K. Michael Conaway

Republican — R–TX-11 · U.S. House · serving since 2005 · member ID C001062

Disclosures: 1,430; 86 filings · 1 paper · retained
Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.: —; purchases − sales · an interval
Distinct tickers: 344; across every disclosed row
Late filings: 136; filed past the 45-day window

Flows from periodic transaction reports · House Clerk + Senate eFD · Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗ · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges

No disclosed purchases or sales were traded in the chart window, 25Q1–26Q4 (2025-01-01 through 2026-10-01, the build date). Most recent disclosed trade: 2020-11-30 — the full history is in the tables below. 4 rows have no parseable trade date · 1 date-anomaly row is excluded (impossible trade dates).

gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 4 rows with no parseable trade date excluded · 1 date-anomaly rows excluded (impossible trade dates) · source: House Clerk + Senate eFD

Net disclosed flow by ticker

PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 350 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for K. Michael Conaway
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	DGRO	As filed: iShares Core Dividend growth ETF (DgRO) [ST]	Purchases $97K–$280K; sales —	6	0	$97.0K to $280K net accumulation	2020-11-30
NET BUY	SKYY	First Trust Cloud Computing ETF	Purchases $75K–$250K; sales —	5	0	$75.0K to $250K net accumulation≈	2020-10-16
NET BUY	AMZN	Amazon.com, Inc.	Purchases $148K–$395K; sales $18K–$95K	8	4	$53.0K to $377K net accumulation≈	2020-07-01
NET BUY	XLV	SPdR Select Sector Fund - Health Care	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2020-08-10
NET BUY	USMC	Principal U.S. Mega-Cap ETF	Purchases $96K–$390K; sales $15K–$50K	12	1	$46.0K to $375K net accumulation≈	2020-09-21
NET BUY	DRI	Darden Restaurants, Inc.	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2020-11-30
NET BUY	QQQ	Invesco QQQ Trust, Series 1	Purchases $34K–$160K; sales —	6	0	$34.0K to $160K net accumulation≈	2020-02-10
NET BUY	DUK	As filed: duke Energy Corporation (dUK) [ST]	Purchases $30K–$100K; sales —	2	0	$30.0K to $100K net accumulation≈	2020-08-10
NET BUY	ABT	As filed: Abbott Laboratories (AbT) [ST]	Purchases $80K–$200K; sales $16K–$65K	3	2	$15.0K to $184K net accumulation≈	2020-09-28
NET BUY	BX	As filed: The blackstone group Inc. Class A (bX) [ST]	Purchases $65K–$150K; sales $15K–$50K	2	1	$15.0K to $135K net accumulation≈	2020-10-16
NET BUY	GOOGL	As filed: Alphabet Inc. - Class A (gOOgL) [ST]	Purchases $30K–$100K; sales $1K–$15K	2	1	$15.0K to $99.0K net accumulation≈	2020-09-08
NET BUY	CIBR	As filed: First Trust NASdAQ Cybersecurity ETF (CIbR) [ST]	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-09-21
NET BUY	EFV	iShares MSCI EAFE Value ETF	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-06-09
NET BUY	ISD	PgIM High Yield bond Fund, Inc.	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-06-09
NET BUY	ITOT	As filed: iShares Core S&P Total U.S. Stock Market ETF (IToT) [ST]	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-05-19
NET BUY	MPC	Marathon Petroleum Corporation	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-04-22
NET BUY	SO	As filed: Southern Company (So) [ST]	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-04-06
NET BUY	ZTS	As filed: Zoetis Inc. Class A (ZTs) [sT]	Purchases $4K–$60K; sales —	4	0	$4.0K to $60.0K net accumulation≈	2019-01-08
NET BUY	EMR	Emerson Electric Company	Purchases $17K–$80K; sales $1K–$15K	3	1	$2.0K to $79.0K net accumulation≈	2020-04-22
NET BUY	ACT	As filed: Actavis plc ordinary shares (ACT)	Purchases $2K–$30K; sales —	2	0	$2.0K to $30.0K net accumulation≈	2014-12-11
NET BUY	CCE	Coca-Cola Enterprises, Inc.	Purchases $2K–$30K; sales —	2	0	$2.0K to $30.0K net accumulation≈	2015-02-10
NET BUY	AAL	American Airlines group, Inc.	Purchases $16K–$65K; sales $1K–$15K	2	1	$1.0K to $64.0K net accumulation≈	2020-11-30
NET BUY	ABX	As filed: barrick gold Corporation (AbX)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2014-10-22
NET BUY	ADBE	As filed: Adobe systems Incorporated (ADbE)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	ADM	Archer-Daniels-Midland Company	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-05-12
NET BUY	AKAM	Akamai Technologies, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	ALXN	Alexion Pharmaceuticals, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	CERN	Cerner Corporation	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-08-05
NET BUY	DFS	As filed: Discover Financial services (DFs)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	ESRX	As filed: Express scripts Holding Company (EsRX)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-10-16
NET BUY	ILMN	Illumina, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	MDLZ	Mondelez International, Inc. - Class A	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	MLM	Martin Marietta Materials, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	MMC	Marsh & McLennan Companies, Inc.	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	MNK	As filed: Mallinckrodt plc ordinary shares (MNK)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-04-09
NET BUY	SYMC	As filed: symantec Corporation (sYMC)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2014-11-07
NET BUY	UA	Under Armour, Inc. Class A	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2015-02-09
NET BUY	VV	Vanguard Large-Cap ETF	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-06-09
± net range spans zero	DE	Deere & Company	Purchases $30K–$100K; sales $2K–$30K	2	2	$0 to $98.0K≈	2018-08-30
FLAT the net range spans zero	CWEI	Clayton Williams Energy, Inc.	Purchases —; sales —	0	0	$0≈	2017-05-03
± net range spans zero	JNJ	Johnson & Johnson	Purchases $97K–$280K; sales $7K–$105K	6	7	−$8.0K to $273K≈	2020-10-16
± net range spans zero	RDS.A	Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares	Purchases $5K–$75K; sales $1K–$15K	5	1	−$10.0K to $74.0K≈	2016-09-12
± net range spans zero	FB	As filed: Facebook, Inc. - Class A (Fb)	Purchases $4K–$60K; sales $1K–$15K	4	1	−$11.0K to $59.0K≈	2016-09-12
± net range spans zero	DIS	As filed: Walt disney Company (dIS) [ST]	Purchases $18K–$95K; sales $2K–$30K	4	2	−$12.0K to $93.0K≈	2020-03-18
± net range spans zero	CE	Celanese Corporation Celanese Corporation Series A	Purchases $3K–$45K; sales $1K–$15K	3	1	−$12.0K to $44.0K≈	2016-09-12
± net range spans zero	HOT	As filed: starwood Hotels & Resorts Worldwide, Inc. (HoT)	Purchases $3K–$45K; sales $1K–$15K	3	1	−$12.0K to $44.0K≈	2015-02-09
± net range spans zero	PCLN	The Priceline group Inc.	Purchases $3K–$45K; sales $1K–$15K	3	1	−$12.0K to $44.0K≈	2016-09-12
± net range spans zero	SYK	As filed: stryker Corporation (sYK) [sT]	Purchases $3K–$45K; sales $1K–$15K	3	1	−$12.0K to $44.0K≈	2018-11-21
± net range spans zero	AA	Alcoa Inc.	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2015-02-09
± net range spans zero	APA	Apache Corporation	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2014-12-08
± net range spans zero	CAH	Cardinal Health, Inc.	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2016-09-12
± net range spans zero	ETR	Entergy Corporation	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2016-09-12
± net range spans zero	HCA	HCA Holdings, Inc.	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2015-02-09
± net range spans zero	ICE	Intercontinental Exchange Inc.	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2016-09-12
± net range spans zero	IVZ	Invesco Ltd	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2020-01-16
± net range spans zero	SLB	As filed: schlumberger N.V. (sLb) [sT]	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2017-06-27
