Raúl M. Grijalva

Democrat — D–AZ-7 · U.S. House · serving since 2003 · member ID G000551

Disclosures: 175; 35 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: 77; across every disclosed row
Late filings: 9; 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: 2021-12-17 — the full history is in the tables below.

gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 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 reportALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Raúl M. Grijalva
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	OPY	As filed: Oppenheimer Holdings, Inc. Class a Common stock (OPY)	Purchases $4K–$60K; sales —	4	0	$4.0K to $60.0K net accumulation	2015-04-10
NET BUY	OGLYX	As filed: oppenheimer GLoBaL (oGLYX)	Purchases $2K–$30K; sales —	2	0	$2.0K to $30.0K net accumulation≈	2015-04-10
NET BUY	FVD	First Trust Vl Dividend	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2016-09-20
NET BUY	MBLY	As filed: Mobileye N.V. Ordinary shares (MBlY)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2014-08-21
NET BUY	SDLP	As filed: seadrill Partners llC Common units Representing limited liability Company Interests (sDlP)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2014-02-21
NET BUY	SPY	As filed: sPDR s&P 500 (sPY)	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2016-09-20
NET BUY	VOT	Vanguard Mid-Cap Growth ETF - DNQ	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2016-09-20
± net range spans zero	INF	Brookfield Global listed Infrastructure Income Fund Closed End Fund	Purchases $3K–$45K; sales $1K–$15K	3	1	−$12.0K to $44.0K≈	2014-09-10
± net range spans zero	BPAQF	As filed: BP PlC Ordinary shares (BPaQF)	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2014-07-30
± net range spans zero	BTO	John Hancock Financial Opportunities Fund	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2016-09-19
± net range spans zero	MCHP	Microchip Technology Incorporated	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2016-09-19
± net range spans zero	PETM	Petsmart, Inc	Purchases $2K–$30K; sales $1K–$15K	2	1	−$13.0K to $29.0K≈	2015-01-27
FLAT the net range spans zero	AA	As filed: alcoa Inc. (aa)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-05-08
FLAT the net range spans zero	BA	As filed: Boeing Company (Ba)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-02-12
FLAT the net range spans zero	BAC	As filed: Bank of america Corporation (BaC)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-05-08
FLAT the net range spans zero	BAX	As filed: Baxter International Inc. (BaX)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-10-15
FLAT the net range spans zero	BGLYX	Brookfield Global Listed Infrastructure Fund	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-09-10
FLAT the net range spans zero	CBOE	Cboe Global Markets, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2021-12-17
FLAT the net range spans zero	CGO	Calamos Global Total Return Fund	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-10-15
FLAT the net range spans zero	CMLP	As filed: Crestwood Midstream Partners lP (CMlP)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-07-30
FLAT the net range spans zero	DD	E.I. du Pont de Nemours and Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-07-30
FLAT the net range spans zero	DIS	As filed: Walt Disney Company (DIs)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-02-12
FLAT the net range spans zero	DLPH	As filed: Delphi automotive plc Ordinary shares (DlPH)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-07-29
FLAT the net range spans zero	DOOR	As filed: Masonite International Corporation Ordinary shares (DOOR)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-02-12
FLAT the net range spans zero	EMC	EMC Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-10-30
FLAT the net range spans zero	FDX	FedEx Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-01-13
FLAT the net range spans zero	FR	First Industrial Realty Trust, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-04-10
FLAT the net range spans zero	GD	General Dynamics Corporation	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-06-02
FLAT the net range spans zero	GLW	As filed: Corning Incorporated (GlW)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-05-11
FLAT the net range spans zero	GPC	Genuine Parts Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-07-29
FLAT the net range spans zero	GRX	The Gabelli Healthcare & Wellness Trust Common shares of Beneficial Interest	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	HON	Honeywell International Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	HR	Healthcare Realty Trust Incorporated	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-05-11
