801 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
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: 2024-10-28 — the full history is in the tables below. 2 rows have no parseable trade date.
| 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 | GRMN | Garmin Ltd. | Purchases $52K–$130K; sales — | 3 | 0 | $52.0K to $130K net accumulation | 2024-07-02 |
| NET BUY | TBBC | As filed: Triad Business Bank (TBBC) [OT] · type code OT: Other | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-06-15 |
| NET BUY | MSFT | Microsoft Corporation | Purchases $59K–$360K; sales $2K–$30K | 17 | 2 | $29.0K to $358K net accumulation≈ | 2024-07-02 |
| NET BUY | CRM | Salesforce, Inc. | Purchases $22K–$155K; sales — | 8 | 0 | $22.0K to $155K net accumulation≈ | 2024-07-02 |
| NET BUY | MA | Mastercard Incorporated | Purchases $21K–$140K; sales — | 7 | 0 | $21.0K to $140K net accumulation≈ | 2024-07-02 |
| NET BUY | MSCI | MSCI Inc. | Purchases $19K–$110K; sales — | 5 | 0 | $19.0K to $110K net accumulation≈ | 2024-07-02 |
| NET BUY | PKG | Packaging Corporation of America | Purchases $21K–$140K; sales $1K–$15K | 7 | 1 | $6.0K to $139K net accumulation≈ | 2024-07-02 |
| NET BUY | COST | Costco Wholesale Corporation | Purchases $20K–$125K; sales $1K–$15K | 6 | 1 | $5.0K to $124K net accumulation≈ | 2024-07-02 |
| NET BUY | MRK | Merck & Company, Inc. | Purchases $20K–$125K; sales $1K–$15K | 6 | 1 | $5.0K to $124K net accumulation≈ | 2024-07-02 |
| NET BUY | EXPD | Expeditors International of Washington, Inc. | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2024-07-02 |
| NET BUY | CVX | Chevron Corporation | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-08-05 |
| NET BUY | PEP | Pepsico, Inc. | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-08-05 |
| NET BUY | TMO | Thermo Fisher Scientific Inc | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-10-12 |
| NET BUY | VZ | Verizon Communications Inc. | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-10-12 |
| NET BUY | XOM | Exxon Mobil Corporation | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-08-05 |
| NET BUY | AEE | Ameren Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | AEP | American Electric Power Company, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | ALLY | Ally Financial Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-20 |
| NET BUY | AMAT | Applied Materials, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | BMY | Bristol-Myers Squibb Company | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | BRCM | Broadcom Corporation - Class A | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | CVS | CVS Health Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | DHR | Danaher Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | FDX | FedEx Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | INVH | Invitation Homes Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | KMB | Kimberly-Clark Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | LIN | Linde plc Ordinary Share | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | LLY | Eli Lilly and Company | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | META | Meta Platforms, Inc. - Class A | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-08-05 |
| NET BUY | MICRD | MICRON SOLUTIONS INC NEW | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-07-02 |
| NET BUY | MMM | 3M Company | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | NEE | NextEra Energy, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | PM | Philip Morris International Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-15 |
| NET BUY | PPL | PPL Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | TXN | Texas Instruments Incorporated | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| NET BUY | WELL | Welltower Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-12 |
| ± net range spans zero | APD | Air Products and Chemicals, Inc. | Purchases $21K–$140K; sales $2K–$30K | 7 | 2 | −$9.0K to $138K≈ | 2024-07-02 |
| ± net range spans zero | SYY | Sysco Corporation | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2024-07-02 |
| ± net range spans zero | TSLA | Tesla, Inc. | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2022-10-12 |
| ± net range spans zero | AVGO | Broadcom Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-09-12 |
| ± net range spans zero | BRK.B | Berkshire Hathaway Inc. New | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-12 |
| ± net range spans zero | CHTR | Charter Communications, Inc. - Class A | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-09-12 |