± net range spans zero	SSYS	As filed: stratasys, Ltd. (ssYs)	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2014-12-10
± net range spans zero	TWX	Time Warner Inc. New	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2016-09-12
± net range spans zero	OXY	Occidental Petroleum Corporation	Purchases $16K–$65K; sales $2K–$30K	2	2	−$14.0K to $63.0K≈	2018-01-12
FLAT the net range spans zero	ABBV	As filed: AbbVie Inc. (AbbV)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	AMT	American Tower Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-05-29
FLAT the net range spans zero	BABA	As filed: Alibaba group Holding Limited American Depositary shares each representing one ordinary share (bAbA)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	BLK	As filed: blackRock, Inc. (bLK)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	BSX	As filed: boston Scientific Corporation (bSX)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	CAG	As filed: ConAgra Foods, Inc. (CAg)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	CBS	As filed: CbS Corporation Class b (CbS)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	CHTR	Charter Communications, Inc. - Class A	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	CMA	Comerica Incorporated	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	CRM	Salesforce.com Inc	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	CTSH	Cognizant Technology Solutions Corporation - Class A	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	DAL	As filed: Delta Air lines, Inc. (DAl)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-08-28
FLAT the net range spans zero	DG	As filed: Dollar general Corporation (Dg)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-05-20
FLAT the net range spans zero	DIISY	Direct Line Insurance group PLC Unsponsored ADR	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	DLTR	Dollar Tree, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-10-08
FLAT the net range spans zero	DOX	Amdocs Limited	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	EL	Estee Lauder Companies, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	EMC	EMC Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-03-11
FLAT the net range spans zero	FLR	Fluor Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	GG	As filed: goldcorp Inc. (gg)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	HAL	Halliburton Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-12-03
FLAT the net range spans zero	HBI	As filed: Hanesbrands Inc. (HbI)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	HON	Honeywell International Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	IPG	As filed: Interpublic group of Companies, Inc. (IPg)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	ITVPY	ITV plc Unsponsored ADR	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	KORS	As filed: Michael Kors Holdings Limited ordinary shares (KoRs)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	LH	Laboratory Corporation of America Holdings	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-11-03
FLAT the net range spans zero	LLY	Eli Lilly and Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	LNKD	LinkedIn Corporation Class A	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-10-09
FLAT the net range spans zero	LVLT	Level 3 Communications, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	LYB	As filed: Lyondellbasell Industries NV ordinary shares Class A (LYb)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-12-09
FLAT the net range spans zero	MCK	McKesson Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-08-25
FLAT the net range spans zero	MDT	Medtronic plc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	MO	Altria group, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2018-04-23
FLAT the net range spans zero	PEG	As filed: Public Service Enterprise group Incorporated (PEg)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	PVH	PVH Corp.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-03-16
FLAT the net range spans zero	PX	Praxair, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-05-12
FLAT the net range spans zero	RL	Ralph Lauren Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	SNDK	As filed: sanDisk Corporation (sNDK)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	SSL	Sasol Ltd. American Depositary Shares	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-13
FLAT the net range spans zero	TGT	As filed: Target Corporation (TgT)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-09
FLAT the net range spans zero	TSLA	Tesla Motors, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	ULTA	Ulta Salon, Cosmetics & Fragrance, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-12
FLAT the net range spans zero	VLO	As filed: Valero Energy Corporation (VLo)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-05-24
NET SELL	AEXAY	Atos Origin SA Unsponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	AME	AMETEK, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	AMTD	TD Ameritrade Holding Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	AMX	America Movil, S.A.b. de C.V. American Depository Receipt Series L	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ANTM	Anthem, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-05-28
NET SELL	ANZBY	As filed: Australia and New Zealand banking group Limited (ANZbY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	APH	Amphenol Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ATHN	athenahealth, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	AVGO	As filed: broadcom Limited - Ordinary Shares (AVgO)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	AXAHY	AXA SA Sponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	AZN	Astrazeneca PlC	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-05-07
NET SELL	BA	As filed: boeing Company (bA)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-04-22
NET SELL	BAESY	As filed: bAE SYSTEMS plc Sponsored ADR (bAESY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	BHKLY	As filed: bOC Hong Kong (bHKLY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	BKJAY	As filed: bank Yokohama Ltd Japan American Depositary shares (bKJAY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-04-26
NET SELL	BMRN	As filed: bioMarin Pharmaceutical Inc. (bMRN)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	BR	As filed: broadridge Financial Solutions, Inc. (bR)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	BUD	As filed: Anheuser-busch Inbev sA sponsored ADR (buD)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-01-17
NET SELL	C	Citigroup, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CA	CA Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CARR	As filed: Carrier global Corporation (CaRR) [ST]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-05-19
NET SELL	CDNS	Cadence Design Systems, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CF	CF Industries Holdings, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CHL	China Mobile Limited	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
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≈	2016-09-12
NET SELL	CMCSA	Comcast Corporation - Class A	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CMPR	Cimpress N.V	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CNC	Centene Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CRI	Carter's, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CSGP	As filed: CoStar group, Inc. (CSgP)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	CSQ	Calamos Strategic Total Return Fund	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-02-10
