | Conagra Brands Inc | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2024-07-30 | — |
| SELL | VLTO | Veralto Corporation | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2023-11-29 | — |
| MIXED | HAS | Hasbro, Inc. | Purchases $4K–$60K; sales $15K–$50K | 4 | 1 | −$46.0K to $45.0K≈ | 2019-02-12 | — |
| MIXED | MCK | McKesson Corporation | Purchases $4K–$60K; sales $15K–$50K | 4 | 1 | −$46.0K to $45.0K≈ | 2017-09-20 | — |
| MIXED | REGN | Regeneron Pharmaceuticals, Inc. | Purchases $4K–$60K; sales $15K–$50K | 4 | 1 | −$46.0K to $45.0K≈ | 2017-12-18 | — |
| MIXED | DEO | Diageo Plc ADR | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2024-05-08 | — |
| MIXED | JCI | Johnson Controls International plc | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2017-12-05 | — |
| MIXED | MRK | Merck & Co., Inc. | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2017-11-27 | — |
| MIXED | BABA | Alibaba Group Holding Limited American Depositary | Purchases $17K–$80K; sales $16K–$65K | 3 | 2 | −$48.0K to $64.0K≈ | 2021-08-30 | — |
| MIXED | CB | Chubb Limited | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2020-09-09 | — |
| MIXED | CHL | China Mobile Limited (NYSE) | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2015-06-15 | — |
| MIXED | MSFT | Microsoft Corp | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2025-09-04 | — |
| MIXED | INTC | Intel Corp | Purchases $16K–$65K; sales $16K–$65K | 2 | 2 | −$49.0K to $49.0K≈ | 2023-09-20 | — |
| MIXED | AXP | American Express Company | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2016-09-28 | — |
| MIXED | PGR | Progressive Corp | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2025-10-27 | — |
| MIXED | TU | TELUS Corporation (NYSE) | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2015-05-27 | — |
| MIXED | COF | Capital One Financial Corporation | Purchases $15K–$50K; sales $16K–$65K | 1 | 2 | −$50.0K to $34.0K≈ | 2018-12-19 | — |
| SELL | COST | Costco Wholesale Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-01-17 | — |
| SELL | EBAY | eBay Inc. (NASDAQ) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-04-29 | — |
| SELL | MDP | Meredith Corporation (NYSE) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-07-21 | — |
| SELL | RTX | RTX Corporation Common Stock | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-04-09 | — |
| SELL | RYAAY | Ryanair Holdings plc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2016-08-18 | — |
| SELL | SYMC | Symantec Corporation (NASDAQ) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-01-29 | — |
| SELL | XLNX | Xilinx Inc. (NASDAQ) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-05-09 | — |
| SELL | YUM | Yum! Brands, Inc. (NYSE) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-10-02 | — |
| MIXED | KO | Coca-Cola Company | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2025-11-21 | — |
| MIXED | VZ | Verizon Communications Inc. Common Stock | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2026-02-23 | — |
| MIXED | CMCSA | Comcast Corp A | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2024-03-13 | — |
| MIXED | ESRX | Express Scripts Holding Company | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2016-07-07 | — |
| MIXED | QCOM | QUALCOMM Incorporated | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2017-09-20 | — |
| SELL | LNKD | LinkedIn Corporation (NYSE) | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2014-07-29 | — |
| SELL | MO | Altria Group, Inc. | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2017-01-30 | — |
| MIXED | C | Citigroup Inc | Purchases $8K–$120K; sales $5K–$75K | 8 | 5 | −$67.0K to $115K≈ | 2023-09-20 | — |
| MIXED | IBM | International Business Machines Corporation | Purchases $22K–$155K; sales $6K–$90K | 8 | 6 | −$68.0K to $149K≈ | 2019-12-19 | — |
| MIXED | F | Ford Motor Company | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2018-12-28 | — |
