Disclosed transactions
242 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Jerry Moran
Republican — R–KS · U.S. Senate · serving since 1997 · Senate Committee on Indian Affairs, Senate Select Committee on Intelligence, Senate Committee on Agriculture, Nutrition, and Forestry, Senate Committee on Appropriations, Senate Committee on Commerce, Science, and Transportation, Senate Committee on Veterans' Affairs · member ID M000934
- Disclosures
- 242
- 15 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.
- $5.0K to $124K
- purchases − sales · an interval
- Distinct tickers
- 48
- across every disclosed row
- Late filings
- 107
- 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 ranges25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
26Q4
gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 25Q1: no purchases, no sales; 25Q2: purchases $4K–$60K, no sales; 25Q3: purchases $1K–$15K, sales $2K–$30K; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: purchases $20K–$125K, sales $1K–$15K; 26Q3: no purchases, no sales; 26Q4: no purchases, no sales
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 · 2 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| 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 | BRKB | Berkshire Hathaway Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation | 2018-12-06 |
| NET BUY | BRK-B | Berkshire Hathaway Inc. | Purchases $19K–$110K; sales $1K–$15K | 5 | 1 | $4.0K to $109K net accumulation≈ | 2020-08-21 |
| FLAT the net range spans zero | VZ TMUS | Verizon Communications Inc. (Exchanged) T-Mobile US, Inc. (Received) | Purchases —; sales — | 0 | 0 | $0 | 2020-04-01 |
| ± net range spans zero | FB | Facebook, Inc. - Class A | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-12-21 |
| ± net range spans zero | MPC | Marathon Petroleum Corporation | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-08-21 |
| ± net range spans zero | OXY | Occidental Petroleum Corporation | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-08-21 |
| FLAT the net range spans zero | AMZN | Amazon.com, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-14 |
| ± net range spans zero | GILD | Gilead Sciences, Inc. | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2021-12-21 |
| ± net range spans zero | INTC | Intel Corporation | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-14 |
| ± net range spans zero | JNJ | Johnson & Johnson | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-14 |
| ± net range spans zero | ABBV | AbbVie Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-08-21 |
| ± net range spans zero | BK | Bank of New York Mellon Corp | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | CI | The Cigna Group | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | CMCSA | Comcast Corporation - Class A | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | CSCO | Cisco Systems, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | CVX | Chevron Corporation | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | GIS | General Mills, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-09-25 |
| ± net range spans zero | GS | The Goldman Sachs Group, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-12-19 |
| ± net range spans zero | KMB | Kimberly-Clark Corporation | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | KO | The Coca-Cola Company | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-08-21 |
| ± net range spans zero | LM09.SG | Liberty Media Corp. Reg.Sh.C FO | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-12-19 |
| ± net range spans zero | PFE | Pfizer, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | PII | Polaris Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-14 |
| ± net range spans zero | RDS-B | Royal Dutch Shell plc | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-08-21 |
| ± net range spans zero | TXN | Texas Instruments Incorporated | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-08-21 |
| ± net range spans zero | V | Visa Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-08-21 |
| ± net range spans zero | WY | Weyerhaeuser Company | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-12-19 |
| ± net range spans zero | ALL | The Allstate Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-08-21 |
| NET SELL | META | Meta Platforms, Inc. - Class A | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-12-14 |
| ± net range spans zero | DVA | DaVita Inc. | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-12-14 |
| ± net range spans zero | JPM | JPMorgan Chase & Co. | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2020-08-21 |
| ± net range spans zero | KR | Kroger Company | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-12-14 |