NET SELL	CTVA	As filed: Corteva, Inc. (CTVa) [ST]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2019-08-06
NET SELL	CTXS	Citrix Systems, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	DGX	As filed: Quest Diagnostics Incorporated (DgX)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	DLAKY	Deutsche Lufthansa A g Sponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	DNKN	Dunkin' brands group, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	DWDP	As filed: DowDuPont Inc. (DWDP) [sT]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2018-11-21
NET SELL	EBAY	As filed: ebay Inc. (EbAY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-01-17
NET SELL	EFG	As filed: iShares MSCI EAFE growth ETF (EFg) [ST]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-06-09
NET SELL	ELGX	As filed: Endologix, Inc. (ELgX)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2017-11-20
NET SELL	ENLAY	Enel Societa Per Azioni Unsponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ERIC	Ericsson - ADS each representing 1 underlying Class b share	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ETN	Eaton Corporation, PLC	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	EW	Edwards lifesciences Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-02-14
NET SELL	EXPD	Expeditors International of Washington, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	FIS	Fidelity National Information Services, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	FITB	As filed: Fifth Third bancorp (FITb)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	FLEX	Flex Ltd.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	FOXA	As filed: Twenty-First Century Fox, Inc. - Class A (FoXA)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-02-09
NET SELL	FTV	Fortive Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	GIL	As filed: gildan Activewear, Inc. Class A Sub. Vot. (gIL)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	GSK	As filed: glaxosmithKline PLC (gsK)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-04-27
NET SELL	HIG	As filed: Hartford Financial Services group, Inc. (HIg)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	HSIC	Henry Schein, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	IBN	As filed: ICICI bank Limited (IbN)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-08-17
NET SELL	IP	International Paper Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ISUZY	Isuzu Motors Ltd Ord American Depositary Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	IT	gartner, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ITYBY	As filed: Imperial Tobacco group plc Sponsored ADR (ITYbY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	IWM	iShares Russell 2000 ETF	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-06-09
NET SELL	JKHY	Jack Henry & Associates, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	K	Kellogg Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	KDDIY	KDDI Corporation Unsponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	KEP	Korea Electric Power Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	KLAC	KLA-Tencor Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	KRFT	Kraft Foods group, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-09-18
NET SELL	LAMR	Lamar Advertising Company - Class A	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	LPLA	LPL Financial Holdings Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	LUKOY	Lukoil Co Sponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	MDVN	Medivation, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	MGA	As filed: Magna International, Inc. (MgA)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	MSCI	MSCI Inc	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	NBL	As filed: Noble Energy Inc. (NbL) [ST]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-10-06
NET SELL	NICE	NICE Ltd - American Depositary Shares each representing one Ordinary Share	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	NLSN	As filed: Nielsen N.V. (NlsN)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-09-24
NET SELL	NRBAY	As filed: Nordea bank Ab Sponsored ADR (NRbAY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	NSC	As filed: Norfolk southern Corporation (NsC)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-06-12
NET SELL	NTT	Nippon Telegraph and Telephone Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	NWL	As filed: Newell Rubbermaid Inc. (NWl)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-03-06
NET SELL	OMC	Omnicom group Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ON	ON Semiconductor Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	OTEX	Open Text Corporation - Common Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	OTIS	As filed: otis Worldwide Corporation (oTIS) [ST]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-05-19
NET SELL	PAYX	Paychex, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	PCP	Precision Castparts Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-02-01
NET SELL	PGR	As filed: Progressive Corporation (PgR)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	PKI	PerkinElmer, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	PSMMY	Persimmon Plc Unsponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	PXD	Pioneer Natural Resources Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	R	Ryder System, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	RBA	As filed: Ritchie bros. Auctioneers Incorporated (RbA)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ROP	Roper Technologies, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	RRC	Range Resources Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-02-09
NET SELL	RXN	Rexnord Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	RYAAY	Ryanair Holdings plc - American Depositary Shares, each representing five Ordinary Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	SBUX	As filed: starbucks Corporation (sbUX)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-02-09
NET SELL	SEE	Sealed Air Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	SLH	Solera Holdings, Inc. Solera Holdings, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-09-15
NET SELL	SMFKY	Smurfit Kappa group Plc American Depositary Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	SNY	Sanofi American Depositary Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	SOMMY	Sumitomo Chemical Co Ltd Unsponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-08-18
NET SELL	SSNC	SS&C Technologies Holdings, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	ST	Sensata Technologies Holding N.V.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	STE	STERIS plc	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	SWKS	Skyworks Solutions, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-07-06
NET SELL	SYF	Synchrony Financial	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TD	Toronto Dominion bank	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TDG	As filed: Transdigm group Incorporated Transdigm group Inc. (TDg)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TDHOY	T&D Holdings Inc Tokyo Unsponsored ADR	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TEL	TE Connectivity Ltd. New Switzerland Registered Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TELNY	Telenor ASA American Depositary Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TFX	Teleflex Incorporated	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TSM	Taiwan Semiconductor Manufacturing Company Ltd.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	TXN	Texas Instruments Incorporated	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	UN	As filed: unilever NV (uN)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-11-04
