Disclosed transactions
120 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Neal P. Dunn
Republican — R–FL-2 · U.S. House · serving since 2017 · House Committee on Energy and Commerce, House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party · member ID D000628
- Disclosures
- 120
- 31 filings · 2 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.
- −$250K to −$115K
- purchases − sales · an interval
- Distinct tickers
- 20
- across every disclosed row
- Late filings
- 3
- 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 ranges25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
26Q4
gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 2 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 25Q1: purchases $1K–$15K, no sales; 25Q2: purchases $1K–$15K, no sales; 25Q3: no purchases, sales $1K–$15K; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, sales $115K–$250K; 26Q3: no purchases, no sales; 26Q4: no purchases, no sales
Net disclosed flow by ticker
PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 11 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record. | net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero·§ | Last traded |
|---|---|---|---|---|---|---|---|
| NET BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | Purchases $35K–$175K; sales — | 7 | 0 | $35.0K to $175K net accumulation | 2025-06-02 |
| NET BUY | RF$A | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A | Purchases $50K–$100K; sales $1K–$15K | 1 | 1 | $35.0K to $99.0K net accumulation≈ | 2023-01-05 |
| NET BUY | WFC$Y | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2023-05-05 |
| NET BUY | CADE$A | Cadence Bank 5.50% Series A | Purchases $19K–$110K; sales — | 5 | 0 | $19.0K to $110K net accumulation≈ | 2026-02-02 |
| NET BUY | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | Purchases $33K–$145K; sales $1K–$15K | 5 | 1 | $18.0K to $144K net accumulation≈ | 2024-09-27 |
| NET BUY | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2024-09-27 |
| NET BUY | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2024-11-06 |
| NET BUY | MSTR | MicroStrategy Incorporated - Class A | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2024-12-24 |
| NET BUY | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | Purchases $33K–$145K; sales $2K–$30K | 5 | 2 | $3.0K to $143K net accumulation≈ | 2025-09-04 |
| FLAT the net range spans zero | HBANZ | As filed: Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] · type code OT: Other | Purchases —; sales — | 0 | 0 | $0 | 2026-02-02 |
| ± net range spans zero | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-04-24 |
| ± net range spans zero | BBT$D | As filed: BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-09-03 |
| ± net range spans zero | JPM$G | As filed: J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-12-07 |
| ± net range spans zero | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2026-05-11 |
| ± net range spans zero | WFC$V | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2020-12-15 |
| ± net range spans zero | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | Purchases $34K–$160K; sales $50K–$100K | 6 | 1 | −$66.0K to $110K≈ | 2026-05-11 |
| ± net range spans zero | SO | Southern Company | Purchases $31K–$115K; sales $30K–$100K | 3 | 2 | −$69.0K to $85.0K≈ | 2023-01-05 |
| ± net range spans zero | BAC$K | Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH | Purchases $3K–$45K; sales $17K–$80K | 3 | 3 | −$77.0K to $28.0K≈ | 2020-08-07 |
| ± net range spans zero | BXS$A | As filed: bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] | Purchases $165K–$475K; sales $250K–$600K | 11 | 3 | −$435K to $225K≈ | 2021-03-11 |
| NET SELL | BXS | BancorpSouth Bank | Purchases $7K–$105K; sales $1.7M–$3.5M | 7 | 13 | −$3.4M to −$1.5M net disposal | 2020-12-15 |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- median days between trade date and filing date, over rows that disclose both
- +29dslower than chamber — median +28d
- machine-readable transaction rows per distinct source filing
- 4.1above median — median 3.2
- 55%larger lots — median 69%
- 64%above median — median 47%
- 92%family accounts — median 97%
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 31 · transactions: 120 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $117K–$280K · median days between trade date and filing date, over rows that disclose both: +29d · rows filed past the STOCK Act's 45-day window: 3
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 |
|---|---|---|
| Transportation, Communications, Electric, Gas, and Sanitary Services | 5 | $61K–$215K |
| Finance, Insurance, and Real Estate | 2 | $16K–$65K |
| ticker not resolved to an issuer coverage | 102 | $2.5M–$6.4M |
| no ticker disclosed coverage | 11 | $2M–$7.1M |
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
120 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 | — | As filed: JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] | — | $50K–$100K | no ticker | Traded → Filed +43d | |
| SELL | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | — | $15K–$50K | Traded → Filed +43d | ||
