267 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 25Q1: purchases Over $87K, sales $1.1M–$5.2M; 25Q2: purchases $1K–$15K, sales $656K–$1.6M; 25Q3: purchases $18K–$95K, sales $69K–$210K; 25Q4: purchases $104K–$260K, no sales; 26Q1: no purchases, sales $52K–$130K; 26Q2: no purchases, no sales; 26Q3: purchases $7K–$105K, sales $5K–$75K; 26Q4: no purchases, no sales
| Net | Ticker | The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record. | net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero·§ | Last traded |
|---|---|---|---|---|---|---|---|
| NET BUY | LUBYX | As filed: Lord Abbott Ultra Short Bond CL I (LUBYX) [OT] · type code OT: Other | Purchases $116K–$315K; sales $1K–$15K | 3 | 1 | $101K to $314K net accumulation | 2024-08-06 |
| NET BUY | LMT | Lockheed Martin Corporation | Purchases $69K–$210K; sales $1K–$15K | 6 | 1 | $54.0K to $209K net accumulation≈ | 2025-02-18 |
| NET BUY | ACN | Accenture plc Class A | Purchases $54K–$160K; sales — | 5 | 0 | $54.0K to $160K net accumulation≈ | 2026-08-26 |
| NET BUY | IVV | As filed: iShares Core S&P 500 ETF (IVV) [OT] · type code OT: Other | Purchases $53K–$145K; sales — | 4 | 0 | $53.0K to $145K net accumulation≈ | 2025-10-14 |
| NET BUY | LSYIX | As filed: Lord Abbett Short Duration High Yield I (LSYIX) bond fund [CS] · type code CS: Corporate Securities (Bonds and Notes) | Purchases $53K–$145K; sales — | 4 | 0 | $53.0K to $145K net accumulation≈ | 2026-08-26 |
| NET BUY | UNP | Union Pacific Corporation | Purchases $53K–$145K; sales — | 4 | 0 | $53.0K to $145K net accumulation≈ | 2025-10-14 |
| NET BUY | ADP | Automatic Data Processing, Inc. | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-09-25 |
| NET BUY | AMGN | Amgen Inc. | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 |
| NET BUY | AMZN | Amazon.com, Inc. | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2025-02-26 |
| NET BUY | APD | Air Products and Chemicals, Inc. | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 |
| NET BUY | CB | Chubb Limited | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 |
| NET BUY | GD | General Dynamics Corporation | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 |
| NET BUY | ITW | Illinois Tool Works Inc. | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-09-25 |
| NET BUY | QQQM | As filed: INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) [AB] · type code AB: Asset-Backed Securities | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation≈ | 2024-08-07 |
| NET BUY | NVO | Novo Nordisk A/S | Purchases $35K–$175K; sales — | 7 | 0 | $35.0K to $175K net accumulation≈ | 2026-08-26 |
| NET BUY | FCNTX | As filed: Fidelity Contrafund (FCNTX) [CS] · type code CS: Corporate Securities (Bonds and Notes) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation | 2022-09-13 |
| NET BUY | IVW | iShares S&P 500 Growth ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-09-13 |
| NET BUY | SDVY | As filed: FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) [AB] · type code AB: Asset-Backed Securities | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-08-07 |
| NET SELL | FFRHX | As filed: FIDELITY FLOATING HIGH RATE INCOME (FFRHX) [OT] · type code OT: Other | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2024-08-06 |
| NET SELL | FMCSX | As filed: Fidelity Mid-Cap Stock Fund (FMCSX) [AB] · type code AB: Asset-Backed Securities | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-09-11 |
| ± net range spans zero | FQAL | As filed: FIDELITY QUALITY FACTOR ETF (FQAL) [OT] · type code OT: Other | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-08-06 |
| ± net range spans zero | ONEQ | As filed: FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) [OT] · type code OT: Other | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-08-06 |
| NET SELL | BRK.A | Berkshire Hathaway Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-02-21 |