NET SELL	UOVEY	United Overseas bk Singapore American Depositary Shares	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	VAR	Varian Medical Systems, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	VEA	As filed: Vanguard FTSE developed Markets ETF (VEa) [ST]	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-03-18
NET SELL	VMC	Vulcan Materials Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	VMW	Vmware, Inc. Common stock, Class A	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-02-09
NET SELL	VRSK	Verisk Analytics, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	VRTX	Vertex Pharmaceuticals Incorporated	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	WAT	Waters Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	WDAY	Workday, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	WEX	As filed: WEX Inc. common stock (WEX)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	WFM	Whole Foods Market, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-07-14
NET SELL	WPPGY	As filed: WPP plc - American Depositary Shares each representing five Ordinary Shares (WPPgY)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	XLNX	Xilinx, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
NET SELL	XRAY	DENTSPLY SIRONA Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-12
± net range spans zero	SPY	SPdR S&P 500	Purchases $78K–$295K; sales $30K–$100K	8	2	−$22.0K to $265K≈	2020-09-08
± net range spans zero	UTX	As filed: United Technologies Corporation (UTX) [sT]	Purchases $5K–$75K; sales $2K–$30K	5	2	−$25.0K to $73.0K≈	2018-11-02
± net range spans zero	DEO	As filed: diageo plc (dEo) [ST]	Purchases $4K–$60K; sales $2K–$30K	4	2	−$26.0K to $58.0K≈	2020-03-18
± net range spans zero	GD	As filed: general Dynamics Corporation (gD)	Purchases $4K–$60K; sales $2K–$30K	4	2	−$26.0K to $58.0K≈	2016-09-12
± net range spans zero	RDS.B	As filed: Royal Dutch Shell PLC Royal Dutch Shell PLC american Depositary Shares (RDS.b) [ST]	Purchases $4K–$60K; sales $2K–$30K	4	2	−$26.0K to $58.0K≈	2019-10-10
± net range spans zero	CELG	As filed: Celgene Corporation (CELg)	Purchases $3K–$45K; sales $2K–$30K	3	2	−$27.0K to $43.0K≈	2016-09-12
± net range spans zero	COF	Capital One Financial Corporation	Purchases $3K–$45K; sales $2K–$30K	3	2	−$27.0K to $43.0K≈	2016-08-17
± net range spans zero	M	Macy's Inc	Purchases $3K–$45K; sales $2K–$30K	3	2	−$27.0K to $43.0K≈	2016-05-20
± net range spans zero	TJX	TJX Companies, Inc.	Purchases $3K–$45K; sales $2K–$30K	3	2	−$27.0K to $43.0K≈	2020-06-01
± net range spans zero	WM	Waste Management, Inc.	Purchases $3K–$45K; sales $2K–$30K	3	2	−$27.0K to $43.0K≈	2019-08-06
± net range spans zero	PFE	Pfizer, Inc.	Purchases $32K–$130K; sales $4K–$60K	4	4	−$28.0K to $126K≈	2020-07-01
± net range spans zero	ADP	Automatic Data Processing, Inc.	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2019-04-18
± net range spans zero	DLPH	Delphi Automotive plc	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2016-09-12
± net range spans zero	PRGO	As filed: Perrigo Company plc ordinary shares (PRgo)	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2015-04-08
± net range spans zero	WFC	Wells Fargo & Company	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2016-09-12
± net range spans zero	MCD	As filed: McDonald's Corporation (MCD) [sT]	Purchases $16K–$65K; sales $3K–$45K	2	3	−$29.0K to $62.0K≈	2018-11-02
± net range spans zero	AGN	As filed: Allergan plc Ordinary Shares (AgN)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-09-12
± net range spans zero	AMP	Ameriprise Financial, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-09-12
± net range spans zero	ASML	As filed: AsML Holding N.V. - ADs represents 1 ordinary share (AsML)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-02-10
± net range spans zero	CSCO	Cisco Systems, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2017-11-20
± net range spans zero	EOG	As filed: Eog Resources, Inc. (Eog)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-07-29
± net range spans zero	FCX	Freeport-McMoRan, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-04-16
± net range spans zero	GOOG	As filed: Alphabet Inc. - Class C Capital Stock (gOOg)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-09-12
± net range spans zero	MAT	Mattel, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-09-12
± net range spans zero	NKE	Nike, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-04-12
± net range spans zero	REGN	As filed: Regeneron Pharmaceuticals, Inc. (REgN)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-02-26
± net range spans zero	TYC	Tyco International plc	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-07-28
± net range spans zero	MMM	3M Company	Purchases $15K–$50K; sales $3K–$45K	1	3	−$30.0K to $47.0K≈	2020-03-11
NET SELL	ADS	As filed: Alliance Data systems Corporation (ADs)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2015-02-09
NET SELL	AON	Aon plc Class A	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-09-12
NET SELL	BHF	As filed: brighthouse Financial, Inc. (bHF)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2017-08-09
NET SELL	BMY	As filed: bristol-Myers Squibb Company (bMY)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-08-17
NET SELL	BXLT	As filed: baxalta Incorporated (bXLT)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2015-10-26
NET SELL	CIT	CIT group Inc	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2015-02-10
NET SELL	DHR	Danaher Corporation	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-09-12
NET SELL	GILD	As filed: gilead Sciences, Inc. (gILD)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-08-11
NET SELL	IDXX	IDEXX Laboratories, Inc.	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2015-02-10
NET SELL	LMT	As filed: lockheed Martin Corporation (lMT)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2014-11-17
NET SELL	MON	As filed: Monsanto Company (MoN)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2014-09-30
NET SELL	PPG	As filed: PPg Industries, Inc. (PPg)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2014-09-17
NET SELL	SHW	Sherwin-Williams Company	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-09-12
± net range spans zero	TMO	As filed: Thermo Fisher scientific Inc (TMo)	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2017-03-24
± net range spans zero	ORCL	Oracle Corporation	Purchases $5K–$75K; sales $3K–$45K	5	3	−$40.0K to $72.0K≈	2016-09-12
± net range spans zero	RTN	Raytheon Company	Purchases $4K–$60K; sales $3K–$45K	4	3	−$41.0K to $57.0K≈	2019-04-04
± net range spans zero	PG	As filed: Procter & gamble Company (Pg) [ST]	Purchases $18K–$95K; sales $4K–$60K	4	4	−$42.0K to $91.0K≈	2020-05-11
± net range spans zero	SPG	As filed: Simon Property group, Inc. (SPg) [ST]	Purchases $18K–$95K; sales $4K–$60K	4	4	−$42.0K to $91.0K≈	2019-07-23
± net range spans zero	BBL	BHP Billiton plc Sponsored ADR	Purchases $3K–$45K; sales $3K–$45K	3	3	−$42.0K to $42.0K≈	2016-06-15
± net range spans zero	BNS	As filed: bank Nova Scotia Halifax Pfd 3 Ordinary Shares (bNS) [ST]	Purchases $3K–$45K; sales $3K–$45K	3	3	−$42.0K to $42.0K≈	2018-12-24
± net range spans zero	GM	As filed: general Motors Company (gM)	Purchases $3K–$45K; sales $3K–$45K	3	3	−$42.0K to $42.0K≈	2016-09-12
± net range spans zero	BAX	As filed: baxter International Inc. (bAX)	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2015-07-31
± net range spans zero	BIIB	As filed: biogen Inc. (bIIb)	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2016-04-01
± net range spans zero	CMI	Cummins Inc.	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2015-12-22