| MIXED | BIIB | Biogen Inc. | Purchases $23K–$170K; sales $18K–$95K | 9 | 4 | −$72.0K to $152K≈ | 2019-03-22 | — |
| MIXED | BMY | Bristol-Myers Squibb Company | Purchases $7K–$105K; sales $17K–$80K | 7 | 3 | −$73.0K to $88.0K≈ | 2018-12-28 | — |
| MIXED | ORCL | Oracle Corporation Common Stock | Purchases $6K–$90K; sales $17K–$80K | 6 | 3 | −$74.0K to $73.0K≈ | 2026-05-07 | — |
| MIXED | DIS | Walt Disney Company | Purchases $5K–$75K; sales $17K–$80K | 5 | 3 | −$75.0K to $58.0K≈ | 2024-10-29 | — |
| MIXED | DISH | DISH Network Corporation | Purchases $5K–$75K; sales $17K–$80K | 5 | 3 | −$75.0K to $58.0K≈ | 2017-12-05 | — |
| MIXED | M | Macy's, Inc. | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2015-12-28 | — |
| MIXED | UL | Unilever Plc ADR | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2024-04-09 | — |
| SELL | BUD | Anheuser-Busch InBev SA/NV | Purchases $1K–$15K; sales $17K–$80K | 1 | 3 | −$79.0K to −$2.0K net disposal≈ | 2018-12-04 | — |
| SELL | ESS | Essex Property Trust, Inc. Common Stock | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2023-04-18 | — |
| SELL | LB | L Brands, Inc. | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2017-05-16 | — |
| SELL | VOD | VOD-VOD-Vodafone Group Plc | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2016-09-28 | — |
| MIXED | HD | Home Depot, Inc. (The) Common Stock | Purchases $2K–$30K; sales $18K–$95K | 2 | 4 | −$93.0K to $12.0K≈ | 2026-02-23 | — |
| MIXED | NFLX | Netflix, Inc. | Purchases $19K–$110K; sales $31K–$115K | 5 | 3 | −$96.0K to $79.0K≈ | 2019-02-27 | — |
| MIXED | ACE | ACE Limited (NYSE) | Purchases $4K–$60K; sales $30K–$100K | 4 | 2 | −$96.0K to $30.0K≈ | 2015-01-23 | — |
| MIXED | CY | Cypress Semiconductor Corporation (NASDAQ) | Purchases $4K–$60K; sales $30K–$100K | 4 | 2 | −$96.0K to $30.0K≈ | 2015-06-15 | — |
| SELL | ACN | Accenture plc | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2016-06-07 | — |
| SELL | CAT | CAT-Caterpillar Inc. | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2016-08-15 | — |
| SELL | CP | Canadian Pacific Railway Limited | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2016-01-20 | — |
| SELL | GIS | General Mills, Inc. (NYSE) | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2014-04-29 | — |
| SELL | JNJ | Johnson & Johnson | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-07-03 | — |
| SELL | MMM | 3M Company | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2023-09-20 | — |
| SELL | TT | Trane Technologies plc | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2020-09-30 | — |
| SELL | APA | Apache Corp. (NYSE) | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2014-09-04 | — |
| SELL | KMB | Kimberly-Clark Corp | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2023-11-16 | — |
| MIXED | LRCX | Lam Research Corporation - Common Stock | Purchases $8K–$120K; sales $31K–$115K | 8 | 3 | −$107K to $89.0K≈ | 2026-08-13 | — |
| MIXED | BA | The Boeing Company | Purchases $4K–$60K; sales $31K–$115K | 4 | 3 | −$111K to $29.0K≈ | 2019-03-15 | — |
| SELL | MCD | McDonald's Corp | Purchases $2K–$30K; sales $31K–$115K | 2 | 3 | −$113K to −$1.0K net disposal≈ | 2026-01-09 | — |
| MIXED | GILD | Gilead Sciences, Inc. | Purchases $40K–$250K; sales $22K–$155K | 12 | 8 | −$115K to $228K≈ | 2017-09-20 | — |
| SELL | UNP | Union Pacific Corporation | Purchases —; sales $31K–$115K | 0 | 3 | −$115K to −$31.0K net disposal≈ | 2018-12-04 | — |
| MIXED | SBUX | Starbucks Corp | Purchases $6K–$90K; sales $21K–$140K | 6 | 7 | −$134K to $69.0K≈ | 2026-01-09 | — |
| MIXED | CVS | CVS Health Corporation | Purchases $4K–$60K; sales $33K–$145K | 4 | 5 | −$141K to $27.0K≈ | 2019-08-27 | — |
| MIXED | ETN | Eaton Corporation plc | Purchases $3K–$45K; sales $33K–$145K | 3 | 5 | −$142K to $12.0K≈ | 2018-12-04 | — |
| SELL | SLB | Schlumberger Limited (NYSE) | Purchases $1K–$15K; sales $45K–$150K | 1 | 3 | −$149K to −$30.0K net disposal≈ | 2014-09-16 | — |