FLAT the net range spans zero	IR	Ingersoll-Rand plc	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	JPM	JP Morgan Chase & Co.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	KKR	KKR & Co. l.P. Common units Representing limited Partnership Interest	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-04-28
FLAT the net range spans zero	KSS	As filed: Kohl's Corporation (Kss)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-04-06
FLAT the net range spans zero	LLY	As filed: Eli lilly and Company (llY)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
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≈	2016-09-19
FLAT the net range spans zero	MA	As filed: Mastercard Incorporated (Ma)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	MSFT	As filed: Microsoft Corporation (MsFT)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	MTW	Manitowoc Company, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-10-02
FLAT the net range spans zero	NKE	Nike, Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-05-20
FLAT the net range spans zero	PYPL	As filed: PayPal Holdings, Inc. (PYPl)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-09-03
FLAT the net range spans zero	QCOM	QualCOMM Incorporated	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-02-05
FLAT the net range spans zero	SBUX	As filed: starbucks Corporation (sBuX)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	SDRL	As filed: seadrill limited Ordinary shares (sDRl)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2014-07-30
FLAT the net range spans zero	SKX	As filed: skechers u.s.a., Inc. (sKX)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	TXT	Textron Inc.	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	UL	As filed: unilever PlC (ul)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
FLAT the net range spans zero	WBA	As filed: Walgreens Boots alliance, Inc. (WBa)	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2015-12-09
FLAT the net range spans zero	WY	Weyerhaeuser Company	Purchases $1K–$15K; sales $1K–$15K	1	1	−$14.0K to $14.0K≈	2016-09-19
NET SELL	CTY	Qwest Corporation 6.125% Notes due 2053	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-01-15
NET SELL	DOW	Dow Chemical Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-12-09
NET SELL	EEP	Enbridge Energy, l.P. Class a Common units	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-02-21
NET SELL	MMM	3M Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-06-16
NET SELL	TEX	Terex Corporation	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2014-07-30
NET SELL	UPS	As filed: united Parcel service, Inc. (uPs)	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2015-04-10
NET SELL	WFC	Wells Fargo & Company	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2016-09-19
± net range spans zero	HQL	As filed: Teklalife sciences Investors (HQl)	Purchases $4K–$60K; sales $2K–$30K	4	2	−$26.0K to $58.0K≈	2016-09-19
± net range spans zero	AAPL	As filed: apple Inc. (aaPl)	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2016-09-19
± net range spans zero	GLD	As filed: SPDR Gold Trust (GLD) [OT] · type code OT: Other	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2020-08-25
± net range spans zero	MYL	As filed: Mylan N.V. (MYl)	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2016-09-19
± net range spans zero	AMGN	As filed: amgen Inc. (aMGN)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-05-11
± net range spans zero	GILD	As filed: Gilead sciences, Inc. (GIlD)	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-05-20
± net range spans zero	IBM	International Business Machines Corporation	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-09-19
± net range spans zero	INTC	Intel Corporation	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-05-13
± net range spans zero	JDD	Nuveen Diversified Dividend and Income Fund shares of Beneficial Interest	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2015-09-15
± net range spans zero	V	Visa Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2016-09-19
NET SELL	DE	Deere & Company	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2014-06-27
NET SELL	PEP	Pepsico, Inc.	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-09-19
NET SELL	PFE	Pfizer, Inc.	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2016-09-19
NET SELL	SYK	As filed: stryker Corporation (sYK)	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2015-05-28
NET SELL	WMB	Williams Companies, Inc.	Purchases —; sales $2K–$30K	0	2	−$30.0K to −$2.0K net disposal≈	2014-07-30
± net range spans zero	UTX	As filed: united Technologies Corporation (uTX)	Purchases $2K–$30K; sales $3K–$45K	2	3	−$43.0K to $27.0K≈	2016-09-19
± net range spans zero	AXP	As filed: american Express Company (aXP)	Purchases $1K–$15K; sales $4K–$60K	1	4	−$59.0K to $11.0K≈	2016-01-13
± net range spans zero	HD	Home Depot, Inc.	Purchases $1K–$15K; sales $4K–$60K	1	4	−$59.0K to $11.0K≈	2016-05-20