| NET SELL | DGRO | As filed: ISHARES TRUST CORE DIVID GWTH (DGRO) [OT] · type code OT: Other | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-08-06 |
| NET SELL | PNC | PNC Financial Services Group, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-02-15 |
| ± net range spans zero | PEP | Pepsico, Inc. | Purchases $4K–$60K; sales $16K–$65K | 4 | 2 | −$61.0K to $44.0K≈ | 2026-08-26 |
| ± net range spans zero | MRK | Merck & Company, Inc. | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2025-06-16 |
| NET SELL | BRKB | As filed: BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) [OT] · type code OT: Other | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-08-06 |
| ± net range spans zero | HSY | The Hershey Company | Purchases $52K–$130K; sales $52K–$130K | 3 | 3 | −$78.0K to $78.0K≈ | 2026-02-10 |
| ± net range spans zero | HD | Home Depot, Inc. | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2025-06-16 |
| ± net range spans zero | JNJ | Johnson & Johnson | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2025-06-16 |
| ± net range spans zero | MDT | Medtronic plc. | Purchases $16K–$65K; sales $50K–$100K | 2 | 1 | −$84.0K to $15.0K≈ | 2023-02-15 |
| ± net range spans zero | MCD | McDonald's Corporation | Purchases $4K–$60K; sales $30K–$100K | 4 | 2 | −$96.0K to $30.0K≈ | 2026-08-26 |
| ± net range spans zero | PG | Procter & Gamble Company | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2025-06-16 |
| NET SELL | UNH | UnitedHealth Group Incorporated | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2024-08-07 |
| NET SELL | V | Visa Inc. | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2025-06-16 |
| NET SELL | VZ | Verizon Communications Inc. | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2023-02-15 |
| ± net range spans zero | CMCSA | Comcast Corporation - Class A | Purchases $52K–$130K; sales $67K–$180K | 3 | 4 | −$128K to $63.0K≈ | 2025-08-04 |
| NET SELL | PFE | Pfizer, Inc. | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2024-08-06 |
| ± net range spans zero | COST | Costco Wholesale Corporation | Purchases $52K–$130K; sales $68K–$195K | 3 | 5 | −$143K to $62.0K≈ | 2025-01-28 |
| NET SELL | GOOG | Alphabet Inc. - Class C Capital Stock | Purchases $1K–$15K; sales $54K–$160K | 1 | 5 | −$159K to −$39.0K net disposal≈ | 2026-08-20 |
| NET SELL | DFS | Discover Financial Services | Purchases —; sales $66K–$165K | 0 | 3 | −$165K to −$66.0K net disposal≈ | 2024-08-06 |
| ± net range spans zero | FBKWX | As filed: Fidelity Advisor Total Bond CL Z (FBKWX) [AB] · type code AB: Asset-Backed Securities | Purchases $116K–$315K; sales $116K–$315K | 3 | 3 | −$199K to $199K≈ | 2024-08-07 |
| ± net range spans zero | WMT | Walmart Inc. | Purchases $17K–$80K; sales $62K–$230K | 3 | 6 | −$213K to $18.0K≈ | 2025-06-16 |
| NET SELL | BRK.B | Berkshire Hathaway Inc. New | Purchases $1K–$15K; sales $81K–$215K | 1 | 4 | −$214K to −$66.0K net disposal≈ | 2025-06-16 |
| NET SELL | NEE | NextEra Energy, Inc. | Purchases —; sales $81K–$215K | 0 | 4 | −$215K to −$81.0K net disposal≈ | 2024-08-06 |
| NET SELL | UPS | United Parcel Service, Inc. | Purchases $17K–$80K; sales $83K–$245K | 3 | 6 | −$228K to −$3.0K net disposal≈ | 2025-07-22 |
| NET SELL | MSFT | Microsoft Corporation | Purchases $16K–$65K; sales $75K–$250K | 2 | 5 | −$234K to −$10.0K net disposal≈ | 2025-06-16 |
| NET SELL | IJR | As filed: ISHARES CORE S&P SMALL CAP E (IJR) [OT] · type code OT: Other | Purchases —; sales $103K–$245K | 0 | 5 | −$245K to −$103K net disposal≈ | 2024-08-06 |
| NET SELL | AAPL | Apple Inc. | Purchases $1K–$15K; sales $64K–$260K | 1 | 8 | −$259K to −$49.0K net disposal≈ | 2026-08-20 |
| NET SELL | CSCO | Cisco Systems, Inc. | Purchases $16K–$65K; sales $117K–$280K | 2 | 5 | −$264K to −$52.0K net disposal≈ | 2025-06-16 |
| NET SELL | JPM | JP Morgan Chase & Co. | Purchases $1K–$15K; sales $98K–$295K | 1 | 7 | −$294K to −$83.0K net disposal≈ | 2026-08-20 |
