90 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 $4K–$60K, sales $4K–$60K; 25Q2: purchases $1K–$15K, sales $1K–$15K; 25Q3: no purchases, no sales; 25Q4: purchases $3K–$45K, sales $3K–$45K; 26Q1: purchases $3K–$45K, sales $3K–$45K; 26Q2: purchases $4K–$60K, sales $5K–$75K; 26Q3: purchases $2K–$30K, sales $2K–$30K; 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 | AEP | American Electric Power Company, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation | 2025-10-06 |
| NET BUY | APH | Amphenol Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-07-08 |
| NET BUY | CARR | Carrier Global Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-04-07 |
| NET BUY | CASY | Caseys General Stores, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-04-07 |
| NET BUY | COST | Costco Wholesale Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-31 |
| NET BUY | CTAS | Cintas Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-01-07 |
| NET BUY | DRI | Darden Restaurants, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-01-07 |
| NET BUY | FDX | FedEx Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-04-04 |
| NET BUY | GOOGL | Alphabet Inc. - Class A | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-01-07 |
| NET BUY | GS | Goldman Sachs Group, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-07-02 |
| NET BUY | MA | Mastercard Incorporated | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-07-05 |
| NET BUY | MCK | McKesson Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-07-08 |
| NET BUY | META | Meta Platforms, Inc. - Class A | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-01-07 |
| NET BUY | MMC | Marsh & McLennan Companies, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-01-06 |
| NET BUY | MRK | Merck & Company, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-07 |
| NET BUY | MSI | Motorola Solutions, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-07-05 |
| NET BUY | SYK | Stryker Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-01-06 |
| NET BUY | TGT | Target Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-05 |
| NET BUY | WAB | Westinghouse Air Brake Technologies Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-04-07 |
| NET BUY | WMT | Walmart Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-10-06 |
| ± net range spans zero | ESS | Essex Property Trust, Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2026-01-07 |
| ± net range spans zero | MDLZ | Mondelez International, Inc. - Class A | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2026-01-07 |
| FLAT the net range spans zero | AXP | American Express Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-04-07 |
| FLAT the net range spans zero | BMY | Bristol-Myers Squibb Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-09 |
| FLAT the net range spans zero | BR | Broadridge Financial Solutions, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-04-07 |
| FLAT the net range spans zero | CL | Colgate-Palmolive Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-10-06 |
| FLAT the net range spans zero | ELV | Elevance Health, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-07-05 |
| FLAT the net range spans zero | EOG | EOG Resources, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-07-01 |
| FLAT the net range spans zero | GD | General Dynamics Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-01-07 |
| FLAT the net range spans zero | HSY | The Hershey Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-09 |
| FLAT the net range spans zero | NEE | NextEra Energy, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-04-07 |
| FLAT the net range spans zero | ODFL | Old Dominion Freight Line, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-10-06 |
| FLAT the net range spans zero | PAYX | Paychex, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-04-07 |
| FLAT the net range spans zero | PXD | Pioneer Natural Resources Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-07-01 |
| FLAT the net range spans zero | SPGI | S&P Global Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-07-08 |
| FLAT the net range spans zero | TJX | TJX Companies, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-07-01 |
| FLAT the net range spans zero | UNH | UnitedHealth Group Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-01-07 |
| FLAT the net range spans zero | UNP | Union Pacific Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-03-31 |
| FLAT the net range spans zero | VRSK | Verisk Analytics, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-01-07 |
| FLAT the net range spans zero | WM | Waste Management, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2026-01-07 |
