Kelly Loeffler

Republican — R–GA · U.S. Senate · serving since 2020 · member ID L000594

Disclosures: 343; 10 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: 110; across every disclosed row
Late filings: 109; 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: 2020-09-23 — 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 report · 8 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Kelly Loeffler
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	DFS	Discover Financial Services	Purchases $700K–$1.5M; sales $66K–$165K	4	3	$535K to $1.4M net accumulation	2020-04-14
NET BUY	DAL	Delta Air Lines, Inc.	Purchases $300K–$700K; sales $101K–$215K	4	3	$85.0K to $599K net accumulation≈	2020-04-14
NET BUY	CVX	Chevron Corporation	Purchases $450K–$1.1M; sales $132K–$380K	6	5	$70.0K to $918K net accumulation≈	2020-04-07
NET BUY	AFL	Aflac Incorporated	Purchases $65K–$150K; sales $1K–$15K	2	1	$50.0K to $149K net accumulation≈	2020-04-07
NET BUY	DD	DuPont de Nemours, Inc.	Purchases $362K–$930K; sales $117K–$330K	10	4	$32.0K to $813K net accumulation≈	2020-04-14
NET BUY	EMR	Emerson Electric Co.	Purchases $315K–$650K; sales $103K–$295K	3	4	$20.0K to $547K net accumulation≈	2020-04-07
NET BUY	PG	The Procter & Gamble Company	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-04-07
NET BUY	VMC	Vulcan Materials Company	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2020-04-07
NET BUY	ABT	Abbott Laboratories	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-04-07
NET BUY	ETN	Eaton Corporation plc	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-04-07
NET BUY	KO	The Coca-Cola Company	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-04-07
NET BUY	LLY	Eli Lilly and Company	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-04-07
NET BUY	PGR	The Progressive Corporation	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2020-04-07
± net range spans zero	MRK	Merck & Co., Inc.	Purchases $15K–$50K; sales $1K–$15K	1	1	$0 to $49.0K≈	2020-04-07
FLAT the net range spans zero	RTN RTX	Raytheon Company (Exchanged) Raytheon Technologies Corporation (Received)	Purchases —; sales —	0	0	$0≈	2020-04-03
± net range spans zero	AIG	American International Group, Inc.	Purchases $116K–$265K; sales $32K–$130K	4	4	−$14.0K to $233K≈	2020-04-14
± net range spans zero	PANW	Palo Alto Networks, Inc.	Purchases $15K–$50K; sales $2K–$30K	1	2	−$15.0K to $48.0K≈	2020-04-07
± net range spans zero	UL	The Unilever Group	Purchases $15K–$50K; sales $2K–$30K	1	2	−$15.0K to $48.0K≈	2020-04-07
NET SELL	AMAT	Applied Materials, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-04-13
NET SELL	NNVC	NanoViricides, Inc.	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2020-04-07
± net range spans zero	TRV	The Travelers Companies, Inc.	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2020-04-07
± net range spans zero	BABA	Alibaba Group Holding Limited	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2020-04-07
± net range spans zero	CME	CME Group Inc.	Purchases $350K–$800K; sales $165K–$400K	5	3	−$50.0K to $635K≈	2020-04-07
NET SELL	AA	Alcoa Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-13
NET SELL	CTVA	Corteva, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-14
NET SELL	DOW	Dow Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-14
NET SELL	GLNCY	Glencore plc	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-07
NET SELL	MO	Altria Group, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-14
NET SELL	ORLY	O'Reilly Automotive, Inc.	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-02-07
NET SELL	SLB	Schlumberger Limited	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-14
NET SELL	TEX	Terex Corporation	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2020-04-13
± net range spans zero	AMZN	Amazon.com, Inc.	Purchases $30K–$100K; sales $30K–$100K	2	2	−$70.0K to $70.0K≈	2020-02-27
± net range spans zero	BKNG	Booking Holdings Inc.	Purchases $30K–$100K; sales $32K–$130K	2	4	−$100K to $68.0K≈	2020-03-11
NET SELL	FIS	Fidelity National Information Services, Inc.	Purchases $15K–$50K; sales $51K–$115K	1	2	−$100K to −$1.0K net disposal≈	2020-04-07
NET SELL	TCEHY	Tencent Holdings Limited	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2020-02-05
NET SELL	AGCO	AGCO Corporation	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2020-04-07
NET SELL	KL	Kirkland Lake Gold Ltd.	Purchases —; sales $50K–$100K	0	1	−$100K to −$50.0K net disposal≈	2020-02-04
± net range spans zero	CAH	Cardinal Health, Inc.	Purchases $101K–$265K; sales $100K–$250K	2	1	−$149K to $165K≈	2020-04-07
± net range spans zero	CTXS	Citrix Systems, Inc.	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2020-04-07
± net range spans zero	ORCL	Oracle Corporation	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2020-04-07
± net range spans zero	WDC	Western Digital Corporation	Purchases $100K–$250K; sales $100K–$250K	1	1	−$150K to $150K≈	2020-04-07
± net range spans zero	CMCSA	Comcast Corporation	Purchases $30K–$100K; sales $47K–$180K	2	5	−$150K to $53.0K≈	2020-04-07
NET SELL	TDG	TransDigm Group Incorporated	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2020-03-18
± net range spans zero	GS	The Goldman Sachs Group, Inc.	Purchases $100K–$250K; sales $102K–$280K	1	3	−$180K to $148K≈	2020-04-14
± net range spans zero	ADM	Archer-Daniels-Midland Company	Purchases $116K–$315K; sales $115K–$300K	3	2	−$184K to $200K≈	2020-04-07
± net range spans zero	CR	Crane Co.	Purchases $165K–$400K; sales $130K–$350K	3	3	−$185K to $270K≈	2020-04-07
NET SELL	TJX	The TJX Companies, Inc.	Purchases $15K–$50K; sales $60K–$200K	1	4	−$185K to −$10.0K net disposal≈	2020-04-07
± net range spans zero	DIS	The Walt Disney Company	Purchases $50K–$100K; sales $100K–$250K	1	1	−$200K to $0≈	2020-04-07
± net range spans zero	RTX	Raytheon Technologies Corporation	Purchases $50K–$100K; sales $100K–$250K	1	1	−$200K to $0≈	2020-04-07
NET SELL	NVDA	NVIDIA Corporation	Purchases —; sales $60K–$200K	0	4	−$200K to −$60.0K net disposal≈	2020-02-26
NET SELL	IPHI	Inphi Corporation	Purchases —; sales $80K–$200K	0	3	−$200K to −$80.0K net disposal≈	2020-04-07
NET SELL	LULU	Lululemon Athletica Inc.	Purchases —; sales $100K–$200K	0	2	−$200K to −$100K net disposal≈	2020-03-03
± net range spans zero	CTSH	Cognizant Technology Solutions Corporation	Purchases $30K–$100K; sales $100K–$250K	2	1	−$220K to $0≈	2020-04-14
NET SELL	CAT	Caterpillar Inc.	Purchases $30K–$100K; sales $101K–$265K	2	2	−$235K to −$1.0K net disposal≈	2020-04-14
NET SELL	BAC	Bank of America Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	C	Citigroup Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	COST	Costco Wholesale Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	EBAY	eBay Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	EEFT	Euronet Worldwide, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-02-10
NET SELL	FDX	FedEx Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	HON	Honeywell International Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-02-03
NET SELL	KEY	KeyCorp	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	KHC	The Kraft Heinz Company	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-14
NET SELL	KMI	Kinder Morgan, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	LMT	Lockheed Martin Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	MDLZ	Mondelez International, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	MPC	Marathon Petroleum Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	PFE	Pfizer Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	PYPL	PayPal Holdings, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	ROKU	Roku, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-02-05
NET SELL	SAP	SAP SE	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	STZ	Constellation Brands, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	T	AT&T Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	TFC	Truist Financial Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	TGT	Target Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-14
NET SELL	UTX	Raytheon Technologies Corporation	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-14
NET SELL	VTR	Ventas, Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	WMT	Walmart Inc.	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2020-04-07
NET SELL	HELE	Helen of Troy Limited	Purchases —; sales $115K–$250K	0	3	−$250K to −$115K net disposal≈	2020-04-07
NET SELL	DG	Dollar General Corporation	Purchases —; sales $116K–$265K	0	4	−$265K to −$116K net disposal≈	2020-04-07
NET SELL	FB	Facebook, Inc.	Purchases —; sales $130K–$300K	0	4	−$300K to −$130K net disposal≈	2020-03-03
NET SELL	FNKO	Funko, Inc.	Purchases —; sales $130K–$300K	0	4	−$300K to −$130K net disposal≈	2020-02-10
± net range spans zero	AIZ	Assurant, Inc.	Purchases $316K–$665K; sales $282K–$630K	4	5	−$314K to $383K≈	2020-04-07
NET SELL	BP	BP p.l.c.	Purchases $30K–$100K; sales $152K–$380K	2	4	−$350K to −$52.0K net disposal≈	2020-04-14
NET SELL	AZO	AutoZone, Inc.	Purchases —; sales $120K–$400K	0	8	−$400K to −$120K net disposal≈	2020-02-26
NET SELL	ROST	Ross Stores, Inc.	Purchases —; sales $120K–$400K	0	8	−$400K to −$120K net disposal≈	2020-03-03
± net range spans zero	K	Kellogg Company	Purchases $115K–$300K; sales $202K–$530K	2	4	−$415K to $98.0K≈	2020-04-14
NET SELL	ADP	Automatic Data Processing, Inc.	Purchases —; sales $201K–$465K	0	4	−$465K to −$201K net disposal≈	2020-04-07
NET SELL	MSFT	Microsoft Corporation	Purchases $15K–$50K; sales $250K–$500K	1	1	−$485K to −$200K net disposal≈	2020-04-07
NET SELL	CL	Colgate-Palmolive Company	Purchases $1K–$15K; sales $200K–$500K	1	2	−$499K to −$185K net disposal≈	2020-04-14
NET SELL	CVS	CVS Health Corporation	Purchases $1K–$15K; sales $250K–$500K	1	1	−$499K to −$235K net disposal≈	2020-04-14
NET SELL	KEYS	Keysight Technologies, Inc.	Purchases —; sales $200K–$500K	0	2	−$500K to −$200K net disposal≈	2020-01-29
NET SELL	AAPL	Apple Inc.	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2020-04-07
NET SELL	AGN	Allergan plc	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2020-04-14
NET SELL	GOOGL	Alphabet Inc.	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2020-04-07
NET SELL	JD	JD.com, Inc.	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2020-04-07
NET SELL	LOW	Lowe's Companies, Inc.	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2020-04-07
NET SELL	VZ	Verizon Communications Inc.	Purchases —; sales $250K–$500K	0	1	−$500K to −$250K net disposal≈	2020-04-07
NET SELL	ABBV	AbbVie Inc.	Purchases $16K–$65K; sales $252K–$530K	2	3	−$514K to −$187K net disposal≈	2020-04-14
NET SELL	ARNA	Arena Pharmaceuticals, Inc.	Purchases —; sales $245K–$550K	0	7	−$550K to −$245K net disposal≈	2020-04-07
NET SELL	AMGN	Amgen Inc.	Purchases $15K–$50K; sales $280K–$600K	1	3	−$585K to −$230K net disposal≈	2020-04-07
NET SELL	XOM	Exxon Mobil Corporation	Purchases —; sales $300K–$600K	0	2	−$600K to −$300K net disposal≈	2020-04-14
± net range spans zero	CSCO	Cisco Systems, Inc.	Purchases $165K–$400K; sales $302K–$780K	3	5	−$615K to $98.0K≈	2020-04-14
± net range spans zero	PRU	Prudential Financial, Inc.	Purchases $245K–$650K; sales $352K–$880K	5	6	−$635K to $298K≈	2020-04-14
NET SELL	HIG	The Hartford Financial Services Group, Inc.	Purchases $115K–$300K; sales $302K–$780K	2	5	−$665K to −$2.0K net disposal≈	2020-04-14
NET SELL	DOCU	DocuSign, Inc.	Purchases —; sales $300K–$750K	0	3	−$750K to −$300K net disposal≈	2020-04-07
NET SELL	BMY	Bristol-Myers Squibb Company	Purchases —; sales $350K–$750K	0	2	−$750K to −$350K net disposal≈	2020-04-14
NET SELL	STT	State Street Corporation	Purchases —; sales $350K–$750K	0	2	−$750K to −$350K net disposal≈	2020-04-14
NET SELL	REZI	Resideo Technologies, Inc.	Purchases —; sales $330K–$800K	0	6	−$800K to −$330K net disposal≈	2020-01-28
± net range spans zero	ICE	Intercontinental Exchange, Inc.	Purchases $7.3M–$35.5M; sales $23M–$115M	4	7	−$108M to $12.5M≈	2020-09-23

1–20 of 110 tickers

Trading profile

VS SENATE MEDIAN · TICK = MEDIAN · 69 MEMBERS

median days between trade date and filing date, over rows that disclose both: +28dat chamber median — median +28d
machine-readable transaction rows per distinct source filing: 34far above median — median 3.0
rows whose disclosed bracket tops out at $15,000: 17%larger lots — median 59%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars: 33%below median — median 49%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 5%family accounts — median 27%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 10 · transactions: 343 · 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: +28d · rows filed past the STOCK Act's 45-day window: 109

Medians are per member across the 69 Senate 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	126	$6.4M–$15.5M
Finance, Insurance, and Real Estate	73	$33.8M–$159.1M
Retail Trade	37	$1.6M–$3.8M
Services	26	$1.9M–$4.4M
Transportation, Communications, Electric, Gas, and Sanitary Services	25	$1.2M–$2.9M
Wholesale Trade	9	$531K–$1.3M
Mining	2	$30K–$100K
Agriculture, Forestry, and Fishing	1	$15K–$50K
ticker not resolved to an issuer coverage	36	$2.3M–$5.3M
no ticker disclosed coverage	8	$1M–$2.3M

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

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

All disclosed transactions for Kelly Loeffler
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
BUY	ICE	Intercontinental Exchange, Inc.	SP (spouse-owned)	$250K–$500K	Traded 2020-09-23 → Filed 2020-10-16 +23d	eFD ↗
SELL	ICE	Intercontinental Exchange, Inc.	partial · SP (partial sale, spouse-owned)	$1M–$5M	Traded 2020-09-23 → Filed 2020-10-16 +23d	eFD ↗
SELL	ICE	Intercontinental Exchange, Inc.	partial · SP (partial sale, spouse-owned)	$5M–$25M	Traded 2020-07-22 → Filed 2020-08-21 +30d	eFD ↗
SELL	ICE	Intercontinental Exchange, Inc.	partial · SP (partial sale, spouse-owned)	$5M–$25M	Traded 2020-05-20 → Filed 2020-05-22 +2d	eFD ↗
BUY	ICE	Intercontinental Exchange, Inc.	SP (spouse-owned)	$1M–$5M	Traded 2020-05-20 → Filed 2020-05-22 +2d	eFD ↗
SELL	ICE	Intercontinental Exchange, Inc.	partial (partial sale, member-owned)	$1M–$5M	Traded 2020-05-20 → Filed 2020-05-22 +2d	eFD ↗
SELL	CSCO	Cisco Systems, Inc.	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	BP	BP p.l.c.	—	$50K–$100K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	DFS	Discover Financial Services	SP (spouse-owned)	$50K–$100K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	HIG	The Hartford Financial Services Group, Inc.	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	HIG	The Hartford Financial Services Group, Inc.	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	BMY	Bristol-Myers Squibb Company	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	AIG	American International Group, Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	STT	State Street Corporation	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	CAT	Caterpillar Inc.	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	CL	Colgate-Palmolive Company	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	CVS	CVS Health Corporation	SP (spouse-owned)	$250K–$500K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	DD	DuPont de Nemours, Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	CL	Colgate-Palmolive Company	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	K	Kellogg Company	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	CTVA	Corteva, Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	ABBV	AbbVie Inc.	SP (spouse-owned)	$250K–$500K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	MO	Altria Group, Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	BP	BP p.l.c.	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	TGT	Target Corporation	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	SLB	Schlumberger Limited	—	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	DOW	Dow Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	XOM	Exxon Mobil Corporation	SP (spouse-owned)	$50K–$100K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	GS	The Goldman Sachs Group, Inc.	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	BMY	Bristol-Myers Squibb Company	SP (spouse-owned)	$250K–$500K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	DFS	Discover Financial Services	—	$15K–$50K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	STT	State Street Corporation	SP (spouse-owned)	$250K–$500K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	PRU	Prudential Financial, Inc.	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	UTX	Raytheon Technologies Corporation	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	AGN	Allergan plc	SP (spouse-owned)	$250K–$500K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	CTSH	Cognizant Technology Solutions Corporation	SP (spouse-owned)	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	DAL	Delta Air Lines, Inc.	SP (spouse-owned)	$50K–$100K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	KHC	The Kraft Heinz Company	—	$100K–$250K	Traded 2020-04-14 → Filed 2020-05-01 +17d	eFD ↗
SELL	TEX	Terex Corporation	—	$15K–$50K	Traded 2020-04-13 → Filed 2020-05-01 +18d	eFD ↗
SELL	AA	Alcoa Corporation	—	$15K–$50K	Traded 2020-04-13 → Filed 2020-05-01 +18d	eFD ↗
SELL	AMAT	Applied Materials, Inc.	—	$1K–$15K	Traded 2020-04-13 → Filed 2020-05-01 +18d	eFD ↗
BUY	CAT	Caterpillar Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
BUY	VMC	Vulcan Materials Company	SP (spouse-owned)	$15K–$50K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
SELL	JD	JD.com, Inc.	JT (jointly owned)	$250K–$500K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
BUY	CAH	Cardinal Health, Inc.	SP (spouse-owned)	$1K–$15K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
BUY	RTX	Raytheon Technologies Corporation	SP (spouse-owned)	$50K–$100K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
SELL	CVX	Chevron Corporation	SP (spouse-owned)	$100K–$250K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
SELL	T	AT&T Inc.	JT (jointly owned)	$100K–$250K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
SELL	DIS	The Walt Disney Company	JT (jointly owned)	$100K–$250K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗
BUY	HIG	The Hartford Financial Services Group, Inc.	SP (spouse-owned)	$15K–$50K	Traded 2020-04-07 → Filed 2020-05-01 +24d	eFD ↗

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
2020-10-16	2	eFD ↗
2020-08-21	1	eFD ↗
2020-05-22	3	eFD ↗
2020-05-01	181	eFD ↗
2020-05-01	42	eFD ↗
2020-05-01	25	eFD ↗
2020-05-01	20	eFD ↗
2020-03-31	42	eFD ↗
2020-03-31	5	eFD ↗
2020-03-12	22	eFD ↗

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 · 299 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

343 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.