± net range spans zero	COST	Costco Wholesale Corporation	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2016-09-12
± net range spans zero	TOT	Total S.A.	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2016-09-12
± net range spans zero	TRMB	As filed: Trimble Inc. (TRMb)	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2017-11-30
± net range spans zero	UNP	Union Pacific Corporation	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2016-09-12
± net range spans zero	SPLK	Splunk Inc.	Purchases $1K–$15K; sales $3K–$45K	1	3	−$44.0K to $12.0K≈	2016-09-12
± net range spans zero	CVS	CVS Health Corporation	Purchases $15K–$50K; sales $4K–$60K	1	4	−$45.0K to $46.0K≈	2017-08-25
± net range spans zero	KHC	The Kraft Heinz Company	Purchases $15K–$50K; sales $4K–$60K	1	4	−$45.0K to $46.0K≈	2018-01-12
NET SELL	CCI	Crown Castle International Corp.	Purchases —; sales $3K–$45K	0	3	−$45.0K to −$3.0K net disposal≈	2016-09-12
NET SELL	TAP	Molson Coors brewing Company Class b	Purchases —; sales $3K–$45K	0	3	−$45.0K to −$3.0K net disposal≈	2016-09-12
± net range spans zero	T	AT&T Inc.	Purchases $33K–$145K; sales $17K–$80K	5	3	−$47.0K to $128K≈	2019-03-25
± net range spans zero	AEP	American Electric Power Company, Inc.	Purchases $32K–$130K; sales $17K–$80K	4	3	−$48.0K to $113K≈	2020-08-10
± net range spans zero	BDX	As filed: becton, dickinson and Company (bdX) [ST]	Purchases $2K–$30K; sales $15K–$50K	2	1	−$48.0K to $15.0K≈	2020-05-19
± net range spans zero	CVX	Chevron Corporation	Purchases $15K–$50K; sales $16K–$65K	1	2	−$50.0K to $34.0K≈	2020-10-16
NET SELL	BAC	As filed: bank of America Corporation (bAC)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2018-01-22
NET SELL	INFR	Legg Mason global Infrastructure ETF	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-06-10
NET SELL	RTX	Raytheon Technologies Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-07-01
NET SELL	VCR	Vanguard Consumer Discretion ETF	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2018-12-24
NET SELL	WJRYY	West Japan Railway Co Unsponsored ADR	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-09-12
± net range spans zero	TRV	The Travelers Companies, Inc.	Purchases $5K–$75K; sales $4K–$60K	5	4	−$55.0K to $71.0K≈	2020-03-11
± net range spans zero	UNH	UnitedHealth group Incorporated	Purchases $4K–$60K; sales $4K–$60K	4	4	−$56.0K to $56.0K≈	2019-04-04
± net range spans zero	PEP	As filed: Pepsico, Inc. (PEP) [sT]	Purchases $3K–$45K; sales $4K–$60K	3	4	−$57.0K to $41.0K≈	2019-01-08
± net range spans zero	FDX	FedEx Corporation	Purchases $1K–$15K; sales $4K–$60K	1	4	−$59.0K to $11.0K≈	2016-01-08
± net range spans zero	KMI	Kinder Morgan, Inc.	Purchases $1K–$15K; sales $4K–$60K	1	4	−$59.0K to $11.0K≈	2015-06-26
± net range spans zero	VIG	As filed: Vanguard div Appreciation ETF (VIg) [ST]	Purchases $190K–$500K; sales $115K–$250K	8	3	−$60.0K to $385K≈	2020-09-08
± net range spans zero	DD	DuPont de Nemours, Inc.	Purchases $15K–$50K; sales $5K–$75K	1	5	−$60.0K to $45.0K≈	2019-10-10
NET SELL	COP	ConocoPhillips	Purchases —; sales $4K–$60K	0	4	−$60.0K to −$4.0K net disposal≈	2015-03-25
± net range spans zero	V	Visa Inc.	Purchases $18K–$95K; sales $17K–$80K	4	3	−$62.0K to $78.0K≈	2020-08-10
± net range spans zero	XOM	As filed: Exxon Mobil Corporation (XoM) [ST]	Purchases $5K–$75K; sales $5K–$75K	5	5	−$70.0K to $70.0K≈	2019-10-10
± net range spans zero	DOW	As filed: dow Inc. (doW) [ST]	Purchases $1K–$15K; sales $5K–$75K	1	5	−$74.0K to $10.0K≈	2019-08-06
± net range spans zero	F	Ford Motor Company	Purchases $1K–$15K; sales $5K–$75K	1	5	−$74.0K to $10.0K≈	2016-09-12
± net range spans zero	TEVA	Teva Pharmaceutical Industries Limited American Depositary Shares	Purchases $1K–$15K; sales $5K–$75K	1	5	−$74.0K to $10.0K≈	2016-09-12
± net range spans zero	ACN	As filed: accenture plc Class a ordinary Shares (aCN) [ST]	Purchases $4K–$60K; sales $17K–$80K	4	3	−$76.0K to $43.0K≈	2019-10-10
± net range spans zero	USB	As filed: U.S. bancorp (USb) [ST]	Purchases $53K–$145K; sales $52K–$130K	4	3	−$77.0K to $93.0K≈	2020-08-10
± net range spans zero	INTU	Intuit Inc.	Purchases $3K–$45K; sales $17K–$80K	3	3	−$77.0K to $28.0K≈	2020-09-08
± net range spans zero	GE	As filed: general Electric Company (gE) [ST]	Purchases $32K–$130K; sales $19K–$110K	4	5	−$78.0K to $111K≈	2019-03-25
± net range spans zero	NEE	NextEra Energy, Inc.	Purchases $17K–$80K; sales $18K–$95K	3	4	−$78.0K to $62.0K≈	2019-10-10
± net range spans zero	CWB	As filed: SPdR bloomberg barclays Convertible Securities ETF (CWb) [ST]	Purchases $167K–$380K; sales $115K–$250K	6	3	−$83.0K to $265K≈	2020-08-10
± net range spans zero	LUV	Southwest Airlines Company	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2020-11-30
± net range spans zero	MSFT	As filed: Microsoft Corporation (MsFT) [sT]	Purchases $18K–$95K; sales $7K–$105K	4	7	−$87.0K to $88.0K≈	2019-01-08
± net range spans zero	MET	MetLife, Inc.	Purchases $16K–$65K; sales $7K–$105K	2	7	−$89.0K to $58.0K≈	2018-02-01
± net range spans zero	INTC	Intel Corporation	Purchases $1K–$15K; sales $6K–$90K	1	6	−$89.0K to $9.0K≈	2018-01-16
± net range spans zero	WMT	Walmart Inc.	Purchases $4K–$60K; sales $18K–$95K	4	4	−$91.0K to $42.0K≈	2019-08-06
± net range spans zero	AAPL	Apple Inc.	Purchases $143K–$445K; sales $39K–$235K	10	11	−$92.0K to $406K≈	2020-10-16
± net range spans zero	AXP	American Express Company	Purchases $3K–$45K; sales $18K–$95K	3	4	−$92.0K to $27.0K≈	2020-08-10
± net range spans zero	VZ	Verizon Communications Inc.	Purchases $21K–$140K; sales $8K–$120K	7	8	−$99.0K to $132K≈	2020-05-19
± net range spans zero	FDL	As filed: First Trust Morningstar ETF (FdL) [ST]	Purchases $61K–$215K; sales $46K–$165K	5	4	−$104K to $169K≈	2020-02-26
± net range spans zero	D	Dominion Energy, Inc.	Purchases $1K–$15K; sales $7K–$105K	1	7	−$104K to $8.0K≈	2018-03-14
± net range spans zero	PM	Philip Morris International Inc	Purchases $18K–$95K; sales $20K–$125K	4	6	−$107K to $75.0K≈	2018-01-16
± net range spans zero	DIA	As filed: SPdR dow Jones Industrial average ETF (dIa) [ST]	Purchases $19K–$110K; sales $52K–$130K	5	3	−$111K to $58.0K≈	2020-03-18
± net range spans zero	IBM	As filed: International Business Machines Corporation (IBM) [sT]	Purchases $3K–$45K; sales $8K–$120K	3	8	−$117K to $37.0K≈	2018-10-26
± net range spans zero	GSLC	As filed: goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]	Purchases $76K–$265K; sales $80K–$200K	6	3	−$124K to $185K≈	2020-05-26
± net range spans zero	HD	As filed: Home depot, Inc. (Hd) [ST]	Purchases $17K–$80K; sales $53K–$145K	3	4	−$128K to $27.0K≈	2020-07-01
± net range spans zero	KO	As filed: Coca-Cola Company (Ko) [ST]	Purchases $5K–$75K; sales $33K–$145K	5	5	−$140K to $42.0K≈	2019-07-26
NET SELL	FDN	As filed: First Trust dJ Internet Index Fund (FdN) [ST]	Purchases $4K–$60K; sales $65K–$150K	4	2	−$146K to −$5.0K net disposal≈	2020-03-10
± net range spans zero	PNC	PNC Financial Services group, Inc.	Purchases $60K–$200K; sales $69K–$210K	4	6	−$150K to $131K≈	2020-08-10
± net range spans zero	VPU	Vanguard Utilities ETF	Purchases $161K–$415K; sales $91K–$315K	7	7	−$154K to $324K≈	2020-03-18
± net range spans zero	JPM	JP Morgan Chase & Co.	Purchases $34K–$160K; sales $36K–$190K	6	8	−$156K to $124K≈	2020-09-09
± net range spans zero	NOC	As filed: Northrop grumman Corporation (NoC) [ST]	Purchases $5K–$75K; sales $23K–$170K	5	9	−$165K to $52.0K≈	2020-03-18
± net range spans zero	VDC	As filed: Vanguard Consumer Staples ETF (VdC) [ST]	Purchases $196K–$465K; sales $140K–$400K	7	7	−$204K to $325K≈	2020-10-16
± net range spans zero	SDY	As filed: SPdR S&P dividend ETF (SdY) [ST]	Purchases $191K–$515K; sales $165K–$400K	9	3	−$209K to $350K≈	2020-08-10