| ± net range spans zero | CMCSA | Comcast Corporation - Class A | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-12 |
| ± net range spans zero | LOW | Lowe's Companies, Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-08-03 |
| ± net range spans zero | UNH | UnitedHealth Group Incorporated | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-12 |
| ± net range spans zero | WFC | Wells Fargo & Company | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | AIG | American International Group, Inc. New | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | AMCR | Amcor plc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | AMP | Ameriprise Financial, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | APA | APA Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | AZO | AutoZone, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | BBY | Best Buy Co., Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | BK | The Bank of New York Mellon Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | BLDR | Builders FirstSource, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | CAH | Cardinal Health, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | CCK | Crown Holdings, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | CE | Celanese Corporation Celanese Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | CMA | Comerica Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | COF | Capital One Financial Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | CSCO | Cisco Systems, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 |
| FLAT the net range spans zero | DFS | Discover Financial Services | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | DGX | Quest Diagnostics Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | DPZ | Domino's Pizza Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | DVN | Devon Energy Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | EMN | Eastman Chemical Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | FICO | Fair Isaac Corproation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | HCA | HCA Healthcare, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | HPQ | HP Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | HST | Host Hotels | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | IP | International Paper Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | IT | Gartner, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | KEY | KeyCorp | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | KMI | Kinder Morgan, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | KO | Coca-Cola Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 |
| FLAT the net range spans zero | L | Loews Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | LBTYK | Liberty Global plc - Class C | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | LHX | L3Harris Technologies, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | LUMN | Lumen Technologies, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | MAS | Masco Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | MCD | McDonald's Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 |
| FLAT the net range spans zero | MCK | McKesson Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | MET | MetLife, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | MO | Altria Group, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | MPC | Marathon Petroleum Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | MRO | Marathon Oil Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | NOC | Northrop Grumman Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | NVR | NVR, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | PHM | PulteGroup, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | PRU | Prudential Financial, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | RTN | Raytheon Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 |
| FLAT the net range spans zero | SPGI | S&P Global Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-12 |
| FLAT the net range spans zero | SYF | Synchrony Financial | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | UNP | Union Pacific Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| FLAT the net range spans zero | VTRS | Viatris Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-30 |
| FLAT the net range spans zero | WHR | Whirlpool Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-03 |
| NET SELL | BLK | BlackRock, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-12 |
| NET SELL | BXP | Boston Properties, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 |
| NET SELL | DRI | Darden Restaurants, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 |
