Ron Wyden

Democrat — D–OR · U.S. Senate · serving since 1981 · Joint Committee on Taxation, Senate Select Committee on Intelligence, Senate Committee on the Budget, Senate Committee on Energy and Natural Resources, Senate Committee on Finance · member ID W000779
Disclosures
288
24 filings · 0 paper · retained
Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.
—
purchases − sales · an interval
Distinct tickers
64
across every disclosed row
Late filings
52
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
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
26Q4
gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 1 exchange/unparsed-side rows excluded · source: House Clerk + Senate eFD

Disclosed flow by quarter. 25Q1: purchases $50K–$100K, sales $52K–$130K; 25Q2: no purchases, sales $1K–$15K; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 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 · 41 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for Ron Wyden
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 BUYNVDANVIDIA CorporationPurchases $378K–$945K; sales —130$378K to $945K net accumulation2020-10-16
NET BUYAAPLApple Inc.Purchases $381K–$940K; sales $50K–$100K171$281K to $890K net accumulation≈2022-02-24
NET BUYAMZNAmazon.com, Inc.Purchases $235K–$650K; sales —110$235K to $650K net accumulation≈2020-09-01
NET BUYMSFTMicrosoft CorporationPurchases $225K–$600K; sales —70$225K to $600K net accumulation≈2020-07-31
NET BUYDISWalt Disney Company (The)Purchases $221K–$540K; sales $50K–$100K111$121K to $490K net accumulation≈2022-11-11
NET BUYVMCVulcan Materials CompanyPurchases $115K–$250K; sales —30$115K to $250K net accumulation≈2020-06-05
NET BUYGOOGAlphabet Inc.Purchases $112K–$330K; sales —70$112K to $330K net accumulation≈2020-07-27
NET BUYFBFacebook, Inc.Purchases $110K–$300K; sales —50$110K to $300K net accumulation≈2020-07-27
NET BUYDHID.R. Horton, Inc.Purchases $81K–$215K; sales —40$81.0K to $215K net accumulation≈2020-08-18
NET BUYOSKOshkosh CorporationPurchases $80K–$200K; sales —30$80.0K to $200K net accumulation≈2020-07-30
NET BUYPSAPublic StoragePurchases $80K–$200K; sales —30$80.0K to $200K net accumulation≈2020-08-14
NET BUYBERYBerry Global Group, Inc.Purchases $65K–$150K; sales —20$65.0K to $150K net accumulation≈2020-06-02
NET BUYBLLBall CorporationPurchases $50K–$100K; sales —10$50.0K to $100K net accumulation≈2020-05-07
NET BUYDPZDomino's Pizza, Inc.Purchases $50K–$100K; sales —10$50.0K to $100K net accumulation≈2020-05-05
NET BUYCOUPCoupa Software IncorporatedPurchases $95K–$250K; sales $15K–$50K41$45.0K to $235K net accumulation≈2022-11-11
NET BUYMMM3M CompanyPurchases $50K–$100K; sales $1K–$15K11$35.0K to $99.0K net accumulation≈2022-11-11
NET BUYFFord Motor CompanyPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation≈2020-08-11
NET BUYCOSTCostco Wholesale CorporationPurchases $30K–$100K; sales —20$30.0K to $100K net accumulation≈2020-07-13
NET BUYSTXSeagate Technology Holdings PLCPurchases $68K–$195K; sales $15K–$50K51$18.0K to $180K net accumulation≈2022-11-11
NET BUYMTCHMatch Group, Inc.Purchases $66K–$165K; sales $15K–$50K31$16.0K to $150K net accumulation≈2022-11-11
NET BUYDNKNDunkin' Brands Group, Inc.Purchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation≈2020-04-17
NET BUYQSRRestaurant Brands International Inc.Purchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation≈2020-05-05
NET BUYSBUXStarbucks CorporationPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation≈2020-04-17
NET BUYCSCOCisco Systems, Inc.Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation≈2020-04-06
NET BUYLOWLowe's Companies, Inc.Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation≈2020-08-18
NET BUYMCDMcDonald's CorporationPurchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation≈2020-05-05
NET BUYVVisa Inc.Purchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation≈2020-04-06
NET BUYGRUBGrubhub Inc.Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation≈2020-04-06
FLAT the net range spans zero-- AMCRBERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received)Purchases —; sales —00$02025-04-30
± net range spans zeroWDAYWorkday, Inc. - Class APurchases $4K–$60K; sales $1K–$15K41−$11.0K to $59.0K≈2022-11-11
FLAT the net range spans zeroAMWDAmerican Woodmark CorporationPurchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2020-08-27
FLAT the net range spans zeroCLXThe Clorox CompanyPurchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2020-08-24
FLAT the net range spans zeroRDS-BRoyal Dutch Shell plcPurchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K≈2020-06-04
NET SELLCCitigroup Inc.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2020-04-24
NET SELLGEGeneral Electric CompanyPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2020-05-07
NET SELLJCIJohnson Controls International plcPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2020-04-24
NET SELLPFEPfizer, Inc.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2025-06-03
NET SELLSOLVSolventum CorporationPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2025-02-06
NET SELLTELTE Connectivity Ltd.Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal≈2020-04-24
± net range spans zeroUPSUnited Parcel Service, Inc.Purchases $230K–$500K; sales $100K–$250K61−$20.0K to $400K≈2024-03-27
± net range spans zeroSQAs filed: Block, Inc. Class A Common Stock,Purchases $30K–$100K; sales $15K–$50K21−$20.0K to $85.0K≈2022-11-11
± net range spans zeroVACMarriott Vacations Worldwide CorporationPurchases $30K–$100K; sales $15K–$50K21−$20.0K to $85.0K≈2020-08-03
± net range spans zeroIRBTiRobot CorporationPurchases $32K–$130K; sales $16K–$65K42−$33.0K to $114K≈2025-02-06
± net range spans zeroTRIPTripAdvisor, Inc.Purchases $65K–$150K; sales $50K–$100K21−$35.0K to $100K≈2020-07-07
± net range spans zeroUBERUber Technologies, Inc.Purchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K≈2020-05-11
± net range spans zeroXOMExxon Mobil CorporationPurchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K≈2020-08-21
± net range spans zeroFDXFedEx CorporationPurchases $60K–$200K; sales $50K–$100K41−$40.0K to $150K≈2022-11-11
± net range spans zeroLLYEli Lilly and CompanyPurchases $50K–$100K; sales $50K–$100K11−$50.0K to $50.0K≈2025-02-10
± net range spans zeroWWayfair Inc.Purchases $50K–$100K; sales $50K–$100K11−$50.0K to $50.0K≈2020-09-02
NET SELLBALLBall CorporationPurchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal≈2022-11-11
± net range spans zeroBYNDBeyond Meat, Inc.Purchases $45K–$150K; sales $50K–$100K31−$55.0K to $100K≈2020-11-10
± net range spans zeroCATCaterpillar Inc.Purchases $30K–$100K; sales $50K–$100K21−$70.0K to $50.0K≈2020-07-13
± net range spans zeroNFLXNetflix, Inc.Purchases $68K–$195K; sales $53K–$145K54−$77.0K to $142K≈2022-11-11
± net range spans zeroKRThe Kroger Co.Purchases $17K–$80K; sales $50K–$100K31−$83.0K to $30.0K≈2020-08-24
± net range spans zeroTAT&T Inc.Purchases $16K–$65K; sales $50K–$100K21−$84.0K to $15.0K≈2020-08-21
± net range spans zeroINTCIntel CorporationPurchases $15K–$50K; sales $30K–$100K12−$85.0K to $20.0K≈2021-04-06
± net range spans zeroCRWDCrowdStrike Holdings, Inc.Purchases $15K–$50K; sales $50K–$100K11−$85.0K to $0≈2020-04-24
NET SELLMETAMeta Platforms, Inc. - Class APurchases —; sales $50K–$100K01−$100K to −$50.0K net disposal≈2022-11-11
± net range spans zeroPYPLPayPal Holdings, Inc.Purchases $130K–$300K; sales $100K–$250K41−$120K to $200K≈2022-11-11
± net range spans zeroMARMarriott International, Inc.Purchases $115K–$250K; sales $100K–$250K31−$135K to $150K≈2020-08-03
± net range spans zeroSTZConstellation Brands, Inc.Purchases $65K–$150K; sales $100K–$250K21−$185K to $50.0K≈2021-04-06
± net range spans zeroAVGOBroadcom Inc.Purchases $46K–$165K; sales $101K–$265K42−$219K to $64.0K≈2021-04-06
± net range spans zeroAMATApplied Materials, Inc.Purchases $76K–$265K; sales $150K–$350K62−$274K to $115K≈2021-04-16
± net range spans zeroKLACKLA CorporationPurchases $94K–$360K; sales $153K–$395K105−$301K to $207K≈2021-04-16

1–20 of 64 tickers

Trading profile

VS SENATE MEDIAN · TICK = MEDIAN · 69 MEMBERS
median days between trade date and filing date, over rows that disclose both
+25dfaster than chamber — median +28d
machine-readable transaction rows per distinct source filing
12far above median — median 3.0
rows whose disclosed bracket tops out at $15,000
24%larger lots — median 59%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars
78%above median — median 49%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
0%family accounts — median 27%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 24 · transactions: 288 · 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: +25d · rows filed past the STOCK Act's 45-day window: 52

Medians are per member across the 69 Senate members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.

