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
14
4 reports · Jun 3, 2025 – Jun 23, 2025
Purchases / sales
1 / 13
5 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. $3.00M
midpoint of reported ranges totalling $1.00M–$5.00M
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $11.28M
midpoint of reported ranges totalling $5.52M–$17.05M
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.
90 days
2 of 14 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc (Class A) | Communication Services | 2 | 1 | 0 | 2 | -$3.38M | Jun 3, 2025 |
| FNSXX | FIMM MONEY MARKET PORT FUND INSTL CL M/M (FNSXX) [OT] | Unclassified | 1 | 1 | 0 | 1 | -$32.50K | Jun 23, 2025 |
| GOOG | Alphabet Inc (Class C) | Communication Services | 1 | 1 | 0 | 1 | -$375.00K | Jun 3, 2025 |
| MSFT | Microsoft Corp | Information Technology | 1 | 1 | 0 | 1 | -$375.00K | Jun 3, 2025 |
| SMCWX | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) [OT] | Unclassified | 1 | 1 | 0 | 1 | -$750.00K | Jun 3, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 23, 2025 | FNSXX | FIMM MONEY MARKET PORT FUND INSTL CL M/M (FNSXX) [OT] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 11 days | PTR ↗ |
| Jun 23, 2025 | — | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) TDL: 006682076|4|N|4812C [OT] | Sale | $1,000,001 - $5,000,000 | Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 11 days | PTR ↗ |
| Jun 3, 2025 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Sale | $1,000,001 - $5,000,000 | Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | — | AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) [OT] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | — | AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) [OT] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | — | AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) [OT] | Sale | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | — | AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) [OT] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | SMCWX | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) [OT] | Sale | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | — | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX) [OT] | Sale | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | — | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) [OT] | Purchase | $1,000,001 - $5,000,000 | Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Raymond James Brokerage Account | Jul 4, 2025 | 31 days | PTR ↗ |
| Jun 3, 2025 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | Raymond James Brokerage Account | Sep 12, 2026 | 466 days Late | PTR ↗ |
| Jun 3, 2025 | — | American Funds AMCAP Fund Class A M/F [MF} [OT] | Sale | $500,001 - $1,000,000 | Est. $750,000 (midpoint of reported range $500,001–$1,000,000) | Self | Raymond James Brokerage Account | Sep 12, 2026 | 466 days Late | PTR ↗ |
4 Periodic Transaction Reports on file
- PTR 20035444 · filed Sep 12, 2026 · 1 trade
- PTR 20035445 · filed Sep 12, 2026 · 1 trade
- PTR 20030610 · filed Jul 4, 2025 · 10 trades
- PTR 20030611 · filed Jul 4, 2025 · 2 trades
🔒 This member's full filing history (all reports and trades) is a Basic feature
You're viewing the Free plan. Upgrade to unlock This member's full filing history (all reports and trades) — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.