265 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 25Q1: purchases $3.8M–$11.1M, sales $499K–$2.2M; 25Q2: purchases $569K–$1.7M, no sales; 25Q3: purchases $119K–$535K, no sales; 25Q4: purchases $425K–$1.2M, sales $38K–$395K; 26Q1: purchases $123K–$420K, sales $116K–$315K; 26Q2: purchases $5K–$75K, no sales; 26Q3: purchases $502K–$1M, sales $500K–$1M; 26Q4: no purchases, no sales
| Net | Ticker | The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record. | 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 | Buys | Sells | 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 |
|---|---|---|---|---|---|---|---|
| NET BUY | IBIT | iShares Bitcoin Trust ETF | Purchases $200K–$500K; sales — | 2 | 0 | $200K to $500K net accumulation | 2026-03-04 |
| NET BUY | ICAPITAL | As filed: SL PARTNERS VII (ICAPITAL), L.P. FUND [HN] · type code HN: Hedge Funds & Private Equity Funds (non-EIF) | Purchases $66K–$165K; sales — | 3 | 0 | $66.0K to $165K net accumulation | 2025-12-26 |
| NET BUY | KRSOX | As filed: KKR Real Estate Select Trust Class U (KRSOX) [PS] · type code PS: Stock (Not Publicly Traded) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation | 2026-02-04 |
| NET SELL | AHCHY | As filed: Anhui Conch Cement Unsponsored ADR representing Shares -H- (AHCHY) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2025-03-18 |
| NET SELL | AMX | America Movil, S.A.B. de C.V. American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | ASMVY | ASMPT LIMITED UNSP/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | ASX | ASE Technology Holding Co., Ltd. American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | BBSEY | BB Seguridade Participacoes SA Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | BDORY | Banco Do Brasil SA Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | BDVSY | Bidvest Group Ltd Sponsored ADR New | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | CCI | Crown Castle Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | CICHY | China Construction Bank Corporation Unsponsored ADR representing H shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | CIHKY | China Merchants Bank Co Ltd American Depository Receipt | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | CINF | Cincinnati Financial Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | CMCSA | Comcast Corporation - Class A | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 |
| NET SELL | CX | Cemex, S.A.B. de C.V. Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | DEO | Diageo plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | EGIEY | ENGIE BRASIL ENE SA S/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | GBOOY | Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | GOFPY | Greek Organisation of Football Prognostics SA Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | HEGIY | Hengan International Group Company Limited Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | HIMX | Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | INFY | Infosys Limited American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | JD | JD.com, Inc. - American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | KB | KB Financial Group Inc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | KCDMY | Kimberly-Clark De Mexico S A B de C V Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | KPCPY | KASIKORNBANK PCL UNSP/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | KT | KT Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | LNVGY | Lenovo Group Ltd Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | LTGHY | Life Healthcare Group Holdings Ltd Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | MGYOY | Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | MO | Altria Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 |
| NET SELL | NDBKY | Nedbank Group Limited Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | NSRGY | NESTLE S.A S/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 |
| NET SELL | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | PBR | Petroleo Brasileiro S.A. Petrobras ADS | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | PETRY | VIBRA ENERGIA UNSP/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | PIAIF | Ping An Insurance Co Ltd Shares H | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | PPERY | PT Bank Mandiri Persero TBK Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | PTAIY | Pt Astra International TBK Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | PUTKY | PT United Tractors Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | SGBLY | Standard Bank Group Limited Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | SHG | Shinhan Financial Group Co Ltd American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | SHTDY | Sinopharm Group Co. Ltd Unsponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | SLB | Schlumberger N.V. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | SLLDY | Sanlam Ltd Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | SQM | Sociedad Quimica y Minera S.A. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | TCEHY | TENCENT HLDGS UNSP/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | TCYMY | Tingyi Cayman Islands Hldgs Cp Sponsored ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | TLK | PT Telekomunikasi Indonesia, Tbk | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | TX | Ternium S.A. Ternium S.A. American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | UL | Unilever PLC | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | UPS | United Parcel Service, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-19 |