Sector mix

taxonomy v1 · SIC as of 2026-10-01
Disclosed transactions by issuer sector
SectorTradesFlow range
Manufacturing99$2.2M–$6M
Services62$1.5M–$3.9M
Retail Trade25$494K–$1.4M
Transportation, Communications, Electric, Gas, and Sanitary Services15$506K–$1.2M
Finance, Insurance, and Real Estate7$126K–$365K
Construction4$81K–$215K
Mining3$115K–$250K
Wholesale Trade2$51K–$115K
no ticker disclosed coverage41$1.7M–$4M
ticker not resolved to an issuer coverage30$549K–$1.6M
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

288 rows · filed date desc · as of 2026-10-01 13:54 UTC
All disclosed transactions for Ron Wyden
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
EXCHANGE-- AMCRBERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received)SP (spouse-owned)$100K–$250KTraded → Filed LATE·465d
SELLPFEPfizer, Inc.SP (spouse-owned)$1K–$15KTraded → Filed +29d
SELLLLYEli Lilly and CompanySP (spouse-owned)$50K–$100KTraded → Filed +11d
SELLSOLVSolventum CorporationSP (spouse-owned)$1K–$15KTraded → Filed +15d
SELLIRBTiRobot CorporationSP (spouse-owned)$1K–$15KTraded → Filed +15d
BUYLLYEli Lilly and CompanySP (spouse-owned)$50K–$100KTraded → Filed +30d
SELLUPSUnited Parcel Service, Inc.SP (spouse-owned)$100K–$250KTraded → Filed +16d
SELLSTXSeagate Technology Holdings PLCpartial · SP (partial sale, spouse-owned)$15K–$50Kamendment pendingTraded → Filed LATE·185d
SELLDISWalt Disney Company (The)partial · SP (partial sale, spouse-owned)$50K–$100Kamendment pendingTraded → Filed LATE·185d
SELLPYPLPayPal Holdings, Inc.SP (spouse-owned)$100K–$250Kamendment pendingTraded → Filed LATE·185d
SELLCOUPCoupa Software IncorporatedSP (spouse-owned)$15K–$50Kamendment pendingTraded → Filed LATE·185d
SELLMTCHMatch Group, Inc.SP (spouse-owned)$15K–$50Kamendment pendingTraded → Filed LATE·185d
SELL—JTKWY - Just Eat Takeaway.com NV - ADRSP (spouse-owned)$1K–$15Kamendment pendingno tickerTraded → Filed LATE·185d
SELLIRBTiRobot Corporationpartial · SP (partial sale, spouse-owned)$15K–$50Kamendment pendingTraded → Filed LATE·185d
SELLSQAs filed: Block, Inc. Class A Common Stock,SP (spouse-owned)$15K–$50Kamendment pendingTraded → Filed LATE·185d
SELLBALLBall CorporationSP (spouse-owned)$15K–$50Kamendment pendingTraded → Filed LATE·185d
SELLMMM3M Companypartial · SP (partial sale, spouse-owned)$1K–$15Kamendment pendingTraded → Filed LATE·185d
SELLFDXFedEx CorporationSP (spouse-owned)$50K–$100Kamendment pendingTraded → Filed LATE·185d
SELLWDAYWorkday, Inc. - Class ASP (spouse-owned)$1K–$15Kamendment pendingTraded → Filed LATE·185d
SELLMETAMeta Platforms, Inc. - Class ASP (spouse-owned)$50K–$100Kamendment pendingTraded → Filed LATE·185d
SELLNFLXNetflix, Inc.SP (spouse-owned)$50K–$100Kamendment pendingTraded → Filed LATE·185d
BUYAAPLApple Inc.SP (spouse-owned)$50K–$100KTraded → Filed +27d
SELLAAPLApple Inc.partial · SP (partial sale, spouse-owned)$50K–$100KTraded → Filed +27d
SELL—New York NY City Transitional FinSP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·66d
SELL—Metropolitan Transn Auth NY Rev Ser DSP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·238d
BUY—Triborough Brdg & Tuni Auth NY RevsSP (spouse-owned)$50K–$100Kno tickerTraded → Filed LATE·427d
BUY—Metropolitan Transn Auth NY Rev Ser DSP (spouse-owned)$50K–$100Kno tickerTraded → Filed LATE·427d
BUY—Nassau Cnty NY Interim Fin Auth Ser ASP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·437d
BUY—Westchester Cnty NY GO Ref BDS SerSP (spouse-owned)$50K–$100Kno tickerTraded → Filed LATE·468d
BUY—New York NY City Transitional FinSP (spouse-owned)$100K–$250Kno tickerTraded → Filed LATE·469d