| SELL | UNH | Unitedhealth Group Inc | Purchases —; sales $45K–$150K | 0 | 3 | −$150K to −$45.0K net disposal≈ | 2025-09-04 | — |
| MIXED | GE | General Electric Company | Purchases $2K–$30K; sales $22K–$155K | 2 | 8 | −$153K to $8.0K≈ | 2018-01-31 | — |
| SELL | HON | Honeywell International Inc | Purchases —; sales $46K–$165K | 0 | 4 | −$165K to −$46.0K net disposal≈ | 2025-09-04 | — |
| MIXED | FB | Facebook, Inc. | Purchases $11K–$165K; sales $47K–$180K | 11 | 5 | −$169K to $118K≈ | 2019-02-27 | — |
| MIXED | T | AT&T Inc | Purchases $11K–$165K; sales $47K–$180K | 11 | 5 | −$169K to $118K≈ | 2023-09-20 | — |
| SELL | VAR | Varian Medical Systems, Inc. (NYSE) | Purchases —; sales $60K–$200K | 0 | 4 | −$200K to −$60.0K net disposal≈ | 2014-02-19 | — |
| SELL | MCHP | Microchip Technology Incorporated - Common Stock | Purchases —; sales $61K–$215K | 0 | 5 | −$215K to −$61.0K net disposal≈ | 2021-08-30 | — |
| SELL | CLX | The Clorox Company (NYSE) | Purchases —; sales $75K–$250K | 0 | 5 | −$250K to −$75.0K net disposal≈ | 2014-02-19 | — |
| SELL | VFC | V.F. Corporation | Purchases —; sales $54K–$285K | 0 | 12 | −$285K to −$54.0K net disposal≈ | 2016-05-17 | — |
| SELL | DHR | Danaher Corp | Purchases $1K–$15K; sales $66K–$290K | 1 | 10 | −$289K to −$51.0K net disposal≈ | 2025-08-28 | — |
| SELL | NSRGY | Nestlé S.A. | Purchases —; sales $90K–$300K | 0 | 6 | −$300K to −$90.0K net disposal≈ | 2019-06-05 | — |
| MIXED | TSLA | Tesla Inc | Purchases $23K–$170K; sales $146K–$415K | 9 | 5 | −$392K to $24.0K≈ | 2024-10-28 | — |
| SELL | AAPL | Apple Inc. - Common Stock | Purchases —; sales $158K–$620K | 0 | 18 | −$620K to −$158K net disposal≈ | 2026-06-24 | — |
| SELL | NVDA | NVIDIA Corporation - Common Stock | Purchases $10K–$150K; sales $308K–$895K | 10 | 12 | −$885K to −$158K net disposal≈ | 2026-08-13 | — |
filings incl. 21 paper: 133distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 890 · disclosed flow · trailing 12m: $371K–$1.3Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +29dmedian days between trade date and filing date, over rows that disclose both · late filings: 247rows 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 | Trades | Flow range |
|---|---|---|
| manufacturing | 396 | $2M–$10M |
| finance-insurance-realestate | 90 | $356K–$2M |
| retail | 64 | $274K–$1.5M |
| services | 63 | $301K–$1.5M |
| transport-utilities | 61 | $299K–$1.5M |
| wholesale | 8 | $22K–$155K |
| mining | 5 | $96K–$265K |
| ticker not resolved to an issuer coverage | 143 | $717K–$3.6M |
| no ticker disclosed coverage | 55 | $440K–$1.8M |
| issuer has no SIC on record coverage | 5 | $5K–$75K |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-09-02 | NVDA | Sale | $15K–$50K | |
| 2026-07-08 | NVDA | Sale | $15K–$50K | |
| 2026-07-08 | COHR | Purchase | $15K–$50K | |
| 2026-07-08 | AAPL | Sale | $15K–$50K | |
| 2026-07-08 | AAPL | Sale | $15K–$50K |
Serves on: Commission on Security and Cooperation in Europe · United States Senate Caucus on International Narcotics Control (Chairman) · Senate Committee on the Budget · Senate Committee on Environment and Public Works (Ranking Member) · Senate Committee on Finance · Senate Committee on the Judiciary
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-02-23 | VZ | transport-utilities | Senate Committee on Environment and Public Works | |
| 2025-09-04 | VZ | transport-utilities | Senate Committee on Environment and Public Works |
| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | NVDA | NVIDIA Corporation - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +20d | ||
| Sale | LRCX | Lam Research Corporation - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | AMGN | Amgen Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | — | SDZNY- Sandoz Group AG ADR | — | $1K–$15K | no ticker | Traded → Filed +27d | |
| Sale | LOW | Lowe's Companies, Inc. Common Stock | · partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +8d | ||