| FLAT the net range spans zero | ZTS | Zoetis Inc. Class A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-10-06 |
| NET SELL | ADI | Analog Devices, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-07-05 |
| NET SELL | AVB | AvalonBay Communities, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-07-06 |
| NET SELL | AWK | American Water Works Company, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-04-07 |
| NET SELL | BAH | Booz Allen Hamilton Holding Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-01-07 |
| NET SELL | BBY | Best Buy Co., Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| NET SELL | BLK | BlackRock, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-01-06 |
| NET SELL | CMCSA | Comcast Corporation - Class A | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-01-07 |
| NET SELL | CVS | CVS Health Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-07-01 |
| NET SELL | FAST | Fastenal Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-06 |
| NET SELL | HIG | Hartford Financial Services Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-07-02 |
| NET SELL | INTC | Intel Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-01-07 |
| NET SELL | KR | Kroger Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-07-01 |
| NET SELL | PNC | PNC Financial Services Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-07-05 |
| NET SELL | SNDA | Sonida Senior Living, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-04-07 |
| NET SELL | SRE | DBA Sempra | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-07-01 |
| NET SELL | TOTZF | Total Energy Services Inc. Ordinary Share Trust Unit | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-07-01 |
| NET SELL | TXN | Texas Instruments Incorporated | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-07-07 |
| NET SELL | UPS | United Parcel Service, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-04-04 |
| ± net range spans zero | ABT | Abbott Laboratories | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2026-07-08 |
| ± net range spans zero | ALL | Allstate Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-07-05 |
1–20 of 61 tickers
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 15 · transactions: 90 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $27K–$405K · median days between trade date and filing date, over rows that disclose both: +12d · rows filed past the STOCK Act's 45-day window: 33
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 | 26 | $26K–$390K |
| Finance, Insurance, and Real Estate | 16 | $16K–$240K |
| Services | 14 | $14K–$210K |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 14 | $14K–$210K |
| Retail Trade | 11 | $11K–$165K |
| Mining | 2 | $2K–$30K |
| Wholesale Trade | 1 | $1K–$15K |
| ticker not resolved to an issuer coverage | 5 | $5K–$75K |
| no ticker disclosed coverage | 1 | $1K–$15K |
| 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 | SPGI | S&P Global Inc. | — | $1K–$15K | Traded → Filed +4d | ||
| SELL | ABT | Abbott Laboratories | — | $1K–$15K | Traded → Filed +4d | ||
| BUY | MCK | McKesson Corporation | — | $1K–$15K | Traded → Filed +4d | ||
| BUY | APH | Amphenol Corporation | — | $1K–$15K | Traded → Filed +4d | ||
| BUY | CASY | Caseys General Stores, Inc. | — | $1K–$15K | Traded → Filed +8d | ||
| SELL | AWK | American Water Works Company, Inc. | — | $1K–$15K | Traded → Filed +8d | ||
| BUY | WAB | Westinghouse Air Brake Technologies Corporation | — | $1K–$15K | Traded → Filed +8d | ||
| SELL | PAYX | Paychex, Inc. | — | $1K–$15K | Traded → Filed +8d | ||
| BUY | NEE | NextEra Energy, Inc. | — | $1K–$15K | Traded → Filed +8d | ||
| SELL | AXP | American Express Company | — | $1K–$15K | Traded → Filed +8d | ||
| SELL | SNDA | Sonida Senior Living, Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +8d | ||
| SELL | BR | Broadridge Financial Solutions, Inc. | — | $1K–$15K | Traded → Filed +8d | ||
| BUY | CARR | Carrier Global Corporation | — | $1K–$15K | Traded → Filed +8d | ||
| EXCHANGE | — | As filed: CNL Healthcare Properties Inc (widely held) [OT] | JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +15d | |
| EXCHANGE | SNDA | Sonida Senior Living, Inc. | JT (jointly owned) | $1K–$15K | Traded → Filed +15d | ||
| SELL | ESS | Essex Property Trust, Inc. | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | MDLZ | Mondelez International, Inc. - Class A | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | VRSK | Verisk Analytics, Inc. | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | WM | Waste Management, Inc. | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | META | Meta Platforms, Inc. - Class A | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | DRI | Darden Restaurants, Inc. | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | WMT | Walmart Inc. | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | CL | Colgate-Palmolive Company | — | $1K–$15K | Traded → Filed +10d | ||