| NET SELL | QQQ | As filed: INVESCO QQQ TR UNIT SER 1 (QQQ) [OT] · type code OT: Other | Purchases —; sales $153K–$395K | 0 | 5 | −$395K to −$153K net disposal≈ | 2024-08-06 |
| NET SELL | SBUX | Starbucks Corporation | Purchases $33K–$145K; sales $170K–$475K | 5 | 8 | −$442K to −$25.0K net disposal≈ | 2024-08-14 |
| NET SELL | BWIN | The Baldwin Insurance Group, Inc. - Class A | Purchases —; sales $1.5M–$6.1M | 0 | 3 | −$6.1M to −$1.5M net disposal | 2025-04-10 |
| NET SELL | BRP | The Baldwin Insurance Group, Inc. - Class A | Purchases —; sales $3.5M–$16M | 0 | 5 | −$16.0M to −$3.5M net disposal≈ | 2024-05-08 |
| NET SELL | KVUE | Kenvue Inc. | Purchases —; sales Over $2K | 0 | 3 | at most −$2.0K net disposal≈ | 2025-06-16 |
1–20 of 57 tickers
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 29 · transactions: 267 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $168K–$570K · median days between trade date and filing date, over rows that disclose both: +27d · rows filed past the STOCK Act's 45-day window: 39
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
| Sector | Trades | Flow range |
|---|---|---|
| Manufacturing | 77 | Over $832K |
| Retail Trade | 44 | $535K–$1.7M |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 25 | $403K–$1.1M |
| Services | 24 | $283K–$895K |
| Finance, Insurance, and Real Estate | 18 | $1.7M–$6.7M |
| ticker not resolved to an issuer coverage | 58 | $5.5M–$23.8M |
| no ticker disclosed coverage | 21 | Over $357K |
| 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 | MCD | McDonald's Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +22d | ||
| BUY | ACN | Accenture plc Class A | SP (spouse-owned) | $1K–$15K | Traded → Filed +22d | ||
| BUY | NVO | Novo Nordisk A/S | — | $1K–$15K | Traded → Filed +22d | ||
| BUY | ACN | Accenture plc Class A | — | $1K–$15K | Traded → Filed +22d | ||
| BUY | PEP | Pepsico, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +22d | ||
| BUY | LSYIX | As filed: Lord Abbett Short Duration High Yield I (LSYIX) bond fund [CS] | SP (spouse-owned) | $1K–$15K | Traded → Filed +22d | ||
| BUY | PEP | Pepsico, Inc. | — | $1K–$15K | Traded → Filed +22d | ||
| SELL | JPM | JP Morgan Chase & Co. | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | JPM | JP Morgan Chase & Co. | partial (partial sale) | $1K–$15K | Traded → Filed +28d | ||
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock | partial (partial sale) | $1K–$15K | Traded → Filed +28d | ||
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | AAPL | Apple Inc. | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | HSY | The Hershey Company | — | $1K–$15K | Traded → Filed +13d | ||
| SELL | HSY | The Hershey Company | SP (spouse-owned) | $1K–$15K | Traded → Filed +13d | ||
| SELL | HSY | The Hershey Company | — | $50K–$100K | Traded → Filed +13d | ||
| BUY | IVV | As filed: iShares Core S&P 500 ETF (IVV) [OT] | — | $1K–$15K | Traded → Filed +8d | ||
| BUY | UNP | Union Pacific Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +8d | ||
| BUY | UNP | Union Pacific Corporation | — | $50K–$100K | Traded → Filed +8d | ||
| BUY | IVV | As filed: iShares Core S&P 500 ETF (IVV) [OT] | — | $50K–$100K | Traded → Filed +8d | ||
| BUY | UNP | Union Pacific Corporation | — | $1K–$15K | Traded → Filed +8d | ||
| BUY | IVV | As filed: iShares Core S&P 500 ETF (IVV) [OT] | SP (spouse-owned) | $1K–$15K | Traded → Filed +8d | ||
| BUY | NVO | Novo Nordisk A/S | — | $1K–$15K | Traded → Filed +10d | ||
| BUY | NVO | Novo Nordisk A/S | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | CMCSA | Comcast Corporation - Class A | — | $15K–$50K | Traded → Filed +10d | ||
| SELL | CMCSA | Comcast Corporation - Class A | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | CMCSA | Comcast Corporation - Class A | SP (spouse-owned) | $1K–$15K | Traded → Filed +10d | ||
| BUY | NVO | Novo Nordisk A/S | SP (spouse-owned) | $1K–$15K | Traded → Filed +10d | ||
