Disclosed transactions
165 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Joe Courtney
Democrat — D–CT-2 · U.S. House · serving since 2007 · House Committee on Armed Services, House Committee on Education and Workforce · member ID C001069
- Disclosures
- 165
- 5 filings · 0 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
- 73
- across every disclosed row
- Late filings
- 46
- 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 rangesNo 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: 2022-04-05 — the full history is in the tables below. 1 row has no parseable trade date.
gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 1 rows with no parseable trade date excluded · 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 · 48 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| 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 | IVV | iShares Core S&P 500 ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation | 2020-10-09 |
| NET BUY | VOO | Vanguard S&P 500 ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-10-16 |
| NET BUY | EFG | As filed: iShares MSCI EAFE growth ETF (EFg) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | ESGU | As filed: iShares ESg Aware MSCI USA ETF (ESgU) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | FLCB | As filed: Franklin Liberty U.S. Core bond ETF (FLCb) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 |
| NET BUY | FLCO | Franklin Liberty Investment grade Corporate ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 |
| NET BUY | FLQL | Franklin LibertyQ U.S. Equity ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 |
| NET BUY | GOVT | As filed: iShares U.S. Treasury bond ETF (gOVT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 |
| NET BUY | IEF | iShares 7-10 Year Treasury Bond ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | IEFA | iShares Core MSCI EAFE ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | IHI | iShares U.S. Medical Devices ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | IJR | iShares Core S&P Small-Cap ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | TLT | iShares 20+ Year Treasury Bond ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | USMV | iShares MSCI USA Min Vol Factor ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | VEA | Vanguard FTSE Developed Markets ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 |
| NET BUY | VLUE | iShares MSCI USA Value Factor ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| NET BUY | VWO | Vanguard FTSE Emerging Markets ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 |
| NET BUY | XSOE | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 |
| ± net range spans zero | C | Citigroup, Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | ABT | As filed: Abbott laboratories (AbT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | AMT | American Tower Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | ANTM | Anthem, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | BLK | As filed: blackRock, Inc. (blK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | BLL | As filed: ball Corporation (bll) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | COF | Capital One Financial Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | COST | Costco Wholesale Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | CSCO | Cisco Systems, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | CVX | Chevron Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | DHR | As filed: danaher Corporation (dHR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | DIS | As filed: Walt disney Company (dIS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | FISV | Fiserv, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | GOOGL | As filed: Alphabet Inc. - Class A (gOOgl) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | HD | As filed: Home depot, Inc. (Hd) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | HLT | As filed: Hilton Worldwide Holdings Inc. (HlT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | HON | Honeywell International Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | JPM | JP Morgan Chase & Co. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | LMT | As filed: lockheed Martin Corporation (lMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | MCHP | Microchip Technology Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | MSFT | Microsoft Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | PEP | Pepsico, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | PLD | As filed: Prologis, Inc. (Pld) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | ROST | Ross Stores, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | SHW | Sherwin-Williams Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | STZ | Constellation brands, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | SYY | Sysco Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-03-18 |
| FLAT the net range spans zero | TFC | Truist Financial Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | TMO | Thermo Fisher Scientific Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | TOT | Total S.A. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-05-01 |
| FLAT the net range spans zero | UNP | As filed: union Pacific Corporation (uNP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | V | Visa Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | WMT | Walmart Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| FLAT the net range spans zero | ZTS | Zoetis Inc. Class A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 |
| NET SELL | BTZ | BlackRock Credit Allocation Income Trust | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | DIV | global X Super Dividend ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | DSU | Blackrock Debt Strategies Fund, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | ET | Energy Transfer LP Common Units | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | EVV | Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | F | Ford Motor Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | IDV | iShares International Select Dividend ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | MFC | Manulife Financial Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-04-05 |
| NET SELL | PUTW | WisdomTree CBOE S&P 500 PutWrite Strategy Fund | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-16 |
| NET SELL | SRLN | SPDR Blackstone gSO Senior Loan ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | VIG | As filed: Vanguard Div Appreciation ETF (VIg) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| NET SELL | VTI | Vanguard Total Stock Market ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 |
| ± net range spans zero | AAPL | Apple Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-10-16 |
| ± net range spans zero | CB | As filed: Chubb limited (Cb) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-06-02 |
| ± net range spans zero | KDP | As filed: Keurig dr Pepper Inc. (KdP) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-08-07 |
| ± net range spans zero | NEE | NextEra Energy, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-08-07 |
| ± net range spans zero | AMZN | Amazon.com, Inc. | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2020-08-07 |
| NET SELL | BABA | Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-10-09 |