1–20 of 344 tickers

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS

median days between trade date and filing date, over rows that disclose both: +25dfaster than chamber — median +28d
machine-readable transaction rows per distinct source filing: 17far above median — median 3.2
rows whose disclosed bracket tops out at $15,000: 63%larger lots — median 69%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars: 46%≈ chamber — median 47%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 17%family accounts — median 97%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 86 · transactions: 1,430 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: — · median days between trade date and filing date, over rows that disclose both: +25d · rows filed past the STOCK Act's 45-day window: 136

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 mix

taxonomy v1 · SIC as of 2026-10-01

Disclosed transactions by issuer sector
Sector	Trades	Flow range
Manufacturing	348	$1M–$6.8M
Finance, Insurance, and Real Estate	125	$531K–$2.7M
Transportation, Communications, Electric, Gas, and Sanitary Services	91	$315K–$1.9M
Services	89	$201K–$1.6M
Retail Trade	66	$367K–$1.6M
Mining	23	$37K–$380K
Wholesale Trade	7	$7K–$105K
Construction	2	$2K–$30K
Agriculture, Forestry, and Fishing	1	$1K–$15K
no ticker disclosed coverage	350	Over $12.8M
ticker not resolved to an issuer coverage	304	$3.7M–$11.8M
issuer has no SIC on record coverage	24	$397K–$1.2M

Sector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.