| NET SELL | LUV | Southwest Airlines Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-14 |
| NET SELL | REG | Regency Centers Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 |
| NET SELL | SPG | Simon Property Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 |
| NET SELL | UPS | United Parcel Service, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-12 |
| NET SELL | WU | Western Union Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-06-13 |
| NET SELL | WY | Weyerhaeuser Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-08-03 |
| ± net range spans zero | PG | Procter & Gamble Company | Purchases $10K–$150K; sales $2K–$30K | 10 | 2 | −$20.0K to $148K≈ | 2024-07-02 |
| ± net range spans zero | CNC | Centene Corporation | Purchases $8K–$120K; sales $2K–$30K | 8 | 2 | −$22.0K to $118K≈ | 2024-07-02 |
| ± net range spans zero | JNJ | Johnson & Johnson | Purchases $8K–$120K; sales $2K–$30K | 8 | 2 | −$22.0K to $118K≈ | 2024-07-02 |
| ± net range spans zero | ABT | Abbott Laboratories | Purchases $7K–$105K; sales $2K–$30K | 7 | 2 | −$23.0K to $103K≈ | 2024-07-02 |
| ± net range spans zero | HD | Home Depot, Inc. | Purchases $7K–$105K; sales $2K–$30K | 7 | 2 | −$23.0K to $103K≈ | 2024-07-02 |
| ± net range spans zero | AMZN | Amazon.com, Inc. | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2022-10-12 |
| ± net range spans zero | ADBE | Adobe Inc. | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-10-12 |
| ± net range spans zero | BAC | Bank of America Corporation | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-10-12 |
| ± net range spans zero | MTCH | Match Group, Inc. | Purchases $21K–$140K; sales $15K–$50K | 7 | 1 | −$29.0K to $125K≈ | 2022-06-10 |
| ± net range spans zero | BIIB | Biogen Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-08-03 |
| ± net range spans zero | ORCL | Oracle Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-10-12 |
| ± net range spans zero | NFLX | Netflix, Inc. | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2022-06-10 |
| ± net range spans zero | BX | Blackstone Inc. | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-06-15 |
| ± net range spans zero | WMT | Walmart Inc. | Purchases $7K–$105K; sales $3K–$45K | 7 | 3 | −$38.0K to $102K≈ | 2024-07-02 |
| ± net range spans zero | T | AT&T Inc. | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2022-10-12 |
| ± net range spans zero | C | Citigroup, Inc. | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-08-03 |
| NET SELL | ALGN | Align Technology, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-06-15 |
| NET SELL | ECL | Ecolab Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-03-31 |
| ± net range spans zero | TJX | TJX Companies, Inc. | Purchases $7K–$105K; sales $4K–$60K | 7 | 4 | −$53.0K to $101K≈ | 2024-07-02 |
| ± net range spans zero | QCOM | QUALCOMM Incorporated | Purchases $6K–$90K; sales $4K–$60K | 6 | 4 | −$54.0K to $86.0K≈ | 2024-07-02 |
| ± net range spans zero | JPM | JP Morgan Chase & Co. | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2024-01-23 |
| ± net range spans zero | CB | Chubb Limited | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2024-07-02 |
| ± net range spans zero | ISRG | Intuitive Surgical, Inc. | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2022-10-12 |
| ± net range spans zero | ILMN | Illumina, Inc. | Purchases $3K–$45K; sales $16K–$65K | 3 | 2 | −$62.0K to $29.0K≈ | 2022-06-10 |
| ± net range spans zero | INTC | Intel Corporation | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2022-10-12 |
| NET SELL | CMG | Chipotle Mexican Grill, Inc. | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2022-06-15 |
| ± net range spans zero | NOW | ServiceNow, Inc. | Purchases $32K–$130K; sales $30K–$100K | 4 | 2 | −$68.0K to $100K≈ | 2022-06-15 |
| ± net range spans zero | GOOG | Alphabet Inc. - Class C Capital Stock | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2024-07-02 |
| ± net range spans zero | MDT | Medtronic plc. | Purchases $23K–$170K; sales $18K–$95K | 9 | 4 | −$72.0K to $152K≈ | 2024-07-02 |
| ± net range spans zero | CAT | Caterpillar, Inc. | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2024-07-02 |
| ± net range spans zero | CFG | Citizens Financial Group, Inc. | Purchases $22K–$155K; sales $18K–$95K | 8 | 4 | −$73.0K to $137K≈ | 2024-01-23 |
| ± net range spans zero | MU | Micron Technology, Inc. | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2024-01-23 |
| ± net range spans zero | LRCX | Lam Research Corporation | Purchases $21K–$140K; sales $18K–$95K | 7 | 4 | −$74.0K to $122K≈ | 2024-07-02 |
| NET SELL | EQIX | Equinix, Inc. | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2022-10-12 |
