Rubén Hinojosa

Democrat — D–TX-15 · U.S. House · serving since 1997 · member ID H000636
Disclosures
179
18 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
68
across every disclosed row
Late filings
34
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: 2016-09-09 — 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 Rubén Hinojosa
NetTickerThe 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 zeroBuysSellsnet 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 BUYNFLXNetflix, Inc.Purchases $4K–$60K; sales —40$4.0K to $60.0K net accumulation2015-08-25
NET BUYOLCBAs filed: Ohio Legacy Corporation (OLCb)Purchases $3K–$45K; sales —30$3.0K to $45.0K net accumulation≈2016-09-09
NET BUYTSNTyson Foods, Inc.Purchases $3K–$45K; sales —30$3.0K to $45.0K net accumulation≈2016-07-07
NET BUYGEAs filed: general Electric Company (gE)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2015-12-23
NET BUYLLYAs filed: Eli lilly and Company (llY)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2015-12-23
NET BUYHELEHelen of Troy LimitedPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-07-07
NET BUYPEPPepsico, Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-07-06
NET BUYSBUXAs filed: Starbucks Corporation (SbuX)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-12-23
NET BUYSIMOSilicon Motion Technology Corporation - american Depositary Shares, each representing four ordinary sharesPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-07-19
NET BUYVVisa Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-12-23
± net range spans zeroDLXDeluxe CorporationPurchases $3K–$45K; sales $1K–$15K31−$12.0K to $44.0K≈2016-09-09
FLAT the net range spans zeroBIDUAs filed: baidu, Inc. - american Depositary Shares, each representing one tenth Class a ordinary share (bIDU)Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2015-08-21
FLAT the net range spans zeroKLACAs filed: KLa-Tencor Corporation (KLaC)Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2016-09-06
FLAT the net range spans zeroPRUAs filed: Prudential Financial, Inc. (PRu)Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2014-03-04
FLAT the net range spans zeroSYKStryker CorporationPurchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2015-08-21
± net range spans zeroSCTYSolarCity CorporationPurchases $15K–$50K; sales $2K–$30K12−$15.0K to $48.0K≈2016-06-13
NET SELLASHRAs filed: Deutsche X-Trackers Harvest CSI 300 China a-Shares ETF (aSHR)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLAXPAs filed: american Express Company (aXP)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLBUNTAs filed: Db 3x german bund Futures Exchange Traded Notes due March 31, 2021 (bUNT)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-07-27
NET SELLCSCOAs filed: Cisco systems, Inc. (CsCO)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-01-24
NET SELLDDE.I. du Pont de Nemours and CompanyPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2013-09-20
NET SELLDORMDorman Products, Inc.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2013-03-07
NET SELLERIEErie Indemnity Company - Class aPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-05-05
NET SELLFFGAs filed: FBl Financial group, Inc. (FFg)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-03-04
NET SELLGOOGLAs filed: google Inc. - Class a (gOOgL)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-07-27
NET SELLIHEiShares U.S. Pharmaceutical ETFPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-07-27
NET SELLNGSAs filed: Natural gas Services group, Inc. (NgS)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLRSCOSPDR Russell Small Cap Completeness ETFPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLSISiemens ag american Depositary SharesPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2013-09-20
NET SELLSLYSPDR S&P 600 Small Cap ETFPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLTMToyota Motor CorporationPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-01-24
NET SELLTTFSTrimTabs Float Shrink ETFPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-07-27
NET SELLVUGAs filed: Vanguard growth ETF - DNQ (VUg)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLVXFVanguard Extended Market ETF - DNQPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-08-21