All disclosed transactions

1,430 rows · filed date desc · as of 2026-10-01 13:54 UTC

All disclosed transactions for K. Michael Conaway
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	DGRO	As filed: iShares Core Dividend growth ETF (DgRO) [ST]	—	$15K–$50K		Traded 2020-11-30 → Filed 2020-12-15 +15d	PTR ↗
BUY	LUV	Southwest Airlines Company	—	$15K–$50K		Traded 2020-11-30 → Filed 2020-12-15 +15d	PTR ↗
BUY	DRI	Darden Restaurants, Inc.	—	$15K–$50K		Traded 2020-11-30 → Filed 2020-12-15 +15d	PTR ↗
BUY	AAL	American Airlines group, Inc.	—	$15K–$50K		Traded 2020-11-30 → Filed 2020-12-15 +15d	PTR ↗
SELL	—	As filed: UIT First Trust Diversified W115 [OT]	SP (spouse-owned)	$1K–$15K	no ticker	Traded 2020-11-10 → Filed 2020-12-15 +35d	PTR ↗
BUY	JNJ	Johnson & Johnson	—	$50K–$100K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
BUY	SKYY	First Trust Cloud Computing ETF	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
SELL	VDC	As filed: Vanguard Consumer Staples ETF (VdC) [ST]	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
SELL	CVX	Chevron Corporation	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
BUY	JNJ	Johnson & Johnson	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
BUY	AAPL	Apple Inc.	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
BUY	AAPL	Apple Inc.	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
SELL	BX	As filed: The blackstone group Inc. Class A (bX) [ST]	—	$15K–$50K		Traded 2020-10-16 → Filed 2020-12-04 LATE·49d	PTR ↗
EXCHANGE	NBL	As filed: Noble Energy Inc. (NbL) [ST]	—	$1K–$15K		Traded 2020-10-06 → Filed 2020-12-04 LATE·59d	PTR ↗
EXCHANGE	CVX	Chevron Corporation	—	$1K–$15K		Traded 2020-10-06 → Filed 2020-12-04 LATE·59d	PTR ↗
EXCHANGE	CVX	Chevron Corporation	—	$15K–$50K		Traded 2020-10-06 → Filed 2020-12-04 LATE·59d	PTR ↗
EXCHANGE	NBL	As filed: Noble Energy Inc. (NbL) [ST]	—	$15K–$50K		Traded 2020-10-06 → Filed 2020-12-04 LATE·59d	PTR ↗
—	—	(unparsed asset)	—	—	asset unparseddate missingno tickerrow incompleterow orphanside unparsedamount unparsed	Traded Unknown → Filed 2020-12-04 —	PTR ↗
BUY	—	As filed: JPMORgAN CHASE & CO FIX/FLT JR SbRdNTd PERP MAT CLLb NRA TAXAbLE CPN 4.051% dUE 12/29/49 [OT]	—	$15K–$50K	no ticker	Traded 2020-09-28 → Filed 2020-10-05 +7d	PTR ↗
BUY	ABT	As filed: Abbott Laboratories (AbT) [ST]	—	$50K–$100K		Traded 2020-09-28 → Filed 2020-10-05 +7d	PTR ↗
BUY	ABT	As filed: Abbott Laboratories (AbT) [ST]	—	$15K–$50K		Traded 2020-09-28 → Filed 2020-10-05 +7d	PTR ↗
SELL	—	As filed: bANK NOVA SCOTIA 0% 1Y: LKd EURO STOXX 50 INdEX dUE 09/24/2020 CPN 0.000% dUE 09/24/20 [OT]	—	$15K–$50K	no ticker	Traded 2020-09-24 → Filed 2020-10-05 +11d	PTR ↗
BUY	USMC	Principal U.S. Mega-Cap ETF	—	$1K–$15K		Traded 2020-09-21 → Filed 2020-10-05 +14d	PTR ↗
BUY	—	As filed: FIFTH THIRd bANCORP FIX TO FLT JR SbRdNTd CALLAbLE PERPTL CPN 5.100% dUE 12/31/49 [OT]	—	$15K–$50K	no ticker	Traded 2020-09-21 → Filed 2020-10-05 +14d	PTR ↗
BUY	CIBR	As filed: First Trust NASdAQ Cybersecurity ETF (CIbR) [ST]	—	$15K–$50K		Traded 2020-09-21 → Filed 2020-10-05 +14d	PTR ↗
SELL	VDC	As filed: Vanguard Consumer Staples ETF (VdC) [ST]	—	$15K–$50K		Traded 2020-09-21 → Filed 2020-10-05 +14d	PTR ↗
SELL	VDC	As filed: Vanguard Consumer Staples ETF (VdC) [ST]	—	$15K–$50K		Traded 2020-09-21 → Filed 2020-10-05 +14d	PTR ↗
SELL	VDC	As filed: Vanguard Consumer Staples ETF (VdC) [ST]	—	$50K–$100K		Traded 2020-09-21 → Filed 2020-10-05 +14d	PTR ↗
SELL	JPM	JP Morgan Chase & Co.	—	$15K–$50K		Traded 2020-09-09 → Filed 2020-10-05 +26d	PTR ↗
SELL	USMC	Principal U.S. Mega-Cap ETF	partial (partial sale)	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
SELL	SPY	SPdR S&P 500	partial (partial sale)	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
BUY	GOOGL	As filed: Alphabet Inc. - Class A (gOOgL) [ST]	—	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
SELL	INTU	Intuit Inc.	—	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
SELL	AAPL	Apple Inc.	partial (partial sale)	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
SELL	AAPL	Apple Inc.	partial (partial sale)	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
SELL	VIG	As filed: Vanguard div Appreciation ETF (VIg) [ST]	partial (partial sale)	$50K–$100K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
SELL	JPM	JP Morgan Chase & Co.	—	$15K–$50K		Traded 2020-09-08 → Filed 2020-10-05 +27d	PTR ↗
—	—	(unparsed asset)	—	—	asset unparseddate missingno tickerrow incompleterow orphanside unparsedamount unparsed	Traded Unknown → Filed 2020-10-05 —	PTR ↗
SELL	—	As filed: FT divers Income & growth Fall 15 [OT]	SP (spouse-owned)	$100K–$250K	no ticker	Traded 2020-08-11 → Filed 2020-09-08 +28d	PTR ↗
BUY	AEP	American Electric Power Company, Inc.	SP (spouse-owned)	$15K–$50K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
SELL	USB	As filed: U.S. bancorp (USb) [ST]	—	$50K–$100K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
BUY	DGRO	As filed: iShares Core dividend growth ETF (dgRO) [ST]	SP (spouse-owned)	$50K–$100K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
BUY	CWB	As filed: SPdR bloomberg barclays Convertible Securities ETF (CWb) [ST]	—	$50K–$100K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
BUY	XLV	SPdR Select Sector Fund - Health Care	—	$50K–$100K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
SELL	AXP	American Express Company	—	$15K–$50K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
BUY	JNJ	Johnson & Johnson	SP (spouse-owned)	$15K–$50K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
SELL	PNC	PNC Financial Services group, Inc.	—	$15K–$50K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
SELL	PNC	PNC Financial Services group, Inc.	—	$50K–$100K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
BUY	DUK	As filed: duke Energy Corporation (dUK) [ST]	SP (spouse-owned)	$15K–$50K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗
BUY	SDY	As filed: SPdR S&P dividend ETF (SdY) [ST]	—	$15K–$50K		Traded 2020-08-10 → Filed 2020-09-08 +29d	PTR ↗