| NET SELL | VALE | VALE S.A. American Depositary Shares Each Representing one common share | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | VDMCY | VODACOM GROUP LTD S/ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-03-18 |
| NET SELL | AAPL | Apple Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | APD | Air Products and Chemicals, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | BLK | BlackRock, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | BRK.B | Berkshire Hathaway Inc. New | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | CSCO | Cisco Systems, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | CVX | Chevron Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | D | Dominion Energy, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-18 |
| NET SELL | FAST | Fastenal Company | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | FIS | Fidelity National Information Services, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | JNJ | Johnson & Johnson | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | LOW | Lowe's Companies, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | MRK | Merck & Company, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | MSFT | Microsoft Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | NOC | Northrop Grumman Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | NSC | Norfolk Southern Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | NTDOY | Nintendo Co Ltd ADR | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | PAYX | Paychex, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | PGR | Progressive Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | PM | Philip Morris International Inc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | SBUX | Starbucks Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | SCHW | Charles Schwab Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | TEL | TE Connectivity plc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
| NET SELL | TXN | Texas Instruments Incorporated | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-03-19 |
1–20 of 80 tickers
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 12 · transactions: 265 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $1.7M–$4.4M · median days between trade date and filing date, over rows that disclose both: +131d · rows filed past the STOCK Act's 45-day window: 177
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 | 17 | $143K–$570K |
| Finance, Insurance, and Real Estate | 9 | $249K–$710K |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 7 | $35K–$175K |
| Services | 6 | $48K–$195K |
| Mining | 4 | $4K–$60K |
| Retail Trade | 4 | $46K–$165K |
| Wholesale Trade | 1 | $15K–$50K |
| no ticker disclosed coverage | 181 | $6M–$17.3M |
| ticker not resolved to an issuer coverage | 35 | $126K–$715K |
| issuer has no SIC on record coverage | 1 | $1K–$15K |
| Kind | Ticker | The asset as filed, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. Any other code is shown as its words from that list; a code not on it keeps its brackets. A name that differs from the filing in any other way is a button: its note gives the text as filed. The filing itself is the exact record. | Filings 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 |
|---|---|---|---|---|---|---|---|
| BUY | — | As filed: Bank of Nova Scotia [CS] | SP (spouse-owned) | $500K–$1M | no ticker | Traded → Filed +21d | |
| BUY | — | As filed: ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +22d | |
| BUY | — | As filed: Apollo Debt Solutions BDC Class S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +25d | |
| SELL | — | As filed: Bank of Nova Scotia [CS] | SP (spouse-owned) | $500K–$1M | no ticker | Traded → Filed +34d | |
| BUY | — | As filed: Oaktree Strategic Credit Fund Class S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +27d | |
| BUY | — | As filed: KKR Real Estate Select Trust Class U [PS] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +11d | |
| BUY | — | As filed: OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +13d | |
| BUY | — | As filed: APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +39d | |
| BUY | — | As filed: ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +42d | |
| BUY | — | As filed: Oaktree Strategic Credit Fund Class S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +17d | |
| BUY | — | As filed: Apollo Debt Solutions BDC Class S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +20d | |
| BUY | IBIT | iShares Bitcoin Trust ETF | SP (spouse-owned) | $100K–$250K | Traded → Filed +43d | ||
| BUY | — | As filed: Apollo Debt Solutions BDC Class S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +44d | |
