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
70
29 reports · Dec 1, 2023 – Sep 18, 2026
Purchases / sales
22 / 48
17 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. $1.47M
midpoint of reported ranges totalling $885.02K–$2.05M
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $2.42M
midpoint of reported ranges totalling $1.30M–$3.54M
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.
37 days
12 of 70 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 |
|---|---|---|---|---|---|---|---|---|
| X | United States Steel Corporation Common Stock (X) [ST] | Unclassified | 2 | 1 | 1 | 1 | $0 | Jun 20, 2025 |
| ABT | Abbott Laboratories | Health Care | 1 | 1 | 0 | 1 | -$8.00K | Jul 17, 2026 |
| BMY | Bristol Myers Squibb Co | Health Care | 1 | 1 | 0 | 1 | -$32.50K | May 7, 2026 |
| CLF | Cleveland-Cliffs Inc | Materials | 1 | 1 | 1 | 0 | +$75.00K | Mar 28, 2024 |
| CMCSA | Comcast Corp (Class A) | Communication Services | 1 | 1 | 0 | 1 | -$8.00K | May 7, 2026 |
| CVX | Chevron Corp | Energy | 1 | 1 | 0 | 1 | -$8.00K | Apr 12, 2024 |
| DIS | Walt Disney Co | Communication Services | 1 | 1 | 0 | 1 | -$8.00K | Jul 17, 2026 |
| EW | Edwards Lifesciences Corp | Health Care | 1 | 1 | 0 | 1 | -$8.00K | Apr 11, 2024 |
| HLMEX | Harding Loevner Institutional EM (HLMEX) [OT] | Unclassified | 1 | 1 | 0 | 1 | -$175.00K | Jun 18, 2025 |
| INTC | Intel Corp | Information Technology | 1 | 1 | 0 | 1 | -$8.00K | Nov 8, 2024 |
| META | Meta Platforms, Inc (Class A) | Communication Services | 1 | 1 | 0 | 1 | -$8.00K | Apr 12, 2024 |
| PEP | Pepsico Inc | Consumer Staples | 1 | 1 | 0 | 1 | -$32.50K | Jul 17, 2026 |
| T | AT&T Inc | Communication Services | 1 | 1 | 0 | 1 | -$8.00K | Apr 11, 2024 |
| UNH | Unitedhealth Group Inc | Health Care | 1 | 1 | 0 | 1 | -$8.00K | Apr 12, 2024 |
| UNP | Union Pacific Corp | Industrials | 1 | 1 | 0 | 1 | -$32.50K | Nov 8, 2024 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | — | Black Belt Energy Gas Dist AL 1 Rev Call 5% due 10/1/32 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Oct 14, 2026 | 26 days | PTR ↗ |
| Sep 16, 2026 | — | California Cmnty Choice Fing A Sustainabl 5% due 9/1/36 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Oct 14, 2026 | 28 days | PTR ↗ |
| Aug 28, 2026 | — | New Jersey St 19 GO Emer Go 5% due 6/1/28 [GS] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Sep 8, 2026 | 11 days | PTR ↗ |
| Aug 17, 2026 | — | Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 [GS] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Sep 8, 2026 | 22 days | PTR ↗ |
| Jul 17, 2026 | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2026 | 26 days | PTR ↗ |
| Jul 17, 2026 | PEP | Pepsico, Inc. (PEP) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2026 | 26 days | PTR ↗ |
| Jul 17, 2026 | DIS | Walt Disney Company (DIS) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Aug 12, 2026 | 26 days | PTR ↗ |
| Jul 17, 2026 | — | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2026 | 26 days | PTR ↗ |
| Jul 1, 2026 | — | Florida St Hsg Fin Corp Rev 3% due 7/1/52 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2026 | 42 days | PTR ↗ |
| Jun 1, 2026 | — | California St Go Call 12/1/27 4% due 12/1/47 [GS] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Jul 8, 2026 | 37 days | PTR ↗ |
| May 27, 2026 | — | Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Jun 11, 2026 | 15 days | PTR ↗ |
| May 7, 2026 | BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Jun 11, 2026 | 35 days | PTR ↗ |
| May 7, 2026 | 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 | Victoria Kelly Trust ICA | Jun 11, 2026 | 35 days | PTR ↗ |
| Apr 8, 2026 | — | Colorado St Hlth Facs Auth Rev R [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | May 20, 2026 | 42 days | PTR ↗ |
| Mar 18, 2026 | — | Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29 [GS] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Victoria Kelly Trust ICA | Apr 7, 2026 | 20 days | PTR ↗ |
| Mar 11, 2026 | — | Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Apr 7, 2026 | 27 days | PTR ↗ |
| Feb 23, 2026 | — | Rhode Island St Hith & Edu Brown Ser 2026 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Mar 12, 2026 | 17 days | PTR ↗ |
| Feb 19, 2026 | — | South Carolina St Public Svc A Ser C Rev 5% due12/01/33 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Mar 12, 2026 | 21 days | PTR ↗ |
| Feb 5, 2026 | — | Cook Cnty IL Ser A Go 5% due 11/15/2028 [GS] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Victoria Kelly Trust ICA | Mar 12, 2026 | 35 days | PTR ↗ |
| Jan 20, 2026 | — | N TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Feb 12, 2026 | 23 days | PTR ↗ |
| Jan 2, 2026 | — | Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Feb 12, 2026 | 41 days | PTR ↗ |
| Dec 1, 2025 | — | California St Go Call 12/1/27 4% due 12/1/47 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Jan 8, 2026 | 38 days | PTR ↗ |