| NET SELL | NTDOY | Nintendo Co Ltd ADR | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-10-09 |
| NET SELL | PBCT | People's United Financial, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-03-03 |
1–20 of 73 tickers
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- median days between trade date and filing date, over rows that disclose both
- +28dat chamber median — median +28d
- machine-readable transaction rows per distinct source filing
- 33far above median — median 3.2
- 90%small-lot profile — median 69%
- 55%above median — median 47%
- 2%family accounts — median 97%
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 5 · transactions: 165 · 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: +28d · rows filed past the STOCK Act's 45-day window: 46
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| Sector | Trades | Flow range |
|---|---|---|
| Manufacturing | 29 | $29K–$435K |
| Finance, Insurance, and Real Estate | 19 | $19K–$285K |
| Services | 13 | $27K–$230K |
| Retail Trade | 12 | $26K–$215K |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 6 | $6K–$90K |
| Wholesale Trade | 2 | $2K–$30K |
| no ticker disclosed coverage | 48 | Over $173K |
| ticker not resolved to an issuer coverage | 33 | $89K–$635K |
| issuer has no SIC on record coverage | 3 | $3K–$45K |
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
165 rows · filed date desc · as of 2026-10-01 13:54 UTC| 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 |
|---|---|---|---|---|---|---|---|
| SELL | MFC | Manulife Financial Corporation | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | PBCT | People's United Financial, Inc. | — | $15K–$50K | Traded → Filed +40d | ||
| BUY | FLQL | Franklin LibertyQ U.S. Equity ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| SELL | — | As filed: Pimco FDS Income Institutional [OT] | SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +31d | |
| BUY | VEA | Vanguard FTSE Developed Markets ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| SELL | — | As filed: Loomis Sayles Senior Float Rate [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| BUY | — | As filed: goldman Sachs International Equity Insights [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| BUY | — | As filed: Franklin growth Fund Advantage [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| BUY | — | As filed: Templeton Developing Markets Trust [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| SELL | SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| BUY | — | As filed: Franklin International growth Advisor Class [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| BUY | FLCO | Franklin Liberty Investment grade Corporate ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| BUY | FLCB | As filed: Franklin Liberty U.S. Core bond ETF (FLCb) [ST] | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| BUY | VWO | Vanguard FTSE Emerging Markets ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| BUY | — | As filed: Franklin Small Cap growth Fund [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| SELL | — | As filed: T Rowe Price blue Chip growth [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| BUY | GOVT | As filed: iShares U.S. Treasury bond ETF (gOVT) [ST] | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| BUY | — | As filed: Franklin Small Cap Value Fund [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| SELL | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| BUY | VOO | Vanguard S&P 500 ETF | SP (spouse-owned) | $15K–$50K | Traded → Filed +31d | ||
| BUY | — | As filed: JP Morgan Mortgage backed Securities [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| SELL | — | As filed: Federated MDT Small Cap growth [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| SELL | — | As filed: WCM Focused International growth [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| SELL | ET | Energy Transfer LP Common Units | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | DIV | global X Super Dividend ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | VTI | Vanguard Total Stock Market ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | XSOE | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | — | As filed: Rivernorth Funds Doubleline Strategic Income [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| SELL | F | Ford Motor Company | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | IHI | iShares U.S. Medical Devices ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | DSU | Blackrock Debt Strategies Fund, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | PUTW | WisdomTree CBOE S&P 500 PutWrite Strategy Fund | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | — | As filed: Blackrock Technologies Opportunity Fund - BgSIX [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| SELL | NTDOY | Nintendo Co Ltd ADR | SP (spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| BUY | — | As filed: Blackrock High Yield Municipal Fund - MAYHX [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| SELL | BTZ | BlackRock Credit Allocation Income Trust | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | — | As filed: Blackrock Advantage Large Cap - MALRX [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| SELL | VIG | As filed: Vanguard Div Appreciation ETF (VIg) [ST] | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | — | As filed: Blackrock National Municipal Fund - MANLX [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| BUY | IJR | iShares Core S&P Small-Cap ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | TLT | iShares 20+ Year Treasury Bond ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | — | As filed: Blackrock Emerging Markets Fund - MADCX [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| BUY | IVV | iShares Core S&P 500 ETF | SP (spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| BUY | — | As filed: Pimco Municipal Bond Fund - PMUPX [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| SELL | — | As filed: WCM Focused Int'l growth [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| BUY | VLUE | iShares MSCI USA Value Factor ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| BUY | IEF | iShares 7-10 Year Treasury Bond ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | — | As filed: Pimco Investments Income Inst'l [OT] | SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +28d | |
| SELL | SRLN | SPDR Blackstone gSO Senior Loan ETF | SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | — | As filed: goldman Sachs Dynamic Muni Income Fund [OT] | SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d |
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 ↗
1–50 of 165 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2022-04-12 | 2 | |
| 2020-11-16 | 21 | |
| 2020-11-06 | 35 | |
| 2020-08-27 | 61 | |
| 2020-07-29 | 46 |
Signals
window 2026-07-03 → 2026-10-01No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower boundNo rankable disclosures in the trailing 90 days.
Committees · jurisdiction overlap
membership snapshot 2026-10-01 · jurisdiction mapping v1Serves on: House Committee on Armed Services · House Committee on Education and Workforce
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 81 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 24mNo tickers disclosed in the trailing 24 months.
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.