| Purchase | COHR | Coherent Corp. Common Stock | — | $15K–$50K | Traded → Filed +13d | ||
| Purchase | MU | Micron Technology, Inc. - Common Stock | — | $1K–$15K | Traded → Filed +13d | ||
| Sale | CCI | Crown Castle Inc. Common Stock | — | $1K–$15K | Traded → Filed +13d | ||
| Sale | AAPL | Apple Inc. - Common Stock | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +14d | ||
| Sale | AAPL | Apple Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +14d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock | · partial (partial sale, member-owned) | $100K–$250K | Traded → Filed +25d | ||
| Sale | NVDA | NVIDIA Corporation - Common Stock | · partial · SP (partial sale, spouse-owned) | $100K–$250K | Traded → Filed +25d | ||
| Sale | ORCL | Oracle Corporation Common Stock | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | JPM | JP Morgan Chase & Co. Common Stock | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +21d | ||
| Sale | PEP | PepsiCo, Inc. - Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | VZ | Verizon Communications Inc. Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | HD | Home Depot, Inc. (The) Common Stock | — | $1K–$15K | Traded → Filed +11d | ||
| Sale | PEP | PepsiCo, Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | PEP | PepsiCo, Inc. - Common Stock | · partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | MA | Mastercard Incorporated Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | MCD | McDonald's Corp | · SP (spouse-owned) | $15K–$50K | Traded → Filed +26d | ||
| Sale | SBUX | Starbucks Corp | — | $1K–$15K | Traded → Filed +26d | ||
| Sale | HD | Home Depot | · partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | NVDA | Nvidia Corp | · partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | SBUX | Starbucks Corp | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | NVDA | Nvidia Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | GH | Guardant Health Inc | — | $1K–$15K | Traded → Filed +10d | ||
| Purchase | HSY | Hershey Foods Corp | — | $1K–$15K | Traded → Filed +10d | ||
| Purchase | KO | Coca-Cola Company | — | $1K–$15K | Traded → Filed +10d | ||
| Sale | PGR | Progressive Corp | · SP (spouse-owned) | $15K–$50K | Traded → Filed +7d | ||
| Sale | NVDA | Nvidia Corp | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +14d | ||
| Sale | HON | Honeywell International Inc | — | $15K–$50K | Traded → Filed +29d | ||
| Sale | AMGN | Amgen Inc | — | $1K–$15K | Traded → Filed +29d | ||
| Sale | NVDA | Nvidia Corp | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | UNH | Unitedhealth Group Inc | — | $15K–$50K | Traded → Filed +29d | ||
| Sale | — | RI INFRASTRUCTURE BK SAFE DRINKIN | — | $15K–$50K | no ticker | Traded → Filed +29d | |
| Sale | AAPL | Apple Inc | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | MSFT | Microsoft Corp | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | VZ | Verizon Communications Inc | — | $1K–$15K | Traded → Filed +29d | ||
| Sale | LRCX | Lam Research Corp | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +6d | ||
| Sale | DHR | Danaher Corp | — | $1K–$15K | Traded → Filed +6d | ||
| Sale | UNH | Unitedhealth Group Inc | · SP (spouse-owned) | $15K–$50K | Traded → Filed +6d | ||
| Sale | KVUE | Kenvue Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +6d | ||
| Sale | NVDA | Nvidia Corp | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | ADI | Analog Devices | — | $15K–$50K | Traded → Filed +32d | ||
| Sale | EL | Estee Lauder Companies | — | $1K–$15K | Traded → Filed +14d | ||
| Sale | NVDA | Nvidia Corp | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | AAPL | Apple Inc | · partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +29d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-02 | 5 | |
| 2026-08-03 | 1 | |
| 2026-07-08 | 6 | |
| 2026-06-02 | 3 | |
| 2026-05-04 | 1 | |
| 2026-04-08 | 1 | |