| BUY | NVO | Novo Nordisk A/S | — | $15K–$50K | Traded → Filed +10d | ||
| SELL | UPS | United Parcel Service, Inc. | — | $50K–$100K | Traded → Filed +9d | ||
| SELL | UPS | United Parcel Service, Inc. | — | $1K–$15K | Traded → Filed +9d | ||
| SELL | UPS | United Parcel Service, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| SELL | KVUE | Kenvue Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | PG | Procter & Gamble Company | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | BRK.B | Berkshire Hathaway Inc. New | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | MCD | McDonald's Corporation | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | PEP | Pepsico, Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | AAPL | Apple Inc. | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock | JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | JPM | JP Morgan Chase & Co. | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | HD | Home Depot, Inc. | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | V | Visa Inc. | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | WMT | Walmart Inc. | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | CSCO | Cisco Systems, Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | MSFT | Microsoft Corporation | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| SELL | UPS | United Parcel Service, Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | MRK | Merck & Company, Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +28d | ||
| SELL | JNJ | Johnson & Johnson | JT (jointly owned) | $15K–$50K | Traded → Filed +28d | ||
| BUY | ADP | Automatic Data Processing, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·281d | ||
| BUY | ITW | Illinois Tool Works Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·281d | ||
| BUY | MSFT | Microsoft Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·330d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-17 | 12 | |
| 2026-02-23 | 3 | |
| 2025-10-22 | 6 | |
| 2025-08-14 | 7 | |
| 2025-07-31 | 3 | |
| 2025-07-14 | 16 | |
| 2025-07-03 | 35 | |
| 2025-06-02 | 1 | |
| 2025-04-17 | 1 | |
| 2025-04-11 | 2 | |
| 2025-03-18 | 12 | |
| 2025-02-23 | 2 | |
| 2024-10-15 | 4 | |
| 2024-08-20 | 73 | |
| 2024-06-02 | 1 | |
| 2024-04-23 | 2 | |
| 2023-10-12 | 24 | |
| 2023-05-23 | 18 | |
| 2023-03-07 | 20 | |
| 2022-10-11 | 22 | |
| 2022-03-03 | 1 | |
| 2021-06-01 | 1 | |
| 2021-03-26 | 1 |
1–12 of 23 filings
No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
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.
| Filed | Status | Src |
|---|---|---|
| 2022-04-08 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-10-20 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-06-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-06-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-06-08 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2021-05-20 | paper filing — needs OCR retained and counted; zero machine-readable rows |
PLANNED annual holdings · 13F overlap
| Filed | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-09-17 | MCD | BUY | $1K–$15K | |
| 2026-09-17 | ACN | BUY | $1K–$15K | |
| 2026-09-17 | NVO | BUY | $1K–$15K | |
| 2026-09-17 | ACN | BUY | $1K–$15K | |
| 2026-09-17 | PEP | BUY | $1K–$15K |
Serves on: House Committee on Appropriations · House Committee on Science, Space, and Technology
No overlaps found within the MAPPED committee jurisdictions · 131 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 57 trades touch committees outside the jurisdiction mapping (HSAP, HSSY) — unanswerable there, not cleared.
| Ticker | Trades | flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges·§ | Last |
|---|---|---|---|
| NVO | 7 | $35K–$175K§ | 2026-08 |
| UNP | 4 | $53K–$145K§ | 2025-10 |
| UPS | 4 | $53K–$145K§ | 2025-07 |
| AMZN | 3 | $52K–$130K§ | 2025-02 |
| BWIN | 3 | $1.5M–$6.1M§ | 2025-04 |
| CMCSA | 3 | $17K–$80K§ | 2025-08 |
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.