1–20 of 77 tickers

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS

median days between trade date and filing date, over rows that disclose both: +20dfaster than chamber — median +28d
machine-readable transaction rows per distinct source filing: 5.1above median — median 3.2
rows whose disclosed bracket tops out at $15,000: 100%small-lot profile — median 69%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars: 47%≈ chamber — median 47%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 0%family accounts — median 97%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 35 · transactions: 175 · 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: +20d · rows filed past the STOCK Act's 45-day window: 9

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	64	$64K–$960K
Finance, Insurance, and Real Estate	28	$28K–$420K
Services	12	$12K–$180K
Retail Trade	9	$9K–$135K
Transportation, Communications, Electric, Gas, and Sanitary Services	5	$5K–$75K
Mining	2	$2K–$30K
Wholesale Trade	2	$2K–$30K
ticker not resolved to an issuer coverage	39	$39K–$585K
issuer has no SIC on record coverage	14	$14K–$210K

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

175 rows · filed date desc · as of 2026-10-01 13:54 UTC

All disclosed transactions for Raúl M. Grijalva
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	Traded → Filed	Source
SELL	CBOE	Cboe Global Markets, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2021-12-17 → Filed 2021-12-20 +3d	PTR ↗
BUY	CBOE	Cboe Global Markets, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2021-11-24 → Filed 2021-12-15 +21d	PTR ↗
SELL	GLD	As filed: SPDR Gold Trust (GLD) [OT]	SP (spouse-owned)	$1K–$15K	Traded 2020-08-25 → Filed 2021-07-22 LATE·331d	PTR ↗
BUY	GLD	As filed: SPDR Gold Trust (GLD) [OT]	SP (spouse-owned)	$1K–$15K	Traded 2020-05-14 → Filed 2021-07-22 LATE·434d	PTR ↗
SELL	GLD	As filed: SPDR Gold Trust (GlD) [ST]	SP (spouse-owned)	$1K–$15K	Traded 2020-08-25 → Filed 2021-07-14 LATE·323d	PTR ↗
BUY	GLD	As filed: SPDR Gold Trust (GlD) [ST]	SP (spouse-owned)	$1K–$15K	Traded 2020-05-14 → Filed 2021-07-14 LATE·426d	PTR ↗
BUY	VOT	Vanguard Mid-Cap Growth ETF - DNQ	SP (spouse-owned)	$1K–$15K	Traded 2016-09-20 → Filed 2016-10-05 +15d	PTR ↗
BUY	FVD	First Trust Vl Dividend	SP (spouse-owned)	$1K–$15K	Traded 2016-09-20 → Filed 2016-10-05 +15d	PTR ↗
BUY	SPY	As filed: sPDR s&P 500 (sPY)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-20 → Filed 2016-10-05 +15d	PTR ↗
SELL	AAPL	As filed: apple Inc. (aaPl)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	PEP	Pepsico, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	PFE	Pfizer, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	HQL	As filed: Teklalife sciences Investors (HQl)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	TXT	Textron Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	LLY	As filed: Eli lilly and Company (llY)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	IBM	International Business Machines Corporation	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	UL	As filed: unilever PlC (ul)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	V	Visa Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	WFC	Wells Fargo & Company	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	UTX	As filed: united Technologies Corporation (uTX)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	JPM	JP Morgan Chase & Co.	