NET SELLXOMExxon Mobil CorporationPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2013-12-31
± net range spans zeroAFSIAs filed: amTrust Financial Services, Inc. (aFSI)Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K≈2015-07-27
± net range spans zeroBACAs filed: Bank of america Corporation (BaC)Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K≈2014-03-05
± net range spans zeroHBIHanesbrands Inc.Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K≈2014-02-27
± net range spans zeroREXREX american Resources CorporationPurchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K≈2015-08-21
± net range spans zeroTSEMTower Semiconductor Ltd.Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K≈2016-08-29
± net range spans zeroDNOAs filed: united States Short Oil Fund (dNO)Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K≈2016-03-31
± net range spans zeroDTODb Crude Oil Double Short ETN due June 1, 2038Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K≈2016-06-21
± net range spans zeroSPHQPowerShares S&P 500 High Quality PortfolioPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K≈2015-08-21
± net range spans zeroYCSProShares UltraShort Yen NewPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K≈2015-08-21
NET SELLBAAs filed: Boeing Company (Ba)Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2013-09-20
NET SELLFPXFirst Trust IPOX-100 Index FundPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2015-08-21
NET SELLGMAs filed: general Motors Company (gM)Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2014-05-12
NET SELLIJRiShares Core S&P Small-Cap ETFPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2015-08-21
NET SELLMMM3M CompanyPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2015-01-28
NET SELLUHALAs filed: amerco (uHal)Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2013-12-31
NET SELLUSMViShares MSCI USa Minimum Volatility ETFPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2015-08-21
NET SELLVOOVanguard S&P 500 ETFPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2015-08-21
± net range spans zeroDWTIAs filed: VelocityShares 3X Inverse Crude ETN linked to the S&P gSCI Crude Oil Index Excess Return (dWTI)Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K≈2016-01-11
± net range spans zeroFXPProShares Ultrashort FTSE China 50Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K≈2016-07-01
NET SELLAOSAs filed: a.O. Smith Corporation (aOS)Purchases —; sales $3K–$45K03−$45.0K to −$3.0K net disposal≈2015-07-27
± net range spans zeroYRDYirendai Ltd. american Depositary Shares, each representing two ordinary sharesPurchases $1K–$15K; sales $15K–$50K11−$49.0K to $0≈2016-07-29
± net range spans zeroDISAs filed: Walt disney Company (dIS)Purchases $2K–$30K; sales $4K–$60K24−$58.0K to $26.0K≈2015-12-23
± net range spans zeroCMICummins Inc.Purchases $1K–$15K; sales $4K–$60K14−$59.0K to $11.0K≈2015-08-21
NET SELLGMCRAs filed: green Mountain Coffee Roasters, Inc. (gMCR)Purchases —; sales $4K–$60K04−$60.0K to −$4.0K net disposal≈2014-02-27
NET SELLAMZNAs filed: amazon.com, Inc. (aMZN)Purchases $1K–$15K; sales $16K–$65K12−$64.0K to −$1.0K net disposal≈2015-07-27
± net range spans zeroGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)Purchases $6K–$90K; sales $5K–$75K65−$69.0K to $85.0K≈2015-12-23
NET SELLRRTSRoadrunner Transportation Systems, IncPurchases —; sales $5K–$75K05−$75.0K to −$5.0K net disposal≈2014-06-16
NET SELLSUNSunoco LP Common Units representing limited partner interestsPurchases —; sales $5K–$75K05−$75.0K to −$5.0K net disposal≈2015-07-27
± net range spans zeroBIIBAs filed: biogen Inc. (bIIb)Purchases $4K–$60K; sales $6K–$90K46−$86.0K to $54.0K≈2015-08-21
NET SELLMCDMcDonald's CorporationPurchases —; sales $31K–$115K03−$115K to −$31.0K net disposal≈2014-03-11
NET SELLSIXAs filed: six Flags Entertainment Corporation New (sIX)Purchases —; sales $31K–$115K03−$115K to −$31.0K net disposal≈2014-02-19
± net range spans zeroPCLNAs filed: priceline.com Incorporated (PClN)Purchases $16K–$65K; sales $45K–$150K23−$134K to $20.0K≈2014-02-27
NET SELLSUSPAs filed: susser Petroleum Partners lP Common units representing limited partner interests (susP)Purchases —; sales $21K–$140K07−$140K to −$21.0K net disposal≈2014-03-05