| SELL | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | — | $50K–$100K | Traded → Filed +43d | ||
| EXCHANGE | HBANZ | As filed: Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] | — | $1K–$15K | Traded → Filed +43d | ||
| EXCHANGE | CADE$A | Cadence Bank 5.50% Series A | — | $1K–$15K | Traded → Filed +43d | ||
| SELL | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | partial (partial sale) | $1K–$15K | Traded → Filed +27d | ||
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | — | $1K–$15K | Traded → Filed LATE·72d | ||
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | — | $1K–$15K | Traded → Filed +31d | ||
| BUY | MSTR | MicroStrategy Incorporated - Class A | SP (spouse-owned) | $15K–$50K | Traded → Filed LATE·76d | ||
| BUY | — | As filed: JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| BUY | CADE$A | Cadence Bank 5.50% Series A | — | $1K–$15K | Traded → Filed +40d | ||
| BUY | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | — | $1K–$15K | Traded → Filed +40d | ||
| BUY | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | — | $1K–$15K | Traded → Filed +40d | ||
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | — | $1K–$15K | Traded → Filed +40d | ||
| BUY | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | — | As filed: US Bancorp Preferred Series K [OT] | — | $1K–$15K | no ticker | Traded → Filed +41d | |
| BUY | — | As filed: JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] | — | $1K–$15K | no ticker | Traded → Filed +41d | |
| BUY | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | CADE$A | Cadence Bank 5.50% Series A | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | — | $1K–$15K | Traded → Filed +41d | ||
| SELL | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | — | $1K–$15K | Traded → Filed +28d | ||
| SELL | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD | — | $1K–$15K | Traded → Filed +28d | ||
| BUY | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| BUY | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | WFC$D | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD | SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| BUY | CADE$A | Cadence Bank 5.50% Series A | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | WFC$Y | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y | — | $1K–$15K | Traded → Filed +21d | ||
| BUY | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | — | $1K–$15K | Traded → Filed +21d | ||
| SELL | RF$A | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A | — | $1K–$15K | Traded → Filed +43d | ||
| SELL | SO | Southern Company | — | $15K–$50K | Traded → Filed +43d | ||
| SELL | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | — | $1K–$15K | Traded → Filed +43d | ||
| SELL | SO | Southern Company | SP (spouse-owned) | $15K–$50K | Traded → Filed +43d | ||
| BUY | WFC$Y | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | USB$P | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | TFC$R | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | T$A | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | CADE$A | Cadence Bank 5.50% Series A | — | $1K–$15K | Traded → Filed +25d | ||
| BUY | RF$E | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | COF$I | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | JPM$J | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG | — | $15K–$50K | Traded → Filed +25d | ||
| BUY | KEY$J | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | — | $15K–$50K | Traded → Filed +30d |
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 120 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-06-23 | 3 | |
| 2026-03-17 | 2 | |
| 2025-10-01 | 1 | |
| 2025-08-13 | 1 | |
| 2025-04-03 | 1 | |
| 2025-03-10 | 1 | |
| 2024-12-16 | 5 | |
| 2024-11-07 | 8 | |
| 2024-05-22 | 2 | |
| 2023-05-26 | 12 | |
| 2023-02-17 | 4 | |
| 2022-09-09 | 17 | |
| 2021-03-24 | 2 | |
| 2021-01-15 | 4 | |
| 2020-12-23 | 5 | |
| 2020-11-05 | 1 | |
| 2020-09-09 | 4 | |
| 2020-07-18 | 2 | |
| 2020-06-23 | 3 | |
| 2020-05-01 | 1 | |
| 2020-03-19 | 1 | |
| 2020-01-30 | 3 | |
| 2020-01-20 | 4 | |
| 2019-12-11 | 12 | |
| 2019-09-30 | 8 | |
| 2019-02-07 | 9 | |
| 2018-09-11 | 1 | |
| 2017-07-10 | 1 | |
| 2017-06-07 | 2 |
1–12 of 29 filings
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.
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.
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 Energy and Commerce (Vice Chair) · House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
No overlaps found within the MAPPED committee jurisdictions · 6 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 1 trades touch committees outside the jurisdiction mapping (HSZS) — unanswerable there, 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| 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 |
|---|---|---|---|
| COF$I | 3 | $3K–$45K§ | 2025-06 |
| CADE$A | 2 | $2K–$30K§ | 2026-02 |
| RF$E | 2 | $51K–$115K§ | 2026-05 |
| HBANZ | 1 | $1K–$15K§ | 2026-02 |
| JPM$J | 1 | $1K–$15K§ | 2025-09 |
| MSTR | 1 | $15K–$50K§ | 2024-12 |
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.