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Reported trades
18
9 reports · Dec 5, 2024 – Oct 20, 2026
Purchases / sales
12 / 6
0 different tickers
Est. purchases ⓘEstimate only: the sum of the midpoints of the reported dollar ranges. The real amounts can be anywhere inside each range.
Est. $2.30M
midpoint of reported ranges totalling $1.35M–$3.25M
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $1.31M
midpoint of reported ranges totalling $815.01K–$1.80M
Avg. filing delay ⓘAverage number of days between a trade and the date it was reported. The STOCK Act deadline is 45 days after the trade.
26 days
2 of 18 trades reported late (over 45 days)
Trades per month
Number of reported purchases and sales, by trade date
Column filters
No stock trades match these filters.
Column filters
| Date ↓ | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 20, 2026 | — | American Expr Natl Bank CD [GS] | Sale (partial) | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | Nov 2, 2026 | 13 days | PTR ↗ |
| Jun 22, 2026 | — | KKR Private Equity Conglomerate LLC Class I [HN] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Fidelity Trust | Jul 2, 2026 | 10 days | PTR ↗ |
| Jun 10, 2026 | — | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I [HN] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Trust | Jul 2, 2026 | 22 days | PTR ↗ |
| Apr 29, 2026 | — | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I [HN] | Sale (partial) | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Fidelity Trust | May 4, 2026 | 5 days | PTR ↗ |
| Apr 28, 2026 | — | Ashwaubenon WI [GS] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | May 4, 2026 | 6 days | PTR ↗ |
| Apr 10, 2026 | — | ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I [GS] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | May 4, 2026 | 24 days | PTR ↗ |
| Dec 18, 2025 | — | Teays Valley OH 5.00% 12/1/2033 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | Jan 2, 2026 | 15 days | PTR ↗ |
| Dec 5, 2025 | — | Floyd County IN 4.00% 12/30/2031 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | Jan 2, 2026 | 28 days | PTR ↗ |
| Dec 5, 2025 | — | Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | Jan 2, 2026 | 28 days | PTR ↗ |
| Dec 4, 2025 | — | Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | Fidelity Trust | Jan 2, 2026 | 29 days | PTR ↗ |
| Oct 21, 2025 | — | CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED [GS] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | Fidelity Trust | Nov 4, 2025 | 14 days | PTR ↗ |
| Mar 18, 2025 | — | Example: Mega Comp. Common Stock Washington Subn San Dist MD 4,00% 12/1/2032 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Apr 16, 2025 | 29 days | PTR ↗ |
| Jan 21, 2025 | — | Dallas TX ISD 5% 2/15/2031 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Feb 14, 2025 | 24 days | PTR ↗ |
| Jan 21, 2025 | — | Pecis Barstow Toyah TX 4% 2/45/2030 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Feb 14, 2025 | 24 days | PTR ↗ |
| Dec 9, 2024 | — | Johnson City TN 5% due 6/1/2031 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Jan 10, 2025 | 32 days | PTR ↗ |
| Dec 9, 2024 | — | Johnson City TN 5% due 6/1/2031 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Feb 14, 2025 | 67 days Late | PTR ↗ |
| Dec 6, 2024 | — | Example: Mega Corp. Contmon Stock Redwood Area Schs M S% Go Utx Due 2/1/2030 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Jan 10, 2025 | 35 days | PTR ↗ |
| Dec 5, 2024 | — | Mega Corp. Common Stock Exemple: Redwood Area Schs M 5% Go Uix Due 2/1/2030 scanned | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | — | — | Feb 14, 2025 | 71 days Late | PTR ↗ |
8 Periodic Transaction Reports on file
- PTR 20035751 · filed Nov 2, 2026 · 1 trade
- PTR 20034915 · filed Jul 2, 2026 · 2 trades
- PTR 20034462 · filed May 4, 2026 · 3 trades
- PTR 20033718 · filed Jan 2, 2026 · 4 trades
- PTR 20033403 · filed Nov 4, 2025 · 1 trade
- PTR 8220836 · filed Apr 16, 2025 · 1 trade (scanned)
- PTR 8220763 · filed Feb 14, 2025 · 2 trades (scanned)
- PTR 8220765 · filed Feb 14, 2025 · 2 trades (scanned)
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