| Nov 20, 2025 | — | Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 [GS] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | — | Dec 9, 2025 | 19 days | PTR ↗ |
| Nov 19, 2025 | — | Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | — | Dec 9, 2025 | 20 days | PTR ↗ |
| Oct 21, 2025 | — | Maryland St Dept of Transport Ser B Rev 5% due 10/1/32 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Nov 11, 2025 | 21 days | PTR ↗ |
| Oct 17, 2025 | — | Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26 [GS] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Nov 11, 2025 | 25 days | PTR ↗ |
| Oct 17, 2025 | — | Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 [GS] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Nov 11, 2025 | 25 days | PTR ↗ |
| Sep 30, 2025 | — | Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27 [GS] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Oct 9, 2025 | 9 days | PTR ↗ |
| Jul 31, 2025 | — | Volusia Cnty FL Eductnl Fac Au Embry Riddle 5% due 10/15/31 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2025 | 12 days | PTR ↗ |
| Jul 17, 2025 | — | Connecticut St Ser A Go 5% due 1/15/28 [GS] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2025 | 26 days | PTR ↗ |
| Jul 17, 2025 | — | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2026 | 391 days Late | PTR ↗ |
| Jul 1, 2025 | — | Florida St Hsg Fin Corp Rev due 7/1/52 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Aug 12, 2025 | 42 days | PTR ↗ |
| Jun 20, 2025 | X | United States Steel Corporation Common Stock (X) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Jul 9, 2025 | 19 days | PTR ↗ |
| Jun 18, 2025 | HLMEX | Harding Loevner Institutional EM (HLMEX) [OT] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Victoria Kelly Trust ICA | Jul 9, 2025 | 21 days | PTR ↗ |
| Jun 12, 2025 | — | California State GO Call 12/1/27 4% due 12/1/47 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Jul 9, 2025 | 27 days | PTR ↗ |
| Jun 3, 2025 | X | United States Steel Corporation Common Stock (X) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Jul 9, 2025 | 36 days | PTR ↗ |
| Jan 23, 2025 | — | New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27 [GS] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Feb 14, 2025 | 22 days | PTR ↗ |
| Jan 22, 2025 | — | Fairfax Cnty VA Ser A Go 5% due 10/01/32 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Victoria Kelly Trust ICA | Feb 14, 2025 | 23 days | PTR ↗ |
| Jan 2, 2025 | — | Florida St Heg Fin Corp Rev due 7/1/52 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Feb 14, 2025 | 43 days | PTR ↗ |
| Dec 27, 2024 | — | Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31 [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Jan 9, 2025 | 13 days | PTR ↗ |
| Dec 2, 2024 | — | California St Go Call 12/1/27 4% due 12/1/47 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Dec 12, 2024 | 10 days | PTR ↗ |
| Dec 2, 2024 | — | California St Go Call 12/1/27 4% due 12/1/47 [GS] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Jan 9, 2025 | 38 days | PTR ↗ |
| Nov 11, 2024 | — | Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Victoria Kelly Trust ICA | Dec 12, 2024 | 31 days | PTR ↗ |
| Nov 8, 2024 | INTC | Intel Corporation - Common Stock (INTC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Victoria Kelly Trust ICA | Dec 12, 2024 | 34 days | PTR ↗ |
| Nov 8, 2024 | UNP | Union Pacific Corporation Common Stock (UNP) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Victoria Kelly Trust ICA | Dec 12, 2024 | 34 days | PTR ↗ |
| Oct 31, 2024 | — | Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 [GS] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Victoria Kelly Trust ICA | Nov 13, 2024 | 13 days | PTR ↗ |
| Sep 23, 2024 | — | Dallas-Fort Worth TX Internat I Dallas for Rev 5% due 11/1/2032 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | — | Oct 15, 2024 | 22 days | PTR ↗ |
| Aug 28, 2024 | — | Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 [GS] | Purchase | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | — | Sep 3, 2024 | 6 days | PTR ↗ |
| Aug 8, 2024 | — | Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049 [GS] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | — | Sep 3, 2024 | 26 days | PTR ↗ |
| Jul 31, 2024 | — | Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25 [GS] | Sale (partial) | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Joint | — | Aug 13, 2024 | 13 days | PTR ↗ |
8 Periodic Transaction Reports on file
- PTR 20035652 · filed Oct 14, 2026 · 2 trades
- PTR 20035403 · filed Sep 8, 2026 · 2 trades
- PTR 20035203 · filed Aug 12, 2026 · 5 trades
- PTR 20035209 · filed Aug 12, 2026 · 1 trade
- PTR 20034947 · filed Jul 8, 2026 · 1 trade
- PTR 20034767 · filed Jun 11, 2026 · 3 trades
- PTR 20034607 · filed May 20, 2026 · 1 trade
- PTR 20034302 · filed Apr 7, 2026 · 2 trades
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