Disclosed transactions
1,391 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Tommy Tuberville
Republican — R–AL · U.S. Senate · serving since 2021 · Senate Special Committee on Aging, Senate Committee on Agriculture, Nutrition, and Forestry, Senate Committee on Armed Services, Senate Committee on Health, Education, Labor, and Pensions, Senate Committee on Veterans' Affairs · member ID T000278
- Disclosures
- 1,391
- 45 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.
- −$865K to −$129K
- purchases − sales · an interval
- Distinct tickers
- 288
- across every disclosed row
- Late filings
- 309
- 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, sales $76K–$265K; 25Q2: purchases $50K–$100K, sales $211K–$715K; 25Q3: no purchases, no sales; 25Q4: purchases $45K–$150K, sales $156K–$465K; 26Q1: no purchases, no sales; 26Q2: no purchases, sales $123K–$445K; 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 · 169 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 | ARKK | Ark Innovation ETF | Purchases $103K–$245K; sales $2K–$30K | 5 | 2 | $73.0K to $243K net accumulation | 2024-05-10 |
| NET BUY | ABNFX | The Bond Fd of America Class F-2 Shares | Purchases $65K–$150K; sales — | 2 | 0 | $65.0K to $150K net accumulation≈ | 2024-08-26 |
| NET BUY | BRK-B | Berkshire Hathaway Inc. | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2021-02-03 |
| NET BUY | MUB | iShares National Muni Bond ETF | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2022-08-01 |
| NET BUY | USIG | iShares Broad USD Investment Grade Corporate Bond | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2025-04-15 |
| NET BUY | DHS | Wisdomtree U.S. High Dividend Fund | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-08-01 |
| NET BUY | DTD | Wisdomtree U.S. Total Dividend Fund | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-16 |
| NET BUY | IDV | iShares International Select Dividend ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-08-01 |
| NET BUY | MTUM | iShares MSCI USA Momentum Factor ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-07-16 |
| NET BUY | RSP | Invesco S&P 500 Equal Weight ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-08-01 |
| NET BUY | SDOG | ALPS Sector Dividend Dogs ETF | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2021-01-15 |
| NET BUY | XLP | SPDR Select Sector Fund - Consumer Staples | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-12-17 |
| NET BUY | XLU | SPDR Select Sector Fund - Utilities | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-12-17 |
| NET BUY | XLV | SPDR Select Sector Fund - Health Care | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2025-12-17 |
| NET BUY | XBI | S&P Biotech SPDR | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-05-08 |
| NET BUY | CNR | Cornerstone Building Brands, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-03-29 |
| ± net range spans zero | SQ | As filed: Block, Inc. Class A Common Stock, | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2022-04-11 |
| ± net range spans zero | VCTR | Victory Capital Holdings, Inc. | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-04-03 |
| ± net range spans zero | IEX | IDEX Corporation | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-04-03 |
| FLAT the net range spans zero | ADSK | Autodesk, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 |
| FLAT the net range spans zero | ALGN | Align Technology, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | ALLE | Allegion plc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | AMT | American Tower Corporation (REIT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | APD | Air Products and Chemicals, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | APH | Amphenol Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 |
| FLAT the net range spans zero | ATHM | Autohome Inc. American Depositary Shares, each rep | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 |
| FLAT the net range spans zero | BHP | Bhp Group Plc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 |
| FLAT the net range spans zero | BIO | Bio-Rad Laboratories, Inc. Class A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | BKE | Buckle, Inc. (The) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | BMO | Bank of Montreal | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-03-06 |
| FLAT the net range spans zero | BRO | Brown & Brown, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | CABO | Cable One, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | CCJ | Cameco Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-07 |
| FLAT the net range spans zero | CDNS | Cadence Design Systems, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | CE | Celanese Corporation Celanese Corporation Common S | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | CHE | Chemed Corp | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 |
| FLAT the net range spans zero | CROX | Crocs, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | CRUS | Cirrus Logic, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | DHI | D.R. Horton, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | DIOD | Diodes Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | DQ | As filed: DAQO New Energy Corp. American Depositary Shares, | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | EA | Electronic Arts Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-05 |
| FLAT the net range spans zero | EL | Estee Lauder Companies, Inc. (The) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | ELS | Equity Lifestyle Properties, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | ETSY | Etsy, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | EW | Edwards Lifesciences Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | EXP | Eagle Materials Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | EXR | Extra Space Storage Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-03 |
| FLAT the net range spans zero | FB | Facebook, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-20 |
| FLAT the net range spans zero | GFI | Gold Fields Limited American Depositary Shares | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | GIS | General Mills, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | GLPI | Gaming and Leisure Properties, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | GNRC | Generac Holdlings Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | GOOG | Alphabet Inc. - Class C Capital Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 |
| FLAT the net range spans zero | GSK | Gsk Plc ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | HSY | The Hershey Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | IBM | International Business Machines Corporation Common | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 |
| FLAT the net range spans zero | IT | Gartner, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | KEYS | Keysight Technologies Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 |
| FLAT the net range spans zero | KLAC | KLA Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | LMST | Limestone Bancorp, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | LULU | lululemon athletica inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | MASI | Masimo Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | MDLZ | Mondelez International, Inc. - Class A Common Stoc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-11-22 |
| FLAT the net range spans zero | MKSI | MKS Instruments, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | MSI | Motorola Solutions, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | NDAQ | Nasdaq, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 |
| FLAT the net range spans zero | NOC | Northrop Grumman Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | NSC | Norfolk Southern Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | NXPI | NXP Semiconductors N.V. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | PAC | Grupo Aeroportuario Del Pacifico ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-29 |
| FLAT the net range spans zero | PAM | Pampa Energia S.A. ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 |
| FLAT the net range spans zero | PAYC | Paycom Software, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 |
| FLAT the net range spans zero | QLYS | Qualys, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | QSR | Restaurant Brands International Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 |
| FLAT the net range spans zero | RACE | Ferrari N.V. Common Shares | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-01-19 |
| FLAT the net range spans zero | RELX | Relx Plc ADR | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | RH | RH | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | RRC | Range Resources Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | SCI | Service Corporation International | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | SEIC | SEI Investments Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-05 |
| FLAT the net range spans zero | SIVB | SVB Financial Group | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | SKY | Skyline Champion Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-10-16 |
| FLAT the net range spans zero | SNA | Snap-On Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | SNPS | Synopsys, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | SSD | Simpson Manufacturing Company, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 |
| FLAT the net range spans zero | TEL | Te Connectivity Ltd | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | TER | Teradyne, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | TMO | Thermo Fisher Scientific Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | TREX | Trex Company, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-03 |
| FLAT the net range spans zero | VEEV | Veeva Systems Inc. Class A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | VMW | Vmware, Inc. Common stock, Class A | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | VRTX | Vertex Pharmaceuticals Incorporated | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | WAL | Western Alliance Bancorporation Common Stock (DE) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-09-29 |
| FLAT the net range spans zero | WAT | Waters Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-03 |
| FLAT the net range spans zero | WMS | Advanced Drainage Systems, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-07 |
| FLAT the net range spans zero | WST | West Pharmaceutical Services, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-30 |
| FLAT the net range spans zero | WU | Western Union Company (The) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-04-04 |
| NET SELL | ADI | Analog Devices, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-01-19 |
| NET SELL | APAM | Artisan Partners Asset Management Inc. Class A Com | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-10-26 |
| NET SELL | CARR | Carrier Global Corp | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2025-01-10 |
| NET SELL | CHD | Church & Dwight Company, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| NET SELL | CL | Colgate-Palmolive Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-03-29 |
| NET SELL | COF | Capital One Financial Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-06-09 |
| NET SELL | CP | Canadian Pacific Railway Ltd | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-03-30 |
| NET SELL | CPRT | Copart, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | CVS | CVS Health Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-08-26 |
| NET SELL | EBAY | eBay Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-03-29 |
| NET SELL | FAST | Fastenal Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| NET SELL | FDS | FactSet Research Systems Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | FDSWX | AIG Focused Dividend Strategy Fund Class W | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-05-18 |
| NET SELL | FDX | FedEx Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-25 |
| NET SELL | FLT | FleetCor Technologies, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-03 |
| NET SELL | INFY | Infosys Limited American Depositary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | LRCX | Lam Research Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-01-19 |
| NET SELL | MKTX | MarketAxess Holdings, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| NET SELL | MTD | Mettler-Toledo International, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-03 |
| NET SELL | PAYX | Paychex, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | RTX | Raytheon Technologies Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-14 |
| NET SELL | SOLV | Solventum Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | SPGI | S&P Global Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-03-30 |
| NET SELL | TROW | T. Rowe Price Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| NET SELL | UI | Ubiquiti Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | VRSK | Verisk Analytics, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-05-03 |
| NET SELL | WAB | Westinghouse Air Brake Technologies Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2026-06-09 |
| NET SELL | WIT | Wipro Limited | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| NET SELL | WMT | Walmart Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-14 |
| NET SELL | ZTS | Zoetis Inc. Class A | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-05 |
| ± net range spans zero | KO | Coca-Cola Company (The) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-10-17 |
| ± net range spans zero | MCHP | Microchip Technology Incorporated | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2024-04-03 |
| ± net range spans zero | ODFL | Old Dominion Freight Line, Inc. | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2024-05-03 |
| ± net range spans zero | A | Agilent Technologies, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 |
| ± net range spans zero | AME | AMETEK, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-01-19 |
| ± net range spans zero | CBSH | Commerce Bancshares, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 |
| ± net range spans zero | DECK | Deckers Outdoor Corporation | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 |
| ± net range spans zero | GGG | Graco Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 |
| ± net range spans zero | IDXX | IDEXX Laboratories, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-01-22 |
| ± net range spans zero | MMC | Marsh & McLennan Companies, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-01-22 |
| ± net range spans zero | NFLX | Netflix, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 |
| ± net range spans zero | PHM | PulteGroup, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-04 |
| ± net range spans zero | REGN | Regeneron Pharmaceuticals, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-04 |
| ± net range spans zero | ROK | Rockwell Automation, Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-04 |
| ± net range spans zero | V | Visa Inc. | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-03 |
| ± net range spans zero | ADP | Automatic Data Processing, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-10-16 |
| ± net range spans zero | AON | Aon plc Class A Ordinary Shares (Ireland) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-22 |
| ± net range spans zero | DOW | Dow Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 |
| ± net range spans zero | FTNT | Fortinet, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-04-03 |
| ± net range spans zero | GRMN | Garmin Ltd. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 |
| ± net range spans zero | INTU | Intuit Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-03-30 |
| ± net range spans zero | ITW | Illinois Tool Works Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 |
| ± net range spans zero | JKHY | Jack Henry & Associates, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 |
| ± net range spans zero | MCO | Moody's Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 |
| ± net range spans zero | META | Meta Platforms, Inc. - Class A | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-22 |
| ± net range spans zero | MNST | Monster Beverage Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-22 |
| ± net range spans zero | MRK | Merck & Company, Inc. Common Stock (new) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-10-16 |
| ± net range spans zero | NDSN | Nordson Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-05-03 |
| ± net range spans zero | NTES | Netease Inc ADR | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-04-18 |
| ± net range spans zero | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-03-21 |
| NET SELL | CTVA | Corteva, Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2024-10-29 |
| NET SELL | DVA | Davita Healthcare Partners Inc | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-12-12 |
| NET SELL | VTRS | Viatris Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2022-08-01 |
| ± net range spans zero | CRWD | CrowdStrike Holdings, Inc. - Class A | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-13 |
| ± net range spans zero | NWL | Newell Brands Inc. | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-13 |
| ± net range spans zero | PEGA | Pegasystems Inc. | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-13 |
| ± net range spans zero | XLY | SPDR Select Sector Fund - Consumer Discretionary | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-08-01 |
| ± net range spans zero | GILD | Gilead Sciences Inc | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2024-05-10 |
| ± net range spans zero | MPWR | Monolithic Power Systems, Inc. | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2024-05-03 |
| ± net range spans zero | RMD | ResMed Inc. | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2024-05-03 |
| ± net range spans zero | FGBI | First Gurty Banc | Purchases $6K–$90K; sales $15K–$50K | 6 | 1 | −$44.0K to $75.0K≈ | 2023-11-21 |
| ± net range spans zero | CCL | Carnival Corporation | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2024-04-29 |
| ± net range spans zero | MMM | 3M Company | Purchases $20K–$125K; sales $16K–$65K | 6 | 2 | −$45.0K to $109K≈ | 2024-04-29 |
| ± net range spans zero | CFG | Citizens Financial Group, Inc. | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2024-01-19 |
| ± net range spans zero | VZ | Verizon Communications Inc | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2023-12-26 |
| ± net range spans zero | CSCO | Cisco Systems, Inc. | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-04-03 |
| ± net range spans zero | GNTX | Gentex Corporation | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2024-01-19 |
| ± net range spans zero | RF | Regions Financial Corp | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2023-12-26 |
| ± net range spans zero | AVGO | Broadcom Inc. | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-04-03 |
| ± net range spans zero | DGX | Quest Diagnostics Incorporated | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-01-03 |
| ± net range spans zero | XP | XP Inc. - Class A | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2024-01-19 |
| ± net range spans zero | KR | Kroger Company | Purchases $65K–$150K; sales $51K–$115K | 2 | 2 | −$50.0K to $99.0K≈ | 2023-10-11 |
| ± net range spans zero | GOGL | Golden Ocean Group Limited | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2024-04-30 |
| ± net range spans zero | SBLK | Star Bulk Carriers Corp. - Common Shares | Purchases $50K–$100K; sales $50K–$100K | 1 | 1 | −$50.0K to $50.0K≈ | 2024-04-30 |
| NET SELL | ABC | AmerisourceBergen Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 |
| NET SELL | ABQCX | Ab Bond Fund Inc. - Ab Total Return Bond Portfo | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 |
| NET SELL | ADM | Archer Daniels Midland | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-15 |
| NET SELL | AMD | Advanced Micro Devices, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-01-19 |
| NET SELL | ANET | Arista Networks, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-04-03 |
| NET SELL | ASML | ASML Holding N.V. - New York Registry Shares | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-05-03 |
| NET SELL | BDX | Becton, Dickinson and Company | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 |
| NET SELL | CLOU | Global X Cloud Computing ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 |
| NET SELL | D | Dominion Energy, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 |
| NET SELL | DIS | Walt Disney Company (The) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-12-15 |
| NET SELL | EFAV | iShares MSCI EAFE Min Vol Factor ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 |
| NET SELL | FGSCX | Federated Mdt Mid Cap Growth Fund - C Shares | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 |
| NET SELL | FTBFX | Fidelity Total Bond | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-10-25 |
| NET SELL | FUN | Cedar Fair, L.P. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-13 |
| NET SELL | GD | General Dynamics Corporation | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 |
| NET SELL | GE | General Electric Company | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 |
| NET SELL | GS | Goldman Sachs Group | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-15 |
| NET SELL | IVV | iShares Core S&P 500 ETF | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 |
| NET SELL | JHCBX | John Hancock Bond Fund Cl C | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 |
| NET SELL | NVO | Novo Nordisk A/S | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-01-19 |
| NET SELL | PCNNX | As filed: Pimco Investment Grade Credit Bond Fund Class I- | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 |
| NET SELL | PM | Philip Morris International Inc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 |
| NET SELL | PONCX | Pimco Income Fund Class C | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 |
| NET SELL | PRU | Prudential Financial, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-09-07 |
| NET SELL | SLF | Sun Life Financial Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-01-03 |
| NET SELL | STZ | Constellation Brands Inc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2025-04-15 |
| NET SELL | UA | Under Armour, Inc. Class C | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2021-10-18 |
| NET SELL | UPS | United Parcel Service, Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-08-26 |
| NET SELL | XEL | Xcel Energy Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-01-21 |
| NET SELL | XLC | The Communication Services Select Sector SPDR Fund | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-01 |
| ± net range spans zero | BABA | Alibaba Group Holding Limited American Depositary | Purchases $260K–$600K; sales $111K–$315K | 8 | 6 | −$55.0K to $489K≈ | 2022-01-14 |
| ± net range spans zero | ABBV | AbbVie Inc. | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2024-04-03 |
| ± net range spans zero | BMY | Bristol-Myers Squibb Company | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2025-04-15 |
| ± net range spans zero | MRO | Marathon Oil Corporation | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2023-04-14 |
| ± net range spans zero | FITB | Fifth Third Bancorp | Purchases $4K–$60K; sales $16K–$65K | 4 | 2 | −$61.0K to $44.0K≈ | 2024-05-07 |
| ± net range spans zero | SWKS | Skyworks Solutions, Inc. | Purchases $17K–$80K; sales $17K–$80K | 3 | 3 | −$63.0K to $63.0K≈ | 2024-05-08 |
| ± net range spans zero | QQQ | Invesco QQQ Trust, Series 1 | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2021-12-29 |
| NET SELL | DEO | Diageo Plc ADR | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2025-01-10 |
| ± net range spans zero | PEP | Pepsico Inc | Purchases $15K–$50K; sales $17K–$80K | 1 | 3 | −$65.0K to $33.0K≈ | 2025-10-07 |
| NET SELL | ACN | Accenture Plc | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-03-12 |
| NET SELL | JPM | JP Morgan Chase & Company | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2025-04-15 |
| NET SELL | TSN | Tyson Foods, Inc. | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2023-09-07 |
| NET SELL | UNP | Union Pacific Corporation | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2024-01-03 |
| ± net range spans zero | WBA | Walgreens Boots Alliance, Inc. | Purchases $34K–$160K; sales $50K–$100K | 6 | 1 | −$66.0K to $110K≈ | 2024-04-30 |
| ± net range spans zero | LSCC | Lattice Semiconductor Corporation | Purchases $5K–$75K; sales $17K–$80K | 5 | 3 | −$75.0K to $58.0K≈ | 2024-05-07 |
| ± net range spans zero | TSLA | Tesla, Inc. | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2023-10-17 |
| ± net range spans zero | KEY | Keycorp | Purchases $35K–$175K; sales $51K–$115K | 7 | 2 | −$80.0K to $124K≈ | 2024-05-09 |
| NET SELL | FCX | Freeport-McMoRan Inc. | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2021-05-24 |
| NET SELL | ORCL | Oracle Corporation | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2025-10-07 |
| NET SELL | TSCO | Tractor Supply Company | Purchases —; sales $17K–$80K | 0 | 3 | −$80.0K to −$17.0K net disposal≈ | 2026-06-08 |
| ± net range spans zero | UAA | Under Armour | Purchases $17K–$80K; sales $30K–$100K | 3 | 2 | −$83.0K to $50.0K≈ | 2023-12-19 |
| ± net range spans zero | HPQ | HP Inc. | Purchases $30K–$100K; sales $31K–$115K | 2 | 3 | −$85.0K to $69.0K≈ | 2023-10-31 |
| ± net range spans zero | EVT | Eaton Vance Tax Advantaged Dividend Income Fund Co | Purchases $15K–$50K; sales $50K–$100K | 1 | 1 | −$85.0K to $0≈ | 2022-06-17 |
| ± net range spans zero | PFE | Pfizer, Inc. | Purchases $4K–$60K; sales $30K–$100K | 4 | 2 | −$96.0K to $30.0K≈ | 2026-06-08 |
| ± net range spans zero | AMGN | Amgen Inc | Purchases $2K–$30K; sales $30K–$100K | 2 | 2 | −$98.0K to $0≈ | 2025-04-15 |
| ± net range spans zero | XOM | Exxon Mobil Corporation | Purchases $50K–$100K; sales $65K–$150K | 1 | 2 | −$100K to $35.0K≈ | 2024-04-30 |
| NET SELL | AWK | American Water Works Company, Inc. | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2026-06-08 |
| NET SELL | LMT | Lockheed Martin Corporation | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2026-06-08 |
| NET SELL | MCD | McDonald's Corporation | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-10-29 |
| NET SELL | MDT | Medtronic plc. | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-08-26 |
| NET SELL | NEE | NextEra Energy, Inc. | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2026-06-08 |
| NET SELL | TRV | The Travelers Companies, Inc. | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2024-10-29 |
| NET SELL | DG | Dollar General Corporation | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-01-04 |
| NET SELL | EIBLX | Eaton Vance Floating Rate Fund Insti Share | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2024-08-26 |
| NET SELL | TDY | Teledyne Technologies Incorporated | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-01-13 |
| NET SELL | WY | Weyerhaeuser Company | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2021-01-04 |
| NET SELL | CTAS | Cintas Corporation | Purchases $1K–$15K; sales $31K–$115K | 1 | 3 | −$114K to −$16.0K net disposal≈ | 2024-05-03 |
| ± net range spans zero | CALX | Calix, Inc | Purchases $2K–$30K; sales $8K–$120K | 2 | 8 | −$118K to $22.0K≈ | 2021-10-18 |
| ± net range spans zero | AMAT | Applied Materials, Inc. | Purchases $18K–$95K; sales $21K–$140K | 4 | 7 | −$122K to $74.0K≈ | 2024-04-04 |
| NET SELL | HON | Honeywell International Inc. | Purchases $1K–$15K; sales $32K–$130K | 1 | 4 | −$129K to −$17.0K net disposal≈ | 2024-10-29 |
| NET SELL | JNJ | Johnson & Johnson | Purchases $1K–$15K; sales $32K–$130K | 1 | 4 | −$129K to −$17.0K net disposal≈ | 2024-10-29 |
| ± net range spans zero | HUMA | Humacyte, Inc. | Purchases $50K–$225K; sales $67K–$180K | 8 | 4 | −$130K to $158K≈ | 2024-05-03 |
| NET SELL | MA | Mastercard Incorporated | Purchases —; sales $32K–$130K | 0 | 4 | −$130K to −$32.0K net disposal≈ | 2026-06-08 |
| ± net range spans zero | OC | Owens Corning Inc | Purchases $15K–$50K; sales $45K–$150K | 1 | 3 | −$135K to $5.0K≈ | 2025-10-07 |
| ± net range spans zero | SSYS | Stratasys, Ltd. | Purchases $83K–$245K; sales $58K–$220K | 6 | 9 | −$137K to $187K≈ | 2022-08-26 |
| NET SELL | GOOGL | Alphabet Cl A | Purchases $1K–$15K; sales $33K–$145K | 1 | 5 | −$144K to −$18.0K net disposal≈ | 2025-12-17 |
| ± net range spans zero | NVDA | NVIDIA Corporation | Purchases $17K–$80K; sales $46K–$165K | 3 | 4 | −$148K to $34.0K≈ | 2024-04-30 |
| ± net range spans zero | ATVI | Activision Blizzard, Inc | Purchases $100K–$250K; sales $100K–$250K | 1 | 1 | −$150K to $150K≈ | 2023-04-26 |
| NET SELL | DUK | Duke Energy Corporation (Holding Company) | Purchases —; sales $45K–$150K | 0 | 3 | −$150K to −$45.0K net disposal≈ | 2026-06-08 |
| NET SELL | CSX | CSX Corporation | Purchases $1K–$15K; sales $47K–$180K | 1 | 5 | −$179K to −$32.0K net disposal≈ | 2026-06-08 |
| ± net range spans zero | SCCO | Southern Copper Corporation | Purchases $103K–$295K; sales $103K–$295K | 4 | 4 | −$192K to $192K≈ | 2024-01-22 |
| ± net range spans zero | LPX | Louisiana-Pacific Corporation | Purchases $101K–$265K; sales $103K–$295K | 2 | 4 | −$194K to $162K≈ | 2023-10-11 |
| ± net range spans zero | NU | Nu Holdings Ltd Cl A | Purchases $51K–$240K; sales $100K–$250K | 9 | 1 | −$199K to $140K≈ | 2023-10-11 |
| ± net range spans zero | PARA | Paramount Global Cl B | Purchases $80K–$200K; sales $102K–$280K | 3 | 3 | −$200K to $98.0K≈ | 2024-05-10 |
| NET SELL | PG | Procter & Gamble Company (The) | Purchases $2K–$30K; sales $37K–$205K | 2 | 9 | −$203K to −$7.0K net disposal≈ | 2026-06-08 |
| ± net range spans zero | CVX | Chevron Corporation | Purchases $154K–$410K; sales $119K–$360K | 6 | 6 | −$206K to $291K≈ | 2024-05-07 |
| ± net range spans zero | SSBK | Southern States Bancshares, Inc. | Purchases $100K–$200K; sales $76K–$315K | 2 | 13 | −$215K to $124K≈ | 2024-04-30 |
| NET SELL | LLY | Eli Lilly and Company | Purchases —; sales $61K–$215K | 0 | 5 | −$215K to −$61.0K net disposal≈ | 2025-04-15 |
| ± net range spans zero | ADBE | Adobe Inc. | Purchases $16K–$65K; sales $52K–$255K | 2 | 10 | −$239K to $13.0K≈ | 2024-10-29 |
| NET SELL | BRK.B | Berkshire Hathaway Inc. New | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2022-06-17 |
| NET SELL | ONEQ | Fidelity Nasdaq Composite Index ETF | Purchases —; sales $100K–$250K | 0 | 1 | −$250K to −$100K net disposal≈ | 2021-01-04 |
| ± net range spans zero | GOLD | Barrick Gold Corp | Purchases $187K–$505K; sales $170K–$475K | 12 | 8 | −$288K to $335K≈ | 2024-05-08 |
| ± net range spans zero | KMB | Kimberly-Clark Corporation | Purchases $96K–$265K; sales $133K–$395K | 5 | 6 | −$299K to $132K≈ | 2024-10-29 |
| ± net range spans zero | TXN | Texas Instruments Incorporated | Purchases $170K–$475K; sales $181K–$540K | 8 | 13 | −$370K to $294K≈ | 2025-01-10 |
| ± net range spans zero | INTC | Intel Corp | Purchases $599K–$1.5M; sales $341K–$1M | 14 | 16 | −$416K to $1.2M≈ | 2024-05-13 |
| ± net range spans zero | F | Ford Motor Company | Purchases $235K–$675K; sales $247K–$680K | 9 | 7 | −$445K to $428K≈ | 2023-08-14 |
| ± net range spans zero | CLX | Clorox Company | Purchases $202K–$530K; sales $217K–$655K | 4 | 13 | −$453K to $313K≈ | 2024-04-29 |
| ± net range spans zero | OXY | Occidental Petroleum Corporation | Purchases $82K–$230K; sales $135K–$550K | 5 | 23 | −$468K to $95.0K≈ | 2024-04-30 |
| ± net range spans zero | AA | Alcoa Corporation | Purchases $132K–$380K; sales $234K–$610K | 5 | 9 | −$478K to $146K≈ | 2021-10-18 |
| ± net range spans zero | QCOM | QUALCOMM Incorporated | Purchases $721K–$1.7M; sales $708K–$1.6M | 13 | 14 | −$874K to $1.0M≈ | 2024-04-29 |
| ± net range spans zero | PYPL | Paypal Holdings | Purchases $1.4M–$3.1M; sales $904K–$2.4M | 17 | 31 | −$911K to $2.2M≈ | 2025-04-15 |
| ± net range spans zero | ECOM | ChannelAdvisor Corporation | Purchases $314K–$860K; sales $546K–$1.3M | 11 | 19 | −$1.0M to $314K≈ | 2022-09-07 |
| ± net range spans zero | MSFT | Microsoft Corp | Purchases $519K–$1.1M; sales $621K–$1.6M | 7 | 20 | −$1.1M to $489K≈ | 2025-10-07 |
| ± net range spans zero | X | United States Steel Corp | Purchases $604K–$1.6M; sales $589K–$1.8M | 10 | 42 | −$1.2M to $971K≈ | 2023-11-07 |
| NET SELL | AAPL | Apple Inc | Purchases $2K–$30K; sales $503K–$1.2M | 2 | 16 | −$1.2M to −$473K net disposal≈ | 2025-12-17 |
| ± net range spans zero | CLF | Cleveland-Cliffs Inc | Purchases $799K–$2.1M; sales $747K–$2.5M | 33 | 65 | −$1.7M to $1.4M≈ | 2024-05-13 |
1–20 of 288 tickers
Trading profile
VS SENATE MEDIAN · TICK = MEDIAN · 69 MEMBERS- median days between trade date and filing date, over rows that disclose both
- +35dslower than chamber — median +28d
- machine-readable transaction rows per distinct source filing
- 31far above median — median 3.0
- 68%small-lot profile — median 59%
- 40%below median — median 49%
- 13%family accounts — median 27%
distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 45 · transactions: 1,391 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $324K–$1.1M · median days between trade date and filing date, over rows that disclose both: +35d · rows filed past the STOCK Act's 45-day window: 309
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 | 518 | $6.8M–$21.8M |
| Services | 195 | $4.4M–$11.7M |
| Mining | 146 | $2M–$6.2M |
| Finance, Insurance, and Real Estate | 83 | $553K–$2.3M |
| Transportation, Communications, Electric, Gas, and Sanitary Services | 53 | $361K–$1.5M |
| Wholesale Trade | 22 | $359K–$1M |
| Retail Trade | 20 | $223K–$695K |
| Construction | 6 | $6K–$90K |
| Agriculture, Forestry, and Fishing | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 175 | $3.5M–$9.9M |
| no ticker disclosed coverage | 169 | $542K–$3.4M |
| issuer has no SIC on record coverage | 2 | $65K–$150K |
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
1,391 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 | XLP | SPDR Select Sector Fund - Consumer Staples | — | $15K–$50K | amendment pending | Traded → Filed LATE·231d | |
| BUY | XLV | SPDR Select Sector Fund - Health Care | — | $15K–$50K | amendment pending | Traded → Filed LATE·231d | |
| BUY | XLU | SPDR Select Sector Fund - Utilities | — | $15K–$50K | amendment pending | Traded → Filed LATE·231d | |
| SELL | GOOGL | Alphabet Cl A | partial (partial sale, member-owned) | $1K–$15K | amendment pending | Traded → Filed LATE·231d | |
| SELL | AAPL | Apple Inc | partial (partial sale, member-owned) | $50K–$100K | amendment pending | Traded → Filed LATE·231d | |
| SELL | OC | Owens Corning Inc | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| SELL | MSFT | Microsoft Corp | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| SELL | PEP | Pepsico Inc | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| SELL | AAPL | Apple Inc | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| SELL | GOOGL | Alphabet Inc. - Class A | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| SELL | ORCL | Oracle Corporation | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·302d | |
| SELL | — | BIRMINGHAM ALA GO WTS SER. 2018 B | JT (jointly owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·302d | |
| SELL | DUK | Duke Energy Corp | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | BMY | Bristol-Myers Squibb Company | — | $1K–$15K | amendment pending | Traded → Filed LATE·477d | |
| SELL | JPM | JP Morgan Chase & Company | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | GS | Goldman Sachs Group | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | LLY | Eli Lilly and Company | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | ADM | Archer Daniels Midland | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | MA | Mastercard Inc | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | — | Qualcomm Inc | JT (jointly owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·477d | |
| SELL | AAPL | Apple Inc | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | STZ | Constellation Brands Inc | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | PYPL | Paypal Holdings | — | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | MSFT | Microsoft Corp | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | CSX | CSX Corp | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | GOOGL | Alphabet Cl A | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| SELL | AMGN | Amgen Inc | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·477d | |
| BUY | USIG | iShares Broad USD Investment Grade Corporate Bond | — | $50K–$100K | amendment pending | Traded → Filed LATE·477d | |
| SELL | CARR | Carrier Global Corp | JT (jointly owned) | $1K–$15K | amendment pending | Traded → Filed LATE·572d | |
| SELL | TXN | Texas Instruments Incorporated | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| SELL | AAPL | Apple Inc | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| SELL | MSFT | Microsoft Corp | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| SELL | DEO | Diageo Plc ADR | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| SELL | TSCO | Tractor Supply Company | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·572d | |
| SELL | TRV | The Travelers Companies, Inc. | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | JNJ | Johnson & Johnson | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | — | Otis Worldwide Corporation | JT (jointly owned) | $1K–$15K | amendment pendingno ticker | Traded → Filed LATE·645d | |
| SELL | ADBE | Adobe Inc. | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | KMB | Kimberly-Clark Corporation | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | CTVA | Corteva, Inc. | JT (jointly owned) | $1K–$15K | amendment pending | Traded → Filed LATE·645d | |
| SELL | MCD | McDonald's Corporation | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | — | Nestle ADR | JT (jointly owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·645d | |