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	IR	Ingersoll-Rand plc	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	MA	As filed: Mastercard Incorporated (Ma)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	MSFT	As filed: Microsoft Corporation (MsFT)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	BTO	John Hancock Financial Opportunities Fund	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	SBUX	As filed: starbucks Corporation (sBuX)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	GRX	The Gabelli Healthcare & Wellness Trust Common shares of Beneficial Interest	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	MCHP	Microchip Technology Incorporated	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	WY	Weyerhaeuser Company	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	MYL	As filed: Mylan N.V. (MYl)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	LYB	As filed: lyondellBasell Industries NV Ordinary shares Class a (lYB)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	HON	Honeywell International Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
SELL	SKX	As filed: skechers u.s.a., Inc. (sKX)	SP (spouse-owned)	$1K–$15K	Traded 2016-09-19 → Filed 2016-09-28 +9d	PTR ↗
BUY	OGLYX	As filed: oppenheimer GLoBaL (oGLYX)	SP (spouse-owned)	$1K–$15K	Traded 2015-04-10 → Filed 2016-07-13 LATE·460d	PTR ↗
BUY	IBM	International Business Machines Corporation	SP (spouse-owned)	$1K–$15K	Traded 2016-05-20 → Filed 2016-06-09 +20d	PTR ↗
SELL	V	Visa Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-05-20 → Filed 2016-06-09 +20d	PTR ↗
SELL	GILD	As filed: Gilead sciences, Inc. (GIlD)	SP (spouse-owned)	$1K–$15K	Traded 2016-05-20 → Filed 2016-06-09 +20d	PTR ↗
SELL	HD	Home Depot, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-05-20 → Filed 2016-06-09 +20d	PTR ↗
BUY	UTX	As filed: united Technologies Corporation (uTX)	SP (spouse-owned)	$1K–$15K	Traded 2016-05-20 → Filed 2016-06-09 +20d	PTR ↗
SELL	NKE	Nike, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-05-20 → Filed 2016-06-09 +20d	PTR ↗
BUY	LYB	As filed: lyondellBasell Industries NV Ordinary shares Class a (lYB)	SP (spouse-owned)	$1K–$15K	Traded 2016-04-06 → Filed 2016-05-04 +28d	PTR ↗
SELL	HD	Home Depot, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-04-06 → Filed 2016-05-04 +28d	PTR ↗
BUY	IR	Ingersoll-Rand plc	SP (spouse-owned)	$1K–$15K	Traded 2016-04-06 → Filed 2016-05-04 +28d	PTR ↗
BUY	TXT	Textron Inc.	SP (spouse-owned)	$1K–$15K	Traded 2016-04-06 → Filed 2016-05-04 +28d	PTR ↗
SELL	KSS	As filed: Kohl's Corporation (Kss)	SP (spouse-owned)	$1K–$15K	Traded 2016-04-06 → Filed 2016-05-04 +28d	PTR ↗
SELL	DIS	As filed: Walt Disney Company (DIs)	SP (spouse-owned)	$1K–$15K	Traded 2016-02-12 → Filed 2016-03-03 +20d	PTR ↗
SELL	BA	As filed: Boeing Company (Ba)	SP (spouse-owned)	$1K–$15K	Traded 2016-02-12 → Filed 2016-03-03 +20d	PTR ↗
SELL	DOOR	As filed: Masonite International Corporation Ordinary shares (DOOR)	SP (spouse-owned)	$1K–$15K	Traded 2016-02-12 → Filed 2016-03-03 +20d	PTR ↗
BUY	HQL	As filed: Teklalife sciences Investors (HQl)	SP (spouse-owned)	$1K–$15K	Traded 2016-02-12 → Filed 2016-03-03 +20d	PTR ↗
BUY	UL	As filed: unilever PlC (ul)	SP (spouse-owned)	$1K–$15K	Traded 2016-02-12 → Filed 2016-03-03 +20d	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
2021-12-20	1	PTR ↗
2021-12-15	1	PTR ↗
2021-07-22	2	PTR ↗
2021-07-14	2	PTR ↗
2016-10-05	3	PTR ↗
2016-09-28	24	PTR ↗
2016-07-13	1	PTR ↗
2016-06-09	6	PTR ↗
2016-05-04	5	PTR ↗
2016-03-03	6	PTR ↗
2016-02-08	5	PTR ↗
2016-01-04	4	PTR ↗
2015-11-02	4	PTR ↗
2015-10-05	5	PTR ↗
2015-09-03	3	PTR ↗
2015-08-13	9	PTR ↗
2015-07-06	1	PTR ↗
2015-06-25	3	PTR ↗
2015-06-10	12	PTR ↗
2015-05-14	7	PTR ↗
2015-05-14	1	PTR ↗
2015-03-02	3	PTR ↗
2015-02-02	8	PTR ↗
2014-11-12	3	PTR ↗
2014-10-06	4	PTR ↗
2014-09-03	3	PTR ↗
2014-08-07	13	PTR ↗
2014-08-07	1	PTR ↗
2014-07-09	16	PTR ↗
2014-07-09	2	PTR ↗
2014-07-01	2	PTR ↗
2014-06-11	5	PTR ↗
2014-03-03	3	PTR ↗
2014-02-05	7	PTR ↗

1–12 of 34 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
2014-05-08	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 · 122 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

175 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.