| ± net range spans zero | DIS | The Walt Disney Company | Purchases $16K–$65K; sales $4K–$60K | 2 | 4 | −$44.0K to $61.0K≈ | 2020-08-21 |
| ± net range spans zero | HAL | Halliburton Company | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-12-14 |
| NET SELL | VUSFX | Vanguard Ultra-Short-Term Bond Fund Admiral Shares | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-03-10 |
| NET SELL | VWO | Vanguard FTSE Emerging Markets Index Fund ETF Shar | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-03-10 |
| ± net range spans zero | VZ | Verizon Communications Inc. | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2023-12-14 |
| ± net range spans zero | WFC | Wells Fargo & Company | Purchases $16K–$65K; sales $5K–$75K | 2 | 5 | −$59.0K to $60.0K≈ | 2020-08-21 |
| ± net range spans zero | COST | Costco Wholesale Corporation | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2021-01-27 |
| ± net range spans zero | BAC | Bank of America Corp | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2023-12-14 |
| ± net range spans zero | CVS | CVS Health Corporation | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2023-12-14 |
| ± net range spans zero | USB | U.S. Bancorp | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2023-12-14 |
| ± net range spans zero | MSFT | Microsoft Corporation | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2023-12-14 |
| ± net range spans zero | GOOG | Alphabet Inc. - Class C Capital Stock | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2026-06-23 |
| NET SELL | JNK | SPDR Bloomberg Barclays High Yield Bond ETF | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2019-09-25 |
| ± net range spans zero | XOM | Exxon Mobil Corporation | Purchases $4K–$60K; sales $7K–$105K | 4 | 7 | −$101K to $53.0K≈ | 2023-12-14 |
| ± net range spans zero | BRK.B | Berkshire Hathaway Inc. New | Purchases $23K–$170K; sales $20K–$125K | 9 | 6 | −$102K to $150K≈ | 2026-06-23 |
| ± net range spans zero | AAPL | Apple Inc. | Purchases $4K–$60K; sales $8K–$120K | 4 | 8 | −$116K to $52.0K≈ | 2023-12-14 |
1–20 of 48 tickers
Trading profile
VS SENATE MEDIAN · TICK = MEDIAN · 69 MEMBERS- median days between trade date and filing date, over rows that disclose both
- +34dslower than chamber — median +28d
- machine-readable transaction rows per distinct source filing
- 16far above median — median 3.0
- 95%small-lot profile — median 59%
- 46%≈ chamber — median 49%
- 58%mostly self-owned — median 27%
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 15 · transactions: 242 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $21K–$140K · median days between trade date and filing date, over rows that disclose both: +34d · rows filed past the STOCK Act's 45-day window: 107
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| Sector | Trades | Flow range |
|---|---|---|
| Manufacturing | 77 | $77K–$1.2M |
| Finance, Insurance, and Real Estate | 49 | $77K–$805K |
| Services | 38 | $52K–$605K |
| Retail Trade | 24 | $24K–$360K |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 10 | $10K–$150K |
| Mining | 6 | $20K–$125K |
| ticker not resolved to an issuer coverage | 36 | $134K–$785K |
| no ticker disclosed coverage | 2 | $2K–$30K |
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
242 rows · filed date desc · as of 2026-10-01 13:54 UTC| 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 | GOOG | Alphabet Inc. - Class C Capital Stock | — | $1K–$15K | Traded → Filed +28d | ||
| BUY | BRK.B | Berkshire Hathaway Inc. New | — | $15K–$50K | Traded → Filed +28d | ||
| BUY | BRK.B | Berkshire Hathaway Inc. New | SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| BUY | BRK.B | Berkshire Hathaway Inc. New | SP (spouse-owned) | $1K–$15K | Traded → Filed +29d | ||
| BUY | BRK.B | Berkshire Hathaway Inc. New | — | $1K–$15K | Traded → Filed +29d | ||
| BUY | BRK.B | Berkshire Hathaway Inc. New | — | $1K–$15K | Traded → Filed +29d | ||
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock | partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +29d | ||
| SELL | GOOG | Alphabet Cl C | partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | GOOG | Alphabet Cl C | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| BUY | BRK.B | Berkshire Hathaway Cl B | — | $1K–$15K | Traded → Filed +34d | ||
| BUY | GOOG | Alphabet Cl C | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | GOOG | Alphabet Cl C | — | $1K–$15K | Traded → Filed +41d | ||
| BUY | GOOG | Alphabet Cl C | SP (spouse-owned) | $1K–$15K | Traded → Filed +41d | ||
| BUY | GOOG | Alphabet Cl C | SP (spouse-owned) | $1K–$15K | Traded → Filed +41d | ||
| BUY | BRK.B | Berkshire Hathaway Cl B | — | $1K–$15K | Traded → Filed +33d | ||
| SELL | BRK.B | Berkshire Hathaway Cl B | partial (partial sale, member-owned) | $15K–$50K | Traded → Filed +31d | ||