BUY—New York NY GO BDS Ser Fiscal 2013 C-ASP (spouse-owned)$50K–$100Kno tickerTraded → Filed LATE·473d
BUY—Manhasset NY UN Free Sch Dist RefSP (spouse-owned)$50K–$100Kno tickerTraded → Filed LATE·474d
BUY—Nassau Cnty NY Gen Impt BDS LT Ser BSP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·474d
BUY—Roslyn NY UN Free Sch Dist GTD EBDSP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·474d
BUY—Tuxedo Park NY Pub Impt BDS SerSP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·474d
BUY—New York NY GO BDS Ser 2011 BSP (spouse-owned)$15K–$50Kno tickerTraded → Filed LATE·496d
BUY—Buffalo NY BD Antic NTS 2019 LTSP (spouse-owned)$250K–$500Kno tickerTraded → Filed LATE·496d
SELLAMATApplied Materials, Inc.SP (spouse-owned)$50K–$100KTraded → Filed +14d
SELLKLACKLA CorporationSP (spouse-owned)$50K–$100KTraded → Filed +14d
BUYMTCHMatch Group, Inc.SP (spouse-owned)$15K–$50KTraded → Filed +29d
SELLSTZConstellation Brands, Inc.SP (spouse-owned)$100K–$250KTraded → Filed +3d
SELLAMATApplied Materials, Inc.partial · SP (partial sale, spouse-owned)$100K–$250KTraded → Filed +3d
SELLKLACKLA CorporationDC (dependent-child-owned)$1K–$15KTraded → Filed +3d
SELLKLACKLA Corporationpartial · SP (partial sale, spouse-owned)$100K–$250KTraded → Filed +3d
SELLAVGOBroadcom Inc.SP (spouse-owned)$100K–$250KTraded → Filed +3d
SELLKLACKLA CorporationDC (dependent-child-owned)$1K–$15KTraded → Filed +3d
SELLKLACKLA CorporationDC (dependent-child-owned)$1K–$15KTraded → Filed +3d
SELLINTCIntel CorporationSP (spouse-owned)$15K–$50KTraded → Filed +3d
SELLAVGOBroadcom Inc.partial · SP (partial sale, spouse-owned)$1K–$15KTraded → Filed +3d
BUYSTXSeagate Technology plcSP (spouse-owned)$1K–$15KTraded → Filed +28d
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 288 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2026-08-081
2025-07-021
2025-02-214
2024-04-121
2023-05-1514
2022-03-232
2021-07-1214
2021-04-303
2021-04-098
2021-04-024
2021-03-233
2021-02-1812
2020-12-041
2020-11-166
2020-10-093
2020-09-2413
2020-08-2941
2020-07-3129
2020-07-0251
2020-06-0420
2020-05-0539
2019-01-031
2017-07-067
2014-07-0210

1–12 of 24 filings

Signals for this member
TickerWhatKindFiledSizeSrc
-- AMCRSpouse: Exchange of BERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received)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 against2026-08-08$100K–$250K
-- AMCRSpouse: Exchange of BERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received)filed past the STOCK Act's 45-day window AND amount lower bound ≥ $100K2026-08-08$100K–$250K
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
Largest recent disclosures for Ron Wyden
FiledAssetSideAmountSrc
2026-08-08-- AMCREXCHANGE$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 v1

Serves on: Joint Committee on Taxation · Senate Select Committee on Intelligence · Senate Committee on the Budget · Senate Committee on Energy and Natural Resources · Senate Committee on Finance (Ranking Member)

No overlaps found within the MAPPED committee jurisdictions · 213 trades predate the membership snapshot's validity window and are unanswerable, not cleared · 4 trades touch committees outside the jurisdiction mapping (JSTX, SLIN, SSBU, SSFI) — 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
Most-disclosed tickers, trailing 24 months
TickerTradesflow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges·§Last
LLY2$100K–$200K§2025-02
-- AMCR1$100K–$250K§2025-04
IRBT1$1K–$15K§2025-02
PFE1$1K–$15K§2025-06
SOLV1$1K–$15K§2025-02

288 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.