| ± net range spans zero | ASML | ASML Holding N.V. - New York Registry Shares | Purchases $17K–$80K; sales $50K–$100K | 3 | 1 | −$83.0K to $30.0K≈ | 2022-06-10 |
| ± net range spans zero | AMGN | Amgen Inc. | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2024-07-02 |
| ± net range spans zero | ACN | Accenture plc Class A | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2024-07-02 |
| ± net range spans zero | LMT | Lockheed Martin Corporation | Purchases $5K–$75K; sales $7K–$105K | 5 | 7 | −$100K to $68.0K≈ | 2024-07-02 |
| ± net range spans zero | PFE | Pfizer, Inc. | Purchases $6K–$90K; sales $19K–$110K | 6 | 5 | −$104K to $71.0K≈ | 2024-08-09 |
| ± net range spans zero | AON | Aon plc Class A | Purchases $5K–$75K; sales $19K–$110K | 5 | 5 | −$105K to $56.0K≈ | 2024-07-02 |
| ± net range spans zero | CME | CME Group Inc. - Class A | Purchases $5K–$75K; sales $19K–$110K | 5 | 5 | −$105K to $56.0K≈ | 2024-07-02 |
| ± net range spans zero | GIS | General Mills, Inc. | Purchases $2K–$30K; sales $19K–$110K | 2 | 5 | −$108K to $11.0K≈ | 2024-01-23 |
| ± net range spans zero | SNAP | Snap Inc. Class A | Purchases $6K–$90K; sales $31K–$115K | 6 | 3 | −$109K to $59.0K≈ | 2022-06-10 |
| ± net range spans zero | DIS | Walt Disney Company | Purchases $6K–$90K; sales $20K–$125K | 6 | 6 | −$119K to $70.0K≈ | 2023-12-12 |
| ± net range spans zero | ABBV | AbbVie Inc. | Purchases $5K–$75K; sales $20K–$125K | 5 | 6 | −$120K to $55.0K≈ | 2024-07-02 |
| NET SELL | FB | Meta Platforms, Inc. - Class A | Purchases $1K–$15K; sales $52K–$130K | 1 | 3 | −$129K to −$37.0K net disposal≈ | 2022-10-12 |
| ± net range spans zero | AAPL | Apple Inc. | Purchases $23K–$170K; sales $22K–$155K | 9 | 8 | −$132K to $148K≈ | 2024-07-02 |
| ± net range spans zero | INTU | Intuit Inc. | Purchases $7K–$105K; sales $21K–$140K | 7 | 7 | −$133K to $84.0K≈ | 2024-07-02 |
| ± net range spans zero | NKE | Nike, Inc. | Purchases $5K–$75K; sales $22K–$155K | 5 | 8 | −$150K to $53.0K≈ | 2024-07-02 |
| NET SELL | INFO | IHS Markit Ltd. Common Shares | Purchases —; sales $34K–$160K | 0 | 6 | −$160K to −$34.0K net disposal≈ | 2021-12-31 |
| NET SELL | AMT | American Tower Corporation | Purchases —; sales $66K–$165K | 0 | 3 | −$165K to −$66.0K net disposal≈ | 2022-10-12 |
| ± net range spans zero | V | Visa Inc. | Purchases $20K–$125K; sales $56K–$190K | 6 | 7 | −$170K to $69.0K≈ | 2024-07-02 |
| ± net range spans zero | GOOGL | Alphabet Inc. - Class A | Purchases $4K–$60K; sales $14K–$210K | 4 | 14 | −$206K to $46.0K≈ | 2024-07-02 |
| ± net range spans zero | NVDA | NVIDIA Corporation | Purchases $24K–$185K; sales $39K–$235K | 10 | 11 | −$211K to $146K≈ | 2024-07-02 |
| NET SELL | SBUX | Starbucks Corporation | Purchases $1K–$15K; sales $26K–$215K | 1 | 12 | −$214K to −$11.0K net disposal≈ | 2024-08-09 |
| ± net range spans zero | EL | Estee Lauder Companies, Inc. | Purchases $3K–$45K; sales $38K–$220K | 3 | 10 | −$217K to $7.0K≈ | 2023-12-12 |
| ± net range spans zero | PYPL | PayPal Holdings, Inc. | Purchases $21K–$140K; sales $83K–$245K | 7 | 6 | −$224K to $57.0K≈ | 2023-12-12 |
1–20 of 161 tickers
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 32 · transactions: 801 · 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: +21d · rows filed past the STOCK Act's 45-day window: 50
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 | 302 | $722K–$5.5M |
| Services | 180 | $586K–$3.6M |
| Finance, Insurance, and Real Estate | 108 | $269K–$2M |
| Retail Trade | 73 | $115K–$1.2M |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 32 | $32K–$480K |
| Wholesale Trade | 12 | $12K–$180K |
| Construction | 4 | $4K–$60K |
| Mining | 4 | $4K–$60K |
| no ticker disclosed coverage | 60 | Over $12.8M |
| ticker not resolved to an issuer coverage | 26 | $152K–$630K |
| 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 | — | As filed: Seven Bridges Long/Short Equity Fund Series [HN] | partial (partial sale) | $100K–$250K | no ticker | Traded → Filed +8d | |
| BUY | — | As filed: Seven Bridges Multi-Strategy Fund Ltd. [HN] | SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +11d | |
| SELL | — | As filed: Seven Bridges Long/Short Equity Fund Ltd. [HN] | partial · SP (partial sale, spouse-owned) | $15K–$50K | no ticker | Traded → Filed +11d | |
| BUY | — | As filed: Silver Point Distressed Opportunity Institutional Partners II, L.P. [HN] | — | $15K–$50K | no ticker | Traded → Filed +32d | |
| BUY | — | As filed: SB DPC Fund LP [HN] | — | $15K–$50K | no ticker | Traded → Filed +6d | |
| SELL | SBUX | Starbucks Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| SELL | PFE | Pfizer, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| BUY | — | As filed: Seven Bridges Private Equity Opportunities Fund III LP [HN] | — | $15K–$50K | no ticker | Traded → Filed +27d | |