Each row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2020-12-15	5	PTR ↗
2020-12-04	13	PTR ↗
2020-10-05	20	PTR ↗
2020-09-08	14	PTR ↗
2020-09-04	7	PTR ↗
2020-07-10	15	PTR ↗
2020-06-09	29	PTR ↗
2020-05-04	30	PTR ↗
2020-04-06	53	PTR ↗
2020-03-10	21	PTR ↗
2020-02-07	4	PTR ↗
2020-02-07	15	PTR ↗
2019-12-16	6	PTR ↗
2019-11-12	23	PTR ↗
2019-10-08	6	PTR ↗
2019-09-17	15	PTR ↗
2019-08-05	17	PTR ↗
2019-07-08	2	PTR ↗
2019-05-06	19	PTR ↗
2019-04-02	7	PTR ↗
2019-03-05	4	PTR ↗
2019-03-04	14	PTR ↗
2019-01-03	19	PTR ↗
2018-12-05	29	PTR ↗
2018-11-12	15	PTR ↗
2018-10-04	5	PTR ↗
2018-09-04	9	PTR ↗
2018-08-10	4	PTR ↗
2018-07-09	15	PTR ↗
2018-06-04	10	PTR ↗
2018-05-10	10	PTR ↗
2018-04-03	23	PTR ↗
2018-03-06	1	PTR ↗
2018-03-02	28	PTR ↗
2018-02-02	32	PTR ↗
2018-01-04	13	PTR ↗
2017-12-06	16	PTR ↗
2017-11-04	13	PTR ↗
2017-10-05	20	PTR ↗
2017-10-04	23	PTR ↗
2017-08-02	16	PTR ↗
2017-06-14	4	PTR ↗
2017-06-06	7	PTR ↗
2017-05-03	13	PTR ↗
2017-04-02	15	PTR ↗
2017-03-02	3	PTR ↗
2017-02-07	1	PTR ↗
2017-02-06	14	PTR ↗
2017-01-04	4	PTR ↗
2016-11-07	5	PTR ↗
2016-10-12	200	PTR ↗
2016-09-06	26	PTR ↗
2016-08-02	12	PTR ↗
2016-07-06	13	PTR ↗
2016-06-03	17	PTR ↗
2016-05-24	28	PTR ↗
2016-04-07	3	PTR ↗
2016-03-02	17	PTR ↗
2016-02-05	19	PTR ↗
2016-01-08	11	PTR ↗
2015-12-04	10	PTR ↗
2015-11-04	9	PTR ↗
2015-10-06	17	PTR ↗
2015-09-02	7	PTR ↗
2015-08-03	35	PTR ↗
2015-08-01	10	PTR ↗
2015-07-07	13	PTR ↗
2015-06-03	8	PTR ↗
2015-05-05	13	PTR ↗
2015-04-25	4	PTR ↗
2015-04-05	19	PTR ↗
2015-03-03	99	PTR ↗
2015-02-26	2	PTR ↗
2015-02-17	4	PTR ↗
2015-02-08	3	PTR ↗
2015-01-03	13	PTR ↗
2014-12-02	2	PTR ↗
2014-11-06	14	PTR ↗
2014-10-02	23	PTR ↗
2014-09-02	9	PTR ↗
2014-08-18	54	PTR ↗
2014-07-26	4	PTR ↗
2014-06-04	3	PTR ↗
2014-04-09	2	PTR ↗
2014-02-12	1	PTR ↗

1–12 of 85 filings

Signals

window 2026-07-03 → 2026-10-01

No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.

Paper filings — not machine-readable

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.

Paper filings needing OCR for this member
Filed	Status	Src
2014-01-08	paper filing — needs OCR retained and counted; zero machine-readable rows	PTR ↗

PLANNED annual holdings · 13F overlap

Recent disclosures and committee context

Largest recent disclosures

trailing 90d · lower bound

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-10-01 · jurisdiction mapping v1

No committee memberships on record in the snapshot.

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 752 trades predate the membership snapshot's validity window and are unanswerable, not cleared.

A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

No tickers disclosed in the trailing 24 months.

Disclosed transactions

1,430 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Reporting window

Published 2026-10-01

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Holdings coverage

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.