| SELL | BRK.B | Berkshire Hathaway Cl B | partial (partial sale, member-owned) | $1K–$15K | Traded → Filed +31d | ||
| SELL | BRK.B | Berkshire Hathaway Cl B | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| SELL | BRK.B | Berkshire Hathaway Cl B | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| SELL | CI | The Cigna Group | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | JNJ | Johnson & Johnson | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | AMZN | Amazon.com, Inc. | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | CVX | Chevron Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | CSCO | Cisco Systems, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | DVA | DaVita Inc. | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | CI | The Cigna Group | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | CSCO | Cisco Systems, Inc. | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | GOOG | Alphabet Cl C | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | XOM | Exxon Mobil Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | BK | Bank of New York Mellon Corp | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | BAC | Bank of America Corp | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | CMCSA | Comcast Corporation - Class A | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| BUY | BRK.B | Berkshire Hathaway Cl B | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | USB | U.S. Bancorp | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | CMCSA | Comcast Corporation - Class A | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | KR | Kroger Company | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | PII | Polaris Inc. | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | PII | Polaris Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | KMB | Kimberly-Clark Corporation | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | PFE | Pfizer, Inc. | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | HAL | Halliburton Company | — | $15K–$50K | Traded → Filed +34d | ||
| SELL | MSFT | Microsoft Corporation | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | BK | Bank of New York Mellon Corp | SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| SELL | META | Meta Platforms, Inc. - Class A | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | KR | Kroger Company (The) | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | CVS | CVS Health Corporation | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | AAPL | Apple Inc. | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | CVX | Chevron Corporation | — | $1K–$15K | Traded → Filed +34d | ||
| SELL | VZ | Verizon Communications Inc. | — | $1K–$15K | Traded → Filed +34d |
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 242 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-07-21 | 2 | |
| 2026-06-25 | 5 | |
| 2025-10-27 | 3 | |
| 2025-06-18 | 4 | |
| 2025-01-18 | 1 | |
| 2024-08-29 | 4 | |
| 2024-01-17 | 45 | |
| 2022-01-21 | 35 | |
| 2021-05-19 | 1 | |
| 2021-05-19 | 4 | |
| 2021-05-19 | 4 | |
| 2021-02-08 | 2 | |
| 2020-09-08 | 34 | |
| 2020-08-05 | 40 | |
| 2019-05-15 | 58 |
1–12 of 15 filings
Signals
all signals ↗| Ticker | What | Kind | Filed | Size | Src |
|---|---|---|---|---|---|
| GOOG | Purchase of Alphabet Inc. - Class C Capital Stock | a disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied | 2026-07-21 | $1.0K–$15.0K |
Filed dates lag the trades
How this is computed
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.
PLANNED annual holdings · 13F overlap
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-07-21 | BRK.B | BUY | $15K–$50K | |
| 2026-07-21 | GOOG | BUY | $1K–$15K |
Ranked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-10-01 · jurisdiction mapping v1Serves on: Senate Committee on Indian Affairs · Senate Select Committee on Intelligence · Senate Committee on Agriculture, Nutrition, and Forestry · Senate Committee on Appropriations · Senate Committee on Commerce, Science, and Transportation · Senate Committee on Veterans' Affairs (Chairman)
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-06-23 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-05-27 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-09-23 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-09-23 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-05-08 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-05-08 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-05-08 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-05-08 | GOOG | Services | Senate Committee on Commerce, Science, and Transportation |
196 trades predate the membership snapshot's validity window — 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 24mReporting 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.