| BUY | — | As filed: Seven Bridges Energy Opportunities Fund III LP [HN] | — | $50K–$100K | no ticker | Traded → Filed +27d | |
| BUY | — | As filed: Seven Bridges Multi-Strategy Fund Ltd. [HN] | SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +15d | |
| SELL | — | As filed: Seven Bridges Long/Short Equity Fund Series [HN] | partial (partial sale) | $500K–$1M | no ticker | Traded → Filed +17d | |
| SELL | — | As filed: Seven Bridges Long/Short Equity Fund Ltd. [HN] | partial · SP (partial sale, spouse-owned) | $100K–$250K | no ticker | Traded → Filed +21d | |
| BUY | LRCX | Lam Research Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | GRMN | Garmin Ltd. | SP (spouse-owned) | $50K–$100K | Traded → Filed +45d | ||
| SELL | AON | Aon plc Class A | partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| BUY | V | Visa Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | V | Visa Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | MSFT | Microsoft Corporation | SP (spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| SELL | GOOGL | Alphabet Inc. - Class A | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | GOOGL | Alphabet Inc. - Class A | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | GOOGL | Alphabet Inc. - Class A | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | HD | Home Depot, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | HD | Home Depot, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | HD | Home Depot, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | APD | Air Products and Chemicals, Inc. | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | APD | Air Products and Chemicals, Inc. | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | AMGN | Amgen Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | CRM | Salesforce, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | CRM | Salesforce, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | CRM | Salesforce, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | PKG | Packaging Corporation of America | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | NVDA | NVIDIA Corporation | partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| BUY | COST | Costco Wholesale Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | NKE | Nike, Inc. | SP (spouse-owned) | $15K–$50K | Traded → Filed +45d | ||
| BUY | ABT | Abbott Laboratories | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | ABT | Abbott Laboratories | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | AON | Aon plc Class A | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | AON | Aon plc Class A | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | SYY | Sysco Corporation | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | QCOM | QUALCOMM Incorporated | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | PG | Procter & Gamble Company | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | AAPL | Apple Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | CB | Chubb Limited | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | CB | Chubb Limited | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| SELL | CB | Chubb Limited | partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | MRK | Merck & Company, Inc. | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | MA | Mastercard Incorporated | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d | ||
| BUY | MA | Mastercard Incorporated | SP (spouse-owned) | $1K–$15K | Traded → Filed +45d |
| Filed | Rows | Receipt |
|---|---|---|
| 2024-11-05 | 3 | |
| 2024-10-05 | 1 | |
| 2024-09-04 | 5 | |
| 2024-08-16 | 71 | |
| 2024-07-06 | 1 | |
| 2024-05-22 | 3 | |
| 2024-05-03 | 1 | |
| 2024-03-04 | 1 | |
| 2024-02-06 | 93 | |
| 2024-01-12 | 23 | |
| 2023-12-06 | 4 | |
| 2023-09-08 | 1 | |
| 2023-08-02 | 1 | |
| 2023-05-19 | 57 | |
| 2023-04-11 | 1 | |
| 2023-01-10 | 8 | |
| 2022-11-10 | 55 | |
| 2022-10-11 | 17 | |
| 2022-09-14 | 79 | |
| 2022-09-11 | 1 | |
| 2022-08-10 | 199 | |
| 2022-07-26 | 2 | |
| 2022-07-07 | 19 | |
| 2022-06-06 | 7 | |
| 2022-05-04 | 6 | |
| 2022-04-07 | 5 | |
| 2022-03-04 | 9 | |
| 2022-02-11 | 59 | |
| 2021-11-05 | 9 | |
| 2021-05-06 | 20 | |
| 2021-03-04 | 2 | |
| 2021-02-04 | 38 |
1–12 of 32 filings
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
No rankable disclosures in the trailing 90 days.
No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 715 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
No tickers disclosed in the trailing 24 months.
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.