Largest disclosed lower bound
Sheldon Whitehouse · $1.0K–$15.0K
Sale · traded 2023-09-20 → filed 2023-10-17. Ranked over every BTO row by the provable lower bound, never a point estimate.
Public record / Tickers / BTO
BTO — JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND†
Both disclosure regimes on one name: who in Congress filed about BTO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.
- Congress txns
- 6 all PTR rows naming BTO
- Members · 12m
- 0 0 buys · 0 sells · by trade date
- Latest PTR
- 10-17 filed 2023-10-17
- 13F holders
- — ticker not resolved to an issuer
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart
Congress · trailing 12 months
No member disclosed BTO in the trailing 12 months
Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.
Timeliness
Every row filed inside the 45-day window
Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.
Congress · disclosure timeline
TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUNDNo dated BTO rows fall inside the trailing 24 months by trade date.
Trade date, not filing date — the lag lives in the table below. 0 rows placed.
PLANNED institutional holder flow by quarter
Congressional disclosures
ALL PTR ROWS NAMING BTO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗| Filed ▾ | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2023-10-17 | Sheldon Whitehouse D–RI | Sale · SP (spouse-owned) | Traded 09-20 +27d | $1K–$15K | ||
| 2018-07-13 | Sheldon Whitehouse D–RI | Purchase · JT (jointly owned) | Traded 06-13 +30d | $1K–$15K | ||
| 2017-08-18 | Sheldon Whitehouse D–RI | Purchase · SP (spouse-owned) | Traded 07-25 +24d | $1K–$15K | ||
| 2016-09-28 | Raúl M. Grijalva D–AZ-7 | Sale · SP (spouse-owned) | Traded 09-19 +9d | $1K–$15K | ||
| 2015-02-02 | Raúl M. Grijalva D–AZ-7 | Purchase · SP (spouse-owned) | Traded 01-27 +6d | $1K–$15K |
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗
Members active in BTO
12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14No member disclosed BTO in the trailing 12 months.
Congress ↔ notable managers · BTO
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers PLANNED
Ticker not yet mapped — the 13F side needs a reviewed name-and-class mapping row for BTO. how tickers are mapped ↗
No moves on either side in the window.
Institutional holders · 13F
Mapped, but not in the published aggregate.
BTO resolves to JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (CIK 0000925683), but this build's aggregate holds no entity-keyed top-holder rows for it. BTO on SEC EDGAR ↗
Crowding — not available in this build. The ticker resolves to JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (CIK 0000925683), but this build's aggregate holds no entity-keyed holder rows for it — its 13F securities are provisional identities without a CUSIP→issuer bridge — so it cannot be ranked among tracked names.
Do the two regimes agree?
TRAILING 12M · CONGRESS vs FILERS NETCongress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build
The ticker resolves to JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND (CIK 0000925683), but this build's aggregate holds no entity-keyed holder rows for it — its 13F securities are provisional identities without a CUSIP→issuer bridge — so the filer side cannot be computed. Convergence and divergence are stated only when both sides are computed.
Signals on BTO
RETAINED WINDOW · ACTIVE HITSZero hits on BTO in the retained window — a computed answer over every rule, not missing coverage.
Planned modules for BTO · financials and macro
Financials — as filed PLANNED
BTO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BTO on EDGAR ↗
Macro context PLANNED
Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.
† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing