Ed Whitfield

Republican — R–KY-1 · U.S. House · serving since 1995 · member ID W000413
Disclosures
154
31 filings · 4 paper · retained
Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.
—
purchases − sales · an interval
Distinct tickers
72
across every disclosed row
Late filings
11
filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗ · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges

No disclosed purchases or sales were traded in the chart window, 25Q1–26Q4 (2025-01-01 through 2026-10-01, the build date). Most recent disclosed trade: 2016-07-12 — the full history is in the tables below.

gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD

Net disclosed flow by ticker

PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 8 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Ed Whitfield
NetTickerThe 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 zeroBuysSellsnet 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 BUYAMZNAs filed: amazon.com, Inc. (aMZN)Purchases $4K–$60K; sales —40$4.0K to $60.0K net accumulation2016-02-08
NET BUYDEAEasterly government Properties, Inc.Purchases $4K–$60K; sales —40$4.0K to $60.0K net accumulation≈2016-07-12
NET BUYGEAs filed: general Electric Company (gE)Purchases $4K–$60K; sales —40$4.0K to $60.0K net accumulation≈2016-05-05
NET BUYWFCWells Fargo & CompanyPurchases $4K–$60K; sales —40$4.0K to $60.0K net accumulation≈2016-01-15
NET BUYAIRMAs filed: air Methods Corporation (aIRM)Purchases $3K–$45K; sales —30$3.0K to $45.0K net accumulation≈2016-05-04
NET BUYCOSTAs filed: Costco Wholesale Corporation (COsT)Purchases $3K–$45K; sales —30$3.0K to $45.0K net accumulation≈2016-05-06
NET BUYGILDAs filed: gilead sciences, Inc. (gIlD)Purchases $3K–$45K; sales —30$3.0K to $45.0K net accumulation≈2015-09-22
NET BUYIPInternational Paper CompanyPurchases $3K–$45K; sales —30$3.0K to $45.0K net accumulation≈2016-01-28
NET BUYAVGOAs filed: Broadcom limited - Ordinary shares (aVgO)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2016-05-19
NET BUYCBIChicago Bridge & Iron Company N.V.Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2014-09-25
NET BUYDEODiageo plcPurchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2014-07-25
NET BUYEGBNAs filed: Eagle Bancorp, Inc. (EgBN)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2015-12-11
NET BUYGOOGLAs filed: alphabet Inc. - Class a (gOOgl)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2016-02-08
NET BUYINGRAs filed: Ingredion Incorporated (INgR)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2014-09-25
NET BUYKRKroger CompanyPurchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2015-09-22
NET BUYNXPINXP semiconductors N.V.Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2016-05-12
NET BUYPFFishares us Preferred stock ETFPurchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2014-07-30
NET BUYSJMAs filed: J.M. smucker Company (sJM)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2014-07-31
NET BUYUTXAs filed: united Technologies Corporation (uTX)Purchases $2K–$30K; sales —20$2.0K to $30.0K net accumulation≈2016-01-07
NET BUYABCAs filed: amerisourceBergen Corporation (aBC)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-04-07
NET BUYAEPAs filed: american Electric Power Company, Inc. (aEP)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-01-20
NET BUYAGNAs filed: allergan plc Ordinary shares (agN)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-05-06
NET BUYAMRIAs filed: albany Molecular Research, Inc. (aMRI)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-08-04
NET BUYAPUAs filed: amerigas Partners, l.P. (aPu)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-07-29
NET BUYCOFAs filed: Capital one Financial Corporation (CoF)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-11-09
NET BUYCYTCytec Industries Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-04-27
NET BUYDISCKAs filed: Discovery Communications, Inc. - series C (DIsCK)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-10-01
NET BUYGOOGAs filed: alphabet Inc. - Class C Capital stock (gOOg)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-12-03
NET BUYIEMGAs filed: ishares Core MsCI Emerging Markets ETF (IEMg)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-09-25
NET BUYINCYIncyte CorporationPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-09-22
NET BUYLHAs filed: laboratory Corporation of america Holdings (lH)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-08-04
NET BUYLOAs filed: lorillard, Inc (lO)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-05-22
NET BUYMSFTAs filed: Microsoft Corporation (MsFT)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-01-15
NET BUYMUAs filed: Micron Technology, Inc. (Mu)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-12-30
NET BUYNOWserviceNow, Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-05-06
NET BUYPCPPrecision Castparts CorporationPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-06-22
NET BUYPYPLAs filed: PayPal Holdings, Inc. (PYPl)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-02-09
NET BUYSLBAs filed: schlumberger N.V. (slB)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-09-22
NET BUYTMUSAs filed: T-Mobile us, Inc. (TMus)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-06-04
NET BUYVVisa Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2016-03-22
NET BUYVCVisteon CorporationPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-12-11
NET BUYVODPDAs filed: Vodafone group Plc Ordinary shares (VODPD)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-04-07
NET BUYVTRVentas, Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2015-08-04
NET BUYVUGAs filed: Vanguard growth ETF - DNQ (Vug)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-04-08
NET BUYVXUSAs filed: Vanguard Total International stock ETF (VXus)Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2014-04-08
± net range spans zeroLBTYAAs filed: liberty global plc - Class a Ordinary shares (lBTYa)Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K≈2015-07-21
± net range spans zeroLILAAs filed: Liberty global plc - Class A ordinary shares (LILA)Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K≈2016-07-01
± net range spans zeroLLYAs filed: Eli lilly and Company (llY)Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K≈2016-03-16
FLAT the net range spans zeroLBRDAAs filed: liberty Broadband Corporation - Class a (lBRDa)Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2015-12-11
FLAT the net range spans zeroLMCAAs filed: liberty Media Corporation - series a (lMCa)Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2015-12-11
FLAT the net range spans zeroMMM3M CompanyPurchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2016-01-19
FLAT the net range spans zeroPETMPetsmart, IncPurchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2015-03-10
FLAT the net range spans zeroUSB$NAs filed: us Bancorp Del DEPOsITaRY sH s g (usB$N)Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2015-04-28
± net range spans zeroCATAs filed: Caterpillar, Inc. (CaT)Purchases $15K–$50K; sales $2K–$30K12−$15.0K to $48.0K≈2015-12-29
NET SELLAEMAs filed: agnico Eagle Mines limited (aEM)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-04-30
NET SELLAMATAs filed: applied Materials, Inc. (aMaT)Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-04-27
NET SELLCHTRCharter Communications, Inc. - Class APurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2016-07-07
NET SELLTMKTorchmark CorporationPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2015-03-23
NET SELLVOOVanguard s&P 500 ETFPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-04-08
NET SELLVZVerizon Communications Inc.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2014-05-30
± net range spans zeroMSGAs filed: The Madison square garden Company Class a Common stock (Msg)Purchases $4K–$60K; sales $2K–$30K42−$26.0K to $58.0K≈2016-02-08
± net range spans zeroBIIBBiogen Inc.Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K≈2016-06-03
± net range spans zeroDISAs filed: Walt Disney Company (DIs)Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K≈2016-04-11
NET SELLCSCOAs filed: Cisco systems, Inc. (CsCO)Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2015-02-13
NET SELLDOMDominion Resources Black Warrior TrustPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2014-06-13
NET SELLTWCTime Warner Cable IncPurchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal≈2016-03-16
± net range spans zeroLBRDKAs filed: liberty Broadband Corporation - Class C (lBRDK)Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K≈2016-02-22
± net range spans zeroWBAAs filed: Walgreens Boots alliance, Inc. (WBa)Purchases $3K–$45K; sales $15K–$50K31−$47.0K to $30.0K≈2016-05-19
NET SELLLLTIAs filed: laserlock Technologies, Inc. (llTI)Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal≈2013-09-16
NET SELLSJTAs filed: san Juan Basin Royalty Trust (sJT)Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal≈2014-09-18
± net range spans zeroLMCKAs filed: liberty Media Corporation - series C (lMCK)Purchases $1K–$15K; sales $4K–$60K14−$59.0K to $11.0K≈2016-03-11
± net range spans zeroPMPhilip Morris International IncPurchases $3K–$45K; sales $30K–$100K32−$97.0K to $15.0K≈2015-11-24

1–20 of 72 tickers

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS
median days between trade date and filing date, over rows that disclose both
+29.5dslower than chamber — median +28d
machine-readable transaction rows per distinct source filing
5.7above median — median 3.2
rows whose disclosed bracket tops out at $15,000
92%small-lot profile — median 69%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars
69%above median — median 47%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
8%family accounts — median 97%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 31 · transactions: 154 · 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: +30d · rows filed past the STOCK Act's 45-day window: 11

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 mix

taxonomy v1 · SIC as of 2026-10-01
Disclosed transactions by issuer sector
SectorTradesFlow range
Manufacturing43$85K–$750K
Services14$14K–$210K
Finance, Insurance, and Real Estate13$27K–$230K
Transportation, Communications, Electric, Gas, and Sanitary Services10$10K–$150K
Retail Trade9$9K–$135K
Mining2$2K–$30K
ticker not resolved to an issuer coverage55$83K–$895K
no ticker disclosed coverage8$282K–$680K
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

154 rows · filed date desc · as of 2026-10-01 13:54 UTC
All disclosed transactions for Ed Whitfield
KindTickerThe 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 ↗RangeAmount rangeTraded → FiledSource
BUYDEAEasterly government Properties, Inc.—$1K–$15KTraded → Filed +31d
SELLCHTRCharter Communications, Inc. - Class ASP (spouse-owned)$1K–$15KTraded → Filed +36d
BUYLILAAs filed: Liberty global plc - Class A ordinary shares (LILA)SP (spouse-owned)$1K–$15KTraded → Filed +42d
SELLLMCKAs filed: liberty Media Corporation - series C (lMCK)SP (spouse-owned)$1K–$15KTraded → Filed LATE·146d
SELLLBRDKAs filed: liberty Broadband Corporation - Class C (lBRDK)SP (spouse-owned)$1K–$15KTraded → Filed LATE·164d
SELLLMCKAs filed: liberty Media Corporation - series C (lMCK)SP (spouse-owned)$1K–$15KTraded → Filed LATE·177d
SELLMSGAs filed: The Madison square garden Company Class a Common stock (Msg)SP (spouse-owned)$1K–$15KTraded → Filed LATE·254d
BUYLBRDKAs filed: liberty Broadband Corporation - Class C (lBRDK)SP (spouse-owned)$1K–$15KTraded → Filed LATE·765d
BUYLMCAAs filed: liberty Media Corporation - series a liberty Media (lMCa)SP (spouse-owned)$1K–$15KTraded → Filed LATE·765d
BUYLBRDAAs filed: liberty Broadband Corporation - Class a (lBRDa)SP (spouse-owned)$1K–$15KTraded → Filed LATE·765d
BUYLILAAs filed: liberty global plc - Class a Ordinary shares (lIla)SP (spouse-owned)$1K–$15KTraded → Filed LATE·765d
BUYLMCKAs filed: liberty Media Corporation - series C liberty Media (lMCK)SP (spouse-owned)$1K–$15KTraded → Filed LATE·765d
SELLBIIBBiogen Inc.SP (spouse-owned)$1K–$15KTraded → Filed +42d
BUYWBAAs filed: Walgreens Boots alliance, Inc. (WBa)SP (spouse-owned)$1K–$15KTraded → Filed +26d
BUYAVGOAs filed: Broadcom limited - Ordinary shares (aVgO)SP (spouse-owned)$1K–$15KTraded → Filed +26d
BUYNXPINXP semiconductors N.V.SP (spouse-owned)$1K–$15KTraded → Filed +33d
BUYAGNAs filed: allergan plc Ordinary shares (agN)SP (spouse-owned)$1K–$15KTraded → Filed +39d
BUYNOWserviceNow, Inc.SP (spouse-owned)$1K–$15KTraded → Filed +39d
BUYCOSTAs filed: Costco Wholesale Corporation (COsT)SP (spouse-owned)$1K–$15KTraded → Filed +39d
BUYNXPINXP semiconductors N.V.SP (spouse-owned)$1K–$15KTraded → Filed +40d
BUYGEAs filed: general Electric Company (gE)SP (spouse-owned)$1K–$15KTraded → Filed +40d
BUYAIRMAs filed: air Methods Corporation (aIRM)SP (spouse-owned)$1K–$15KTraded → Filed +41d
SELLBIIBBiogen Inc.SP (spouse-owned)$1K–$15KTraded → Filed +27d
SELLDISAs filed: Walt Disney Company (DIs)SP (spouse-owned)$1K–$15KTraded → Filed +29d
BUYVVisa Inc.SP (spouse-owned)$1K–$15KTraded → Filed +20d
SELLTWCTime Warner Cable IncSP (spouse-owned)$1K–$15KTraded → Filed +26d
SELLLLYAs filed: Eli lilly and Company (llY)SP (spouse-owned)$1K–$15KTraded → Filed +26d
SELLLMCKAs filed: liberty Media Corporation - series C (lMCK)SP (spouse-owned)$1K–$15KTraded → Filed +31d
SELLTWCTime Warner Cable IncSP (spouse-owned)$1K–$15KTraded → Filed +31d
SELLWBAAs filed: Walgreens Boots alliance, Inc. (WBa)SP (spouse-owned)$15K–$50KTraded → Filed +17d
SELLDISAs filed: Walt Disney Company (DIs)SP (spouse-owned)$1K–$15KTraded → Filed +17d
SELLLBRDKAs filed: liberty Broadband Corporation - Class C (lBRDK)SP (spouse-owned)$1K–$15KTraded → Filed +17d
BUYPYPLAs filed: PayPal Holdings, Inc. (PYPl)SP (spouse-owned)$1K–$15KTraded → Filed +30d
SELLLMCKAs filed: liberty Media Corporation - series C (lMCK)SP (spouse-owned)$1K–$15KTraded → Filed +30d
BUYAMZNAs filed: amazon.com, Inc. (aMZN)SP (spouse-owned)$1K–$15KTraded → Filed +31d
BUYMSGAs filed: The Madison square garden Company Class a Common stock (Msg)SP (spouse-owned)$1K–$15KTraded → Filed +31d
BUYGOOGLAs filed: alphabet Inc. - Class a (gOOgl)SP (spouse-owned)$1K–$15KTraded → Filed +31d
BUYBIIBBiogen Inc.SP (spouse-owned)$1K–$15KTraded → Filed +35d
BUYGOOGLAs filed: alphabet Inc. - Class a (gOOgl)SP (spouse-owned)$1K–$15KTraded → Filed +35d
BUYLLYAs filed: Eli lilly and Company (llY)SP (spouse-owned)$1K–$15KTraded → Filed +35d
BUYAMZNAs filed: amazon.com, Inc. (aMZN)SP (spouse-owned)$1K–$15KTraded → Filed +4d
BUYLLYAs filed: Eli lilly and Company (llY)SP (spouse-owned)$1K–$15KTraded → Filed +5d
BUYIPInternational Paper CompanySP (spouse-owned)$1K–$15KTraded → Filed +5d
BUYCOSTAs filed: Costco Wholesale Corporation (COsT)SP (spouse-owned)$1K–$15KTraded → Filed +7d
BUYWBAAs filed: Walgreens Boots alliance, Inc. (WBa)SP (spouse-owned)$1K–$15KTraded → Filed +8d
BUYBIIBBiogen Inc.SP (spouse-owned)$1K–$15KTraded → Filed +8d
BUYCOSTAs filed: Costco Wholesale Corporation (COsT)SP (spouse-owned)$1K–$15KTraded → Filed +12d
BUYDEAAs filed: Easterly government Properties, Inc. (DEa)SP (spouse-owned)$1K–$15KTraded → Filed +13d
BUYAEPAs filed: american Electric Power Company, Inc. (aEP)SP (spouse-owned)$1K–$15KTraded → Filed +13d
SELLMMM3M CompanySP (spouse-owned)$1K–$15KTraded → Filed +14d
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 154 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2016-08-123
2016-08-049
2016-07-151
2016-06-149
2016-05-102
2016-04-115
2016-03-1011
2016-02-0219
2016-01-1513
2015-12-168
2015-10-164
2015-09-155
2015-08-146
2015-07-133
2015-05-145
2015-04-132
2015-03-131
2015-01-082
2014-12-091
2014-12-021
2014-11-134
2014-10-089
2014-09-152
2014-08-1411
2014-07-091
2014-06-095
2014-05-1412

1–12 of 27 filings

Signals

window 2026-07-03 → 2026-10-01

No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.

Paper filings — not machine-readable

These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.

Paper filings needing OCR for this member
FiledStatusSrc
2014-04-04paper filing — needs OCR retained and counted; zero machine-readable rows
2014-03-11paper filing — needs OCR retained and counted; zero machine-readable rows
2014-02-06paper filing — needs OCR retained and counted; zero machine-readable rows
2014-01-13paper filing — needs OCR retained and counted; zero machine-readable rows

PLANNED annual holdings · 13F overlap

Recent disclosures and committee context

Largest recent disclosures

trailing 90d · lower bound

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-10-01 · jurisdiction mapping v1

No committee memberships on record in the snapshot.

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 91 trades predate the membership snapshot's validity window and are unanswerable, not cleared.

A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
Additional disclosure analysis

Most-disclosed tickers

trailing 24m

No tickers disclosed in the trailing 24 months.

154 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Published 2026-10-01

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.