| BUY | ABT | Abbott Laboratories | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | ZTS | Zoetis Inc. Class A | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | ODFL | Old Dominion Freight Line, Inc. | — | $1K–$15K | Traded → Filed +10d | ||
| BUY | AEP | American Electric Power Company, Inc. | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | NEE | NextEra Energy, Inc. | — | $1K–$15K | Traded → Filed +6d | ||
| BUY | AXP | American Express Company | — | $1K–$15K | Traded → Filed +6d | ||
| SELL | CMCSA | Comcast Corporation - Class A | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | BAH | Booz Allen Hamilton Holding Corporation | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | GD | General Dynamics Corporation | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | BR | Broadridge Financial Solutions, Inc. | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | GOOGL | Alphabet Inc. - Class A | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | UNH | UnitedHealth Group Incorporated | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | CTAS | Cintas Corporation | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | VRSK | Verisk Analytics, Inc. | — | $1K–$15K | Traded → Filed +7d | ||
| SELL | HIG | Hartford Financial Services Group, Inc. | — | $1K–$15K | Traded → Filed +15d | ||
| BUY | GS | Goldman Sachs Group, Inc. | — | $1K–$15K | Traded → Filed +15d | ||
| BUY | ODFL | Old Dominion Freight Line, Inc. | — | $1K–$15K | Traded → Filed +15d | ||
| SELL | WM | Waste Management, Inc. | — | $1K–$15K | Traded → Filed +15d | ||
| SELL | UPS | United Parcel Service, Inc. | — | $1K–$15K | Traded → Filed +6d | ||
| BUY | FDX | FedEx Corporation | — | $1K–$15K | Traded → Filed +6d | ||
| BUY | CL | Colgate-Palmolive Company | — | $1K–$15K | Traded → Filed +10d | ||
| BUY | ZTS | Zoetis Inc. Class A | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | HSY | The Hershey Company | — | $1K–$15K | Traded → Filed +10d | ||
| SELL | BMY | Bristol-Myers Squibb Company | — | $1K–$15K | Traded → Filed +10d | ||
| BUY | MDLZ | Mondelez International, Inc. - Class A | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | MDLZ | Mondelez International, Inc. - Class A | — | $1K–$15K | Traded → Filed +7d | ||
| BUY | PAYX | Paychex, Inc. | — | $1K–$15K | Traded → Filed +12d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-07-12 | 4 | |
| 2026-04-15 | 11 | |
| 2026-01-14 | 6 | |
| 2025-10-16 | 6 | |
| 2025-04-15 | 2 | |
| 2025-01-14 | 8 | |
| 2024-07-17 | 4 | |
| 2024-04-10 | 2 | |
| 2024-01-19 | 4 | |
| 2023-10-11 | 1 | |
| 2023-10-11 | 1 | |
| 2023-07-17 | 8 | |
| 2023-06-24 | 1 | |
| 2023-05-31 | 4 | |
| 2023-05-26 | 28 |
1–12 of 15 filings
| Ticker | What | Kind | Filed | Size | Src |
|---|---|---|---|---|---|
| MCK | Purchase of McKesson Corporation | first disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-07-12 | $1.0K–$15.0K | |
| APH | Purchase of Amphenol Corporation | first disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-07-12 | $1.0K–$15.0K |
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding. · 2 superseded in the window
PLANNED annual holdings · 13F overlap
| Filed | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-07-12 | SPGI | SELL | $1K–$15K | |
| 2026-07-12 | ABT | SELL | $1K–$15K | |
| 2026-07-12 | MCK | BUY | $1K–$15K | |
| 2026-07-12 | APH | BUY | $1K–$15K |
Serves on: House Committee on Transportation and Infrastructure (Ranking Member)
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-04-07 | AWK | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure | |
| 2026-04-07 | NEE | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure | |
| 2026-01-07 | WM | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure | |
| 2025-10-06 | ODFL | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure | |
| 2025-10-06 | AEP | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure | |
| 2025-04-09 | NEE | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure | |
| 2025-01-07 | CMCSA | Transportation, Communications, Electric, Gas, and Sanitary Services | House Committee on Transportation and Infrastructure |
| 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 |
|---|---|---|---|
| ABT | 2 | $2K–$30K§ | 2026-07 |
| AXP | 2 | $2K–$30K§ | 2026-04 |
| BR | 2 | $2K–$30K§ | 2026-04 |
| NEE | 2 | $2K–$30K§ | 2026-04 |
| SNDA | 2 | $2K–$30K§ | 2026-04 |
| VRSK | 2 | $2K–$30K§ | 2026-01 |
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.