| BUY | — | As filed: OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +22d | |
| SELL | — | As filed: BARCLAYS BANK PLC TAR-SS INTL BASKET [CS] | SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +30d | |
| BUY | — | As filed: US TSY BOND DUE 02/15/36 [GS] | SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +31d | |
| SELL | — | As filed: US TSY NOTE DUE 02/15/26 [GS] | SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| SELL | — | As filed: US TSY DUE 02/15/26 [GS] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +34d | |
| BUY | — | As filed: OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d | |
| BUY | — | As filed: APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| BUY | KRSOX | As filed: KKR Real Estate Select Trust Class U (KRSOX) [PS] | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | KRSOX | As filed: KKR Real Estate Select Trust Class U (KRSOX) [PS] | SP (spouse-owned) | $1K–$15K | Traded → Filed +43d | ||
| BUY | — | As filed: BANK OF NOVA SCOTIA [CS] | JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +36d | |
| BUY | — | As filed: BNP PARIBAS [CS] | JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +36d | |
| BUY | — | As filed: OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +37d | |
| BUY | — | As filed: APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +37d | |
| BUY | ICAPITAL | As filed: SL PARTNERS VII (ICAPITAL), L.P. FUND [HN] | SP (spouse-owned) | $50K–$100K | Traded → Filed +41d | ||
| BUY | — | As filed: COATUE INNOVATION FUND [HN] | SP (spouse-owned) | $250K–$500K | no ticker | Traded → Filed +41d | |
| SELL | — | As filed: US TSY NOTE 08/15/31 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/15/31 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/28/27 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 11/15/29 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 05/31/30 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: Fannie Mae Note 9/24/26 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 08/15/29 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 11/15/31 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 08/15/33 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/15/33 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/15/28 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/15/34 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 11/30/26 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 11/15/34 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 11/15/32 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/15/30 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 05/15/32 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 11/15/33 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 08/15/27 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: US TSY NOTE 02/15/32 [GS] | partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +45d | |
| SELL | — | As filed: UBS AG [CS] | JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +33d | |
| BUY | — | As filed: US TSY DUE 05/15/34 [GS] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +43d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-22 | 4 | |
| 2026-07-27 | 1 | |
| 2026-06-09 | 4 | |
| 2026-04-16 | 4 | |
| 2026-03-21 | 8 | |
| 2026-02-17 | 1 | |
| 2026-02-05 | 26 | |
| 2026-01-14 | 19 | |
| 2025-12-29 | 5 | |
| 2025-12-04 | 2 | |
| 2025-10-31 | 2 | |
| 2025-10-05 | 189 |
| Ticker | What | Kind | Filed | Size | Src |
|---|---|---|---|---|---|
| — | Spouse: Sale of Bank of Nova Scotia · Corporate Securities (Bonds and Notes) | amount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-09-22 | $500K–$1.0M | |
| — | Spouse: Purchase of Bank of Nova Scotia · Corporate Securities (Bonds and Notes) | amount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-09-22 | $500K–$1.0M |
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
| Filed | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-09-22 | As filed: Bank of Nova Scotia [CS] · asset type as filed: CS | BUY | $500K–$1M | |
| 2026-09-22 | As filed: Bank of Nova Scotia [CS] · asset type as filed: CS | SELL | $500K–$1M | |
| 2026-09-22 | As filed: ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] · asset type as filed: HN | BUY | $1K–$15K | |
| 2026-09-22 | As filed: Apollo Debt Solutions BDC Class S [OT] · asset type as filed: OT | BUY | $1K–$15K | |
| 2026-07-27 | As filed: Oaktree Strategic Credit Fund Class S [OT] · asset type as filed: OT | BUY | $1K–$15K |
Serves on: House Committee on Foreign Affairs · House Committee on Homeland Security · House Committee on Science, Space, and Technology
No overlaps found within the MAPPED committee jurisdictions · 48 trades touch committees outside the jurisdiction mapping (HSFA, HSHM, HSSY) — unanswerable there, not cleared.
| Ticker | Trades | flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges·§ | Last |
|---|---|---|---|
| ICAPITAL | 3 | $66K–$165K§ | 2025-12 |
| IBIT | 2 | $200K–$500K§ | 2026-03 |
| KRSOX | 2 | $2K–$30K§ | 2026-02 |
| AAPL | 1 | $15K–$50K§ | 2025-03 |
| AHCHY | 1 | $1K–$15K§ | 2025-03 |
| AMX | 1 | $1K–$15K§ | 2025-03 |
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.