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Reported trades
27
18 reports · Dec 11, 2023 – Aug 21, 2026
Purchases / sales
15 / 12
11 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. $7.62M
midpoint of reported ranges totalling $4.03M–$11.21M
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $310.01K
midpoint of reported ranges totalling $145.01K–$475.00K
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.
28 days
1 of 27 trades reported late (over 45 days)
Trades per month
Number of reported purchases and sales, by trade date
Column filters
| Ticker | Company | Sector | Trades ↓ | Politicians | Purchases | Sales | Est. net buying ⓘEstimate only: purchases minus sales using the midpoint of each reported dollar range. | Last trade |
|---|---|---|---|---|---|---|---|---|
| GS | Goldman Sachs Group Inc | Financials | 2 | 1 | 0 | 2 | -$65.00K | Dec 17, 2025 |
| DTRUY | DAIMLER TRUCK HLDG S/ADR (DTRUY) [ST] | Unclassified | 1 | 1 | 0 | 1 | -$8.00K | Dec 11, 2023 |
| EBS | Emergent BioSolutions Inc | Health Care | 1 | 1 | 0 | 1 | -$8.00K | Dec 11, 2024 |
| FLR | Fluor Corp | Industrials | 1 | 1 | 0 | 1 | -$32.50K | Dec 29, 2025 |
| HST | Host Hotels & Resorts, Inc | Real Estate | 1 | 1 | 0 | 1 | -$32.50K | Dec 11, 2024 |
| KD | Kyndryl Holdings, Inc | Information Technology | 1 | 1 | 0 | 1 | -$8.00K | Dec 11, 2023 |
| MS | Morgan Stanley | Financials | 1 | 1 | 0 | 1 | -$75.00K | Dec 17, 2025 |
| NOC | Northrop Grumman Corp | Industrials | 1 | 1 | 0 | 1 | -$32.50K | Dec 29, 2025 |
| OZKAP | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Unclassified | 1 | 1 | 0 | 1 | -$32.50K | Dec 17, 2025 |
| RFI | Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) [ST] | Unclassified | 1 | 1 | 0 | 1 | -$8.00K | Dec 17, 2025 |
| SFGYY | SONY FINL GROUP INC U/ADR (SFGYY) [ST] | Unclassified | 1 | 1 | 1 | 0 | +$8.00K | Dec 26, 2025 |
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 21, 2026 | — | US Treas Bills Int Rate 0.000% MAT 2/18/2027 [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Stephens Advantage Account | Sep 1, 2026 | 11 days | PTR ↗ |
| Aug 21, 2026 | — | US Treas Bills Int Rate 0.000% MAT 8/5/2027 [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Stephens Advantage Account | Sep 1, 2026 | 11 days | PTR ↗ |
| Aug 6, 2026 | — | U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Self | Stephens Advantage Account | Aug 17, 2026 | 11 days | PTR ↗ |
| Aug 5, 2026 | — | JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/2027 [CS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Self | Stephens Advantage Account | Aug 17, 2026 | 12 days | PTR ↗ |
| May 27, 2026 | — | US Treas Bills MAT 11/19/26 [GS] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Stephens Advantage Account | Jun 17, 2026 | 21 days | PTR ↗ |
| May 4, 2026 | — | US Treas Bill Mat 10/29/2026 DTD 10/30/2025 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Stephens Advantage Account | May 20, 2026 | 16 days | PTR ↗ |
| Mar 16, 2026 | — | METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B [GS] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Stephens Advantage Account | Apr 28, 2026 | 43 days | PTR ↗ |
| Feb 23, 2026 | — | US Treasury Bills, due 8/20/2026 [GS] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Stephens Advantage Account | Mar 26, 2026 | 31 days | PTR ↗ |
| Feb 20, 2026 | — | United States Treasury Bill Mat 5/21/26 [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Stephens Advantage Account | Mar 5, 2026 | 13 days | PTR ↗ |
| Dec 29, 2025 | FLR | Fluor Corporation Common Stock (FLR) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Jan 26, 2026 | 28 days | PTR ↗ |
| Dec 29, 2025 | NOC | Northrop Grumman Corporation Common Stock (NOC) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Jan 26, 2026 | 28 days | PTR ↗ |
| Dec 26, 2025 | SFGYY | SONY FINL GROUP INC U/ADR (SFGYY) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Stephens SEP IRA | May 15, 2026 | 140 days Late | PTR ↗ |
| Dec 17, 2025 | OZKAP | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Jan 14, 2026 | 28 days | PTR ↗ |
| Dec 17, 2025 | RFI | Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Stephens Advantage Account | Jan 14, 2026 | 28 days | PTR ↗ |
| Dec 17, 2025 | GS | Goldman Sachs Group, Inc. (GS) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Jan 14, 2026 | 28 days | PTR ↗ |
| Dec 17, 2025 | GS | Goldman Sachs Group, Inc. (GS) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Jan 14, 2026 | 28 days | PTR ↗ |
| Dec 17, 2025 | MS | Morgan Stanley Common Stock (MS) [ST] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Stephens Advantage Account | Jan 14, 2026 | 28 days | PTR ↗ |
| Nov 18, 2025 | — | US Treas Bill Mat 5/14/2026 [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Stephens Advantage Account | Dec 16, 2025 | 28 days | PTR ↗ |
| Aug 21, 2025 | — | US Treas Bill Maturity 2/19/2026 [GS] | Purchase | $1,000,001 - $5,000,000 | Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) | Self | Stephens Advantage Account | Sep 12, 2025 | 22 days | PTR ↗ |
| May 19, 2025 | — | United States Treas Bills Maturity 11/13/2025 [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Stephens Advantage Account | May 28, 2025 | 9 days | PTR ↗ |
| Feb 24, 2025 | — | United States Treas Bills Maturity 8/21/2025 [GS] | Purchase | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Stephens Advantage Account | Apr 1, 2025 | 36 days | PTR ↗ |
| Dec 11, 2024 | EBS | Emergent BioSolutions Inc. Common Stock (EBS) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Stephens SEP IRA | Jan 10, 2025 | 30 days | PTR ↗ |
| Dec 11, 2024 | HST | Host Hotels & Resorts, Inc. - Common Stock (HST) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens SEP IRA | Jan 10, 2025 | 30 days | PTR ↗ |
| Feb 3, 2024 | — | Bradley County Tennessee Govt Bonds [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Feb 28, 2024 | 25 days | PTR ↗ |
| Feb 3, 2024 | — | Eastside Utility District (Hamilton County, TN) [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Stephens Advantage Account | Feb 28, 2024 | 25 days | PTR ↗ |
| Dec 11, 2023 | DTRUY | DAIMLER TRUCK HLDG S/ADR (DTRUY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Stephens Advantage Account | Jan 4, 2024 | 24 days | PTR ↗ |
| Dec 11, 2023 | KD | Kyndryl Holdings, Inc. (KD) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Jan 4, 2024 | 24 days | PTR ↗ |
8 Periodic Transaction Reports on file
- PTR 20035350 · filed Sep 1, 2026 · 2 trades
- PTR 20035235 · filed Aug 17, 2026 · 2 trades
- PTR 20034796 · filed Jun 17, 2026 · 1 trade
- PTR 20034589 · filed May 20, 2026 · 1 trade
- PTR 20034452 · filed May 15, 2026 · 1 trade
- PTR 20034368 · filed Apr 28, 2026 · 1 trade
- PTR 20034167 · filed Mar 26, 2026 · 1 trade
- PTR 20034119 · filed Mar 5, 2026 · 1 trade
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