Jefferson Shreve R
Republican representative for Indiana (IN-6), in the House since Jan 3, 2025.
Among all 439 members
Each dot is a member; Shreve is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$2.5M
2023–24
$6.2M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $2,534,240 | $145,834 | $377,750 | $0 | $2,001,000 | $1,481,262 | $1,184,693 | $0 | $0 |
| 2023–24 | $6,241,637 | $128,725 | $170,750 | $0 | $5,942,000 | $6,109,922 | $131,715 | $91,028 | $852 |
FEC totals through Oct 14, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Indiana versus everywhere else, each period.
- From Indiana
- From out of state
2025–26
$117K
2023–24
$112K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
THE HERITAGE GROUP
$17K
BOWMAN FAMILY HOLDINGS
$7,978
JANE STREET CAPITAL
$7,000
BLACKSTONE
$7,000
HERITAGE CONSTRUCTION MATERIALS
$6,600
NORTH AMERICAN MIDWAY ENTERTAINMENT L
$6,000
ZINK DISTRIBUTING
$5,800
RHEUMATOLOGY INDIANA
$5,000
ARROWSMITH LLC
$4,500
RUNNEBOHM CONSTRUCTION INC
$4,300
IRWIN R ROSE & CO LLC
$3,500
IBJ MEDIA
$3,500
The largest donors, and the numbers
| Period | Itemized | Contributions | From IN | Retired donors |
|---|---|---|---|---|
| 2025–26 | $117,427 | 68 | 62% | 12% |
| 2023–24 | $111,873 | 87 | 87% | 15% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| SCHUMACHER, AMY MAE | CARMEL, IN | THE HERITAGE GROUP, CEO | $16,500 |
| SCHWARZMAN, CHRISTINE | NEW YORK, NY | RETIRED, RETIRED | $7,000 |
| SCHWARZMAN, STEPHEN A. | NEW YORK, NY | BLACKSTONE, CEO | $7,000 |
| DILLON, GEOFF | INDIANAPOLIS, IN | HERITAGE CONSTRUCTION + MATERIALS, CEO | $6,600 |
| SASSO, APRIL | CARMEL, IN | HOMEMAKER, HOMEMAKER | $6,600 |
| HUSTON, DANNY | PARKER CITY, IN | NORTH AMERICAN MIDWAY ENTERTAINMENT, L, MOBILE AMUSEMENTS | $6,000 |
| ZINK, JAMES C. | INDIANAPOLIS, IN | ZINK DISTRIBUTING, CHAIRMAN / CEO | $5,800 |
| KING, CHRISTOPHER M. | SHELBYVILLE, IN | SURGE DEVELOPMENT, OWNER | $5,300 |
| KTELEH, TAREK MD | FISHERS, IN | RHEUMATOLOGY INDIANA, DOCTOR | $5,000 |
| HODGE, JAMES | FORT WAYNE, IN | ARROWSMITH, LLC, MONEY MANAGEMENT | $4,500 |
| MUTZ, JOHN | INDIANAPOLIS, IN | RETIRED, RETIRED | $4,500 |
| PONDER, JACQUELINE | GREENWOOD, IN | BOWMAN FAMILY HOLDINGS, LAWYER | $4,478 |
| FAISON, JAY W. | CHARLOTTE, NC | CLEARPATH, CEO | $3,500 |
| FELTMAN, NATHAN | CARMEL, IN | IBJ MEDIA, PUBLISHER | $3,500 |
| GOODRICH, CHARLES D. | NOBLESVILLE, IN | GAYLOR ELECTRIC, PRESIDENT CEO | $3,500 |
| GRANIERI, ROBERT | NEW YORK, NY | JANE STREET CAPITAL, BROKER | $3,500 |
| PONDER, JACQUELINE B. | GREENWOOD, IN | BOWMAN FAMILY HOLDINGS, LAWYER | $3,500 |
| ROSE, DOUG | CARMEL, IN | IRWIN R. ROSE & CO., LLC, REAL ESTATE INVESTMENTS | $3,500 |
| SETZMAN, DANIEL W | NEW YORK, NY | JANE STREET CAPITAL, INVESTOR | $3,500