| 2026-03-06 | 5 | |
| 2026-02-04 | 6 | |
| 2025-12-01 | 3 | |
| 2025-11-03 | 2 | |
| 2025-10-03 | 8 | |
| 2025-09-03 | 4 | |
| 2025-08-04 | 2 | |
| 2025-05-13 | 7 | |
| 2025-01-08 | 3 | |
| 2024-12-05 | 3 | |
| 2024-11-07 | 14 | |
| 2024-10-10 | 1 | |
| 2024-09-04 | 1 | |
| 2024-08-21 | 6 | |
| 2024-07-16 | 3 | |
| 2024-06-06 | 2 | |
| 2024-05-20 | 6 | |
| 2024-04-24 | 2 | |
| 2024-01-18 | 5 | |
| 2023-12-07 | 5 | |
| 2023-10-17 | 17 | |
| 2023-10-03 | 2 | |
| 2023-05-17 | 2 | |
| 2022-12-30 | 2 | |
| 2022-05-24 | 2 | |
| 2022-03-16 | 2 | |
| 2021-09-13 | 4 | |
| 2021-08-06 | 2 | |
| 2021-07-23 | 1 | |
| 2021-06-06 | 2 | |
| 2021-01-25 | 1 | |
| 2020-10-27 | 3 | |
| 2020-08-07 | 2 | |
| 2020-05-27 | 10 | |
| 2020-04-14 | 5 | |
| 2020-03-31 | 2 | |
| 2020-01-08 | 1 | |
| 2019-10-08 | 4 | |
| 2019-07-18 | 2 | |
| 2019-06-11 | 2 | |
| 2019-05-08 | 10 | |
| 2019-04-17 | 3 | |
| 2019-03-25 | 7 | |
| 2019-02-12 | 1 | |
| 2019-01-10 | 21 | |
| 2018-12-21 | 5 | |
| 2018-11-15 | 3 | |
| 2018-10-22 | 2 | |
| 2018-09-07 | 8 | |
| 2018-08-10 | 1 | |
| 2018-08-07 | 2 | |
| 2018-07-13 | 13 | |
| 2018-06-07 | 12 | |
| 2018-05-10 | 6 | |
| 2018-04-19 | 3 | |
| 2018-03-07 | 3 | |
| 2018-02-13 | 8 | |
| 2018-01-10 | 5 | |
| 2017-12-11 | 8 | |
| 2017-10-12 | 8 | |
| 2017-09-12 | 9 | |
| 2017-08-18 | 11 | |
| 2017-08-10 | 3 | |
| 2017-08-10 | 19 | |
| 2017-06-08 | 31 | |
| 2017-05-10 | 9 | |
| 2017-04-17 | 6 | |
| 2017-03-15 | 14 | |
| 2017-02-14 | 17 | |
| 2017-01-11 | 7 | |
| 2016-12-12 | 18 | |
| 2016-11-07 | 17 | |
| 2016-10-07 | 17 | |
| 2016-09-09 | 15 | |
| 2016-09-08 | 10 | |
| 2016-08-22 | 14 | |
| 2016-08-11 | 17 | |
| 2016-08-11 | 10 | |
| 2016-08-11 | 9 | |
| 2016-06-16 | 20 | |
| 2016-06-16 | 15 | |
| 2016-04-04 | 11 | |
| 2016-02-23 | 12 | |
| 2015-11-25 | 15 | |
| 2015-09-24 | 11 | |
| 2015-09-03 | 18 | |
| 2015-08-13 | 3 | |
| 2015-08-13 | 2 | |
| 2015-08-13 | 2 | |
| 2015-08-13 | 18 | |
| 2015-08-13 | 18 | |
| 2015-08-12 | 12 | |
| 2015-08-12 | 10 | |
| 2015-08-12 | 13 | |
| 2015-08-12 | 17 | |
| 2015-08-12 | 18 | |
| 2015-07-21 | 11 | |
| 2015-04-23 | 11 | |
| 2015-03-17 | 13 | |
| 2015-01-05 | 18 | |
| 2014-09-19 | 21 | |
| 2014-08-26 | 12 | |
| 2014-07-17 | 13 | |
| 2014-06-12 | 5 | |
| 2014-04-28 | 3 | |
| 2014-02-27 | 13 |
| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| MU | 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 | |
| COHR | 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 | $15.0K–$50.0K |
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 |
|---|---|---|---|
| NVDA | 12 | $308K–$895K§ | 2026-08 |
| SBUX | 7 | $21K–$140K§ | 2026-01 |
| AAPL | 5 | $75K–$250K§ | 2026-06 |
| VZ | 4 | $4K–$60K§ | 2026-02 |
| AMGN | 3 | $3K–$45K§ | 2026-08 |
| HON | 3 | $31K–$115K§ | 2025-09 |
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.
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.
| Filed ▾ | Status | Src |
|---|---|---|
| 2014-09-03 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-08-13 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-01-30 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-01-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-12-11 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-11-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-10-09 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-08-12 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-07-17 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-05-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-03-29 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-02-25 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-24 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-21 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-11-09 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-09-20 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-08-17 | paper filing — needs OCR retained and counted; zero machine-readable rows |