1–20 of 68 tickers

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS
median days between trade date and filing date, over rows that disclose both
+11dfaster than chamber — median +28d
machine-readable transaction rows per distinct source filing
9.9far above median — median 3.2
rows whose disclosed bracket tops out at $15,000
92%small-lot profile — median 69%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars
34%below median — 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: 18 · transactions: 179 · 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: +11d · rows filed past the STOCK Act's 45-day window: 34

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
SectorTradesFlow range
Manufacturing61$61K–$915K
Services27$27K–$405K
Finance, Insurance, and Real Estate13$27K–$230K
Retail Trade7$49K–$210K
Mining1$1K–$15K
ticker not resolved to an issuer coverage70$210K–$1.4M
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

179 rows · filed date desc · as of 2026-10-01 13:54 UTC
All disclosed transactions for Rubén Hinojosa
KindTickerThe 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 ↗RangeAmount rangeTraded → FiledSource
BUYOLCBAs filed: Ohio Legacy Corporation (OLCb)DC (dependent-child-owned)$1K–$15KTraded → Filed +14d
BUYDLXDeluxe CorporationDC (dependent-child-owned)$1K–$15KTraded → Filed +14d
BUYOLCBAs filed: Ohio Legacy Corporation (OLCb)SP (spouse-owned)$1K–$15KTraded → Filed +14d
BUYDLXDeluxe CorporationSP (spouse-owned)$1K–$15KTraded → Filed +17d
SELLKLACAs filed: KLa-Tencor Corporation (KLaC)DC (dependent-child-owned)$1K–$15KTraded → Filed +17d
BUYDLXDeluxe CorporationDC (dependent-child-owned)$1K–$15KTraded → Filed +17d
BUYOLCBAs filed: Ohio Legacy Corporation (OLCb)DC (dependent-child-owned)$1K–$15KTraded → Filed +17d
SELLTSEMTower Semiconductor Ltd.SP (spouse-owned)$1K–$15KTraded → Filed +25d
SELLYRDYirendai Ltd. american Depositary Shares, each representing two ordinary sharesSP (spouse-owned)$15K–$50KTraded → Filed LATE·56d
BUYSIMOSilicon Motion Technology Corporation - american Depositary Shares, each representing four ordinary sharesDC (dependent-child-owned)$1K–$15KTraded → Filed LATE·66d
BUYKLACAs filed: KLa-Tencor Corporation (KLaC)DC (dependent-child-owned)$1K–$15KTraded → Filed LATE·66d
BUYTSNTyson Foods, Inc.SP (spouse-owned)$1K–$15KTraded → Filed +4d
BUYHELEHelen of Troy LimitedSP (spouse-owned)$1K–$15KTraded → Filed +4d
BUYTSNTyson Foods, Inc.DC (dependent-child-owned)$1K–$15KTraded → Filed +4d
BUYTSNTyson Foods, Inc.DC (dependent-child-owned)$1K–$15KTraded → Filed +4d
BUYPEPPepsico, Inc.SP (spouse-owned)$1K–$15KTraded → Filed +5d
SELLFXPProShares Ultrashort FTSE China 50SP (spouse-owned)$1K–$15KTraded → Filed +10d
SELLDTODb Crude Oil Double Short ETN due June 1, 2038SP (spouse-owned)$1K–$15KTraded → Filed +20d
SELLTSEMTower Semiconductor ltd.SP (spouse-owned)$1K–$15KTraded → Filed +2d
BUYYRDAs filed: Yirendai ltd. american depositary Shares, each representing two ordinary shares (YRd)SP (spouse-owned)$1K–$15KTraded → Filed +2d
SELLSCTYSolarCity CorporationSP (spouse-owned)$1K–$15KTraded → Filed +2d
SELLSCTYSolarCity CorporationSP (spouse-owned)$1K–$15KTraded → Filed +13d
SELLFXPProShares ultrashort FTSE China 50SP (spouse-owned)$1K–$15KTraded → Filed +13d
SELLDNOAs filed: united States Short Oil Fund (dNO)SP (spouse-owned)$1K–$15KTraded → Filed LATE·76d
SELLDTOAs filed: db Crude Oil double Short ETN due June 1, 2038 (dTO)SP (spouse-owned)$1K–$15KTraded → Filed LATE·78d
SELLDNOAs filed: united States Short Oil Fund (dNO)SP (spouse-owned)$1K–$15KTraded → Filed LATE·85d
SELLFXPProShares ultrashort FTSE China 50SP (spouse-owned)$1K–$15KTraded → Filed LATE·89d
BUYDNOAs filed: united States Short Oil Fund (dNO)SP (spouse-owned)$1K–$15KTraded → Filed LATE·51d
BUYDTOAs filed: db Crude Oil double Short ETN due June 1, 2038 (dTO)SP (spouse-owned)$1K–$15KTraded → Filed LATE·51d
BUYFXPProShares ultrashort FTSE China 50SP (spouse-owned)$1K–$15KTraded → Filed LATE·52d
SELLDWTIAs filed: VelocityShares 3X Inverse Crude ETN linked to the S&P gSCI Crude Oil Index Excess Return (dWTI)SP (spouse-owned)$15K–$50KTraded → Filed LATE·52d
BUYGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYTSEMTower Semiconductor ltd.SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYTSEMTower Semiconductor ltd.SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYLLYAs filed: Eli lilly and Company (llY)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYLLYAs filed: Eli lilly and Company (llY)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYVVisa Inc.SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYSBUXAs filed: Starbucks Corporation (SbuX)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYGEAs filed: general Electric Company (gE)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYGEAs filed: general Electric Company (gE)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYDWTIAs filed: VelocityShares 3X Inverse Crude ETN linked to the S&P gSCI Crude Oil Index Excess Return (dWTI)SP (spouse-owned)$15K–$50KTraded → Filed LATE·71d
BUYDISAs filed: Walt disney Company (dIS)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYDISAs filed: Walt disney Company (dIS)SP (spouse-owned)$1K–$15KTraded → Filed LATE·71d
BUYSCTYSolarCity CorporationSP (spouse-owned)$15K–$50KTraded → Filed LATE·71d
SELLGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)DC (dependent-child-owned)$1K–$15KTraded → Filed +3d
SELLGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)DC (dependent-child-owned)$1K–$15KTraded → Filed +3d
SELLGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)SP (spouse-owned)$1K–$15KTraded → Filed +3d
SELLGOOGAs filed: alphabet Inc. - Class C Capital Stock (gOOg)SP (spouse-owned)$1K–$15KTraded → Filed +3d
BUYNFLXNetflix, Inc.SP (spouse-owned)$1K–$15KTraded → Filed +6d
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 179 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2016-09-2311
2016-07-117
2016-06-159
2016-03-0318
2015-11-304
2015-08-3136
2015-07-274
2015-07-2714
2015-06-242
2015-04-153
2015-02-065
2014-07-123
2014-06-132
2014-04-236
2014-04-0711
2014-03-0313
2014-02-0417
2014-01-0714

1–12 of 18 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.

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 · 109 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.

179 reported transactions

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

Published 2026-10-01

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

Annual holdings are not in this view

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