| SELL | HON | Honeywell International Inc. | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | MSFT | Microsoft Corporation | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | OC | Owens Corning Inc Common Stock New | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | AAPL | Apple Inc. | partial · JT (partial sale, jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | TRV | The Travelers Companies, Inc. | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | JNJ | Johnson & Johnson | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d | |
| SELL | — | Otis Worldwide Corporation | JT (jointly owned) | $1K–$15K | amendment pendingno ticker | Traded → Filed LATE·645d | |
| SELL | ADBE | Adobe Inc. | JT (jointly owned) | $15K–$50K | amendment pending | Traded → Filed LATE·645d |
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 1,391 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-05 | 5 | |
| 2026-08-05 | 7 | |
| 2026-08-05 | 16 | |
| 2026-08-05 | 6 | |
| 2026-08-05 | 12 | |
| 2026-08-05 | 12 | |
| 2026-08-05 | 6 | |
| 2026-08-05 | 94 | |
| 2026-08-05 | 19 | |
| 2026-07-16 | 11 | |
| 2024-05-15 | 71 | |
| 2024-03-15 | 8 | |
| 2024-02-14 | 60 | |
| 2024-01-12 | 15 | |
| 2023-12-15 | 13 | |
| 2023-11-16 | 87 | |
| 2023-10-13 | 25 | |
| 2023-09-15 | 19 | |
| 2023-08-14 | 33 | |
| 2023-07-14 | 43 | |
| 2023-06-15 | 50 | |
| 2023-05-12 | 76 | |
| 2023-04-12 | 17 | |
| 2023-03-14 | 2 | |
| 2023-02-14 | 24 | |
| 2023-01-13 | 24 | |
| 2022-12-14 | 22 | |
| 2022-11-10 | 69 | |
| 2022-10-12 | 12 | |
| 2022-09-15 | 37 | |
| 2022-08-15 | 8 | |
| 2022-07-13 | 37 | |
| 2022-06-13 | 7 | |
| 2022-05-13 | 10 | |
| 2022-04-08 | 65 | |
| 2022-03-11 | 25 | |
| 2022-02-14 | 65 | |
| 2022-01-12 | 13 | |
| 2021-12-10 | 23 | |
| 2021-11-10 | 24 | |
| 2021-10-15 | 34 | |
| 2021-09-08 | 17 | |
| 2021-08-13 | 30 | |
| 2021-07-23 | 132 | |
| 2021-07-16 | 6 |
1–12 of 45 filings
Signals
all signals ↗| Ticker | What | Kind | Filed | Size | Src |
|---|---|---|---|---|---|
| CARR | Joint: Sale of Carrier Global Corp | 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 | 2026-08-05 | $1.0K–$15.0K | |
| STZ | Joint: Sale of Constellation Brands Inc | 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 | 2026-08-05 | $15.0K–$50.0K | |
| EIBLX | Sale of Eaton Vance Floating Rate Fund Insti Share Other | 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 | 2026-08-05 | $50.0K–$100K | |
| ASML | Joint: Sale of ASML Holding N.V. - New York Registry Shares | 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 | 2026-08-05 | $15.0K–$50.0K | |
| MCD | Joint: Sale of McDonald's 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 | 2026-08-05 | $15.0K–$50.0K | |
| JPM | Joint: Partial sale of JP Morgan Chase & Co. | 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 | 2026-08-05 | $1.0K–$15.0K | |
| UI | Joint: Sale of Ubiquiti Inc. | 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 | 2026-08-05 | $1.0K–$15.0K | |
| GS | Joint: Partial sale of Goldman Sachs Group | 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 | 2026-08-05 | $15.0K–$50.0K | |
| FDS | Joint: Sale of FactSet Research Systems Inc. | 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 | 2026-08-05 | $1.0K–$15.0K | |
| SOLV | Joint: Sale of Solventum 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 | 2026-08-05 | $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 |
|---|---|---|---|---|
| 2026-08-05 | INTC | SELL | $100K–$250K | |
| 2026-08-05 | CLF | SELL | $100K–$250K | |
| 2026-08-05 | INTC | SELL | $100K–$250K | |
| 2026-08-05 | CLF | SELL | $100K–$250K | |
| 2026-08-05 | INTC | SELL | $100K–$250K |
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 Special Committee on Aging · Senate Committee on Agriculture, Nutrition, and Forestry · Senate Committee on Armed Services · Senate Committee on Health, Education, Labor, and Pensions · Senate Committee on Veterans' Affairs
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2025-12-17 | AAPL | Manufacturing | Senate Committee on Armed Services | |
| 2025-10-07 | OC | Manufacturing | Senate Committee on Armed Services | |
| 2025-10-07 | PEP | Manufacturing | Senate Committee on Armed Services | |
| 2025-10-07 | AAPL | Manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | BMY | Manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | LLY | Manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | ADM | Manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | AAPL | Manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | STZ | Manufacturing | Senate Committee on Armed Services | |
| 2025-04-15 | AMGN | Manufacturing | Senate Committee on Armed Services | |
| 2025-01-10 | CARR | Manufacturing | Senate Committee on Armed Services | |
| 2025-01-10 | TXN | Manufacturing | Senate Committee on Armed Services |
1,007 trades predate the membership snapshot's validity window — unanswerable, not cleared · 20 trades touch committees outside the jurisdiction mapping (SPAG, SSHR, SSVA) — unanswerable there, 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| 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 |
|---|---|---|---|
| AAPL | 6 | $125K–$350K§ | 2025-12 |
| MSFT | 5 | $75K–$250K§ | 2025-10 |
| GOOGL | 3 | $31K–$115K§ | 2025-12 |
| OC | 3 | $45K–$150K§ | 2025-10 |
| ADBE | 2 | $30K–$100K§ | 2024-10 |
| CSX | 2 | $30K–$100K§ | 2026-06 |
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.