Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Reported trades
180
16 reports · Jan 30, 2024 – Aug 26, 2026
Purchases / sales
95 / 85
50 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. $2.03M
midpoint of reported ranges totalling $977.89K–$3.08M
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $9.72M
midpoint of reported ranges totalling $4.07M–$15.38M
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.
83 days
38 of 180 trades reported late (over 45 days)
Trades per month
Number of reported purchases and sales, by trade date
Column 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 26, 2026 | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 26, 2026 | LSYIX | Lord Abbett Short Duration High Yield I (LSYIX) bond fund [CS] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 26, 2026 | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 26, 2026 | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 26, 2026 | PEP | Pepsico, Inc. (PEP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 26, 2026 | PEP | Pepsico, Inc. (PEP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 17, 2026 | 22 days | PTR ↗ |
| Aug 20, 2026 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Sep 17, 2026 | 28 days | PTR ↗ |
| Aug 20, 2026 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Sep 17, 2026 | 28 days | PTR ↗ |
| Aug 20, 2026 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Sep 17, 2026 | 28 days | PTR ↗ |
| Aug 20, 2026 | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Sep 17, 2026 | 28 days | PTR ↗ |
| Aug 20, 2026 | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Sep 17, 2026 | 28 days | PTR ↗ |
| Feb 10, 2026 | HSY | The Hershey Company Common Stock (HSY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Feb 23, 2026 | 13 days | PTR ↗ |
| Feb 10, 2026 | HSY | The Hershey Company Common Stock (HSY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Feb 23, 2026 | 13 days | PTR ↗ |
| Feb 10, 2026 | HSY | The Hershey Company Common Stock (HSY) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Fidelity Traditional IRA | Feb 23, 2026 | 13 days | PTR ↗ |
| Oct 14, 2025 | IVV | iShares Core S&P 500 ETF (IVV) [OT] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Oct 22, 2025 | 8 days | PTR ↗ |
| Oct 14, 2025 | IVV | iShares Core S&P 500 ETF (IVV) [OT] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 22, 2025 | 8 days | PTR ↗ |
| Oct 14, 2025 | IVV | iShares Core S&P 500 ETF (IVV) [OT] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Fidelity Traditional IRA | Oct 22, 2025 | 8 days | PTR ↗ |
| Oct 14, 2025 | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Fidelity Traditional IRA | Oct 22, 2025 | 8 days | PTR ↗ |
| Oct 14, 2025 | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 22, 2025 | 8 days | PTR ↗ |
| Oct 14, 2025 | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Oct 22, 2025 | 8 days | PTR ↗ |
| Aug 4, 2025 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Aug 4, 2025 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Aug 4, 2025 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Fidelity Traditional IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Aug 4, 2025 | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Fidelity Traditional IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Aug 4, 2025 | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Aug 4, 2025 | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Traditional IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Aug 4, 2025 | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Aug 14, 2025 | 10 days | PTR ↗ |
| Jul 22, 2025 | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Jul 31, 2025 | 9 days | PTR ↗ |
| Jul 22, 2025 | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Jul 31, 2025 | 9 days | PTR ↗ |
| Jul 22, 2025 | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Fidelity Traditional IRA | Jul 31, 2025 | 9 days | PTR ↗ |
| Jun 16, 2025 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | HD | Home Depot, Inc. (HD) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | JNJ | Johnson & Johnson Common Stock (JNJ) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | KVUE | Kenvue Inc. Common Stock (KVUE) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | PEP | Pepsico, Inc. (PEP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | PG | Procter & Gamble Company (PG) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | UPS | United Parcel Service, Inc. Common Stock (UPS) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | V | Visa Inc. (V) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Jun 16, 2025 | WMT | Walmart Inc. Common Stock (WMT) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Fidelity Joint TBE | Jul 14, 2025 | 28 days | PTR ↗ |
| Apr 21, 2025 | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Roth IRA | Jun 2, 2025 | 42 days | PTR ↗ |
| Apr 10, 2025 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | Sale (partial) | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Joint | Fidelity Joint TBE | Apr 17, 2025 | 7 days | PTR ↗ |
| Mar 27, 2025 | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fidelity Roth IRA | Apr 11, 2025 | 15 days | PTR ↗ |
8 Periodic Transaction Reports on file
- PTR 20035450 · filed Sep 17, 2026 · 12 trades
- PTR 20034050 · filed Feb 23, 2026 · 3 trades
- PTR 20033327 · filed Oct 22, 2025 · 6 trades
- PTR 20030918 · filed Aug 14, 2025 · 7 trades
- PTR 20030778 · filed Jul 31, 2025 · 3 trades
- PTR 20030670 · filed Jul 14, 2025 · 16 trades
- PTR 20030494 · filed Jul 3, 2025 · 35 trades
- PTR 20030445 · filed Jun 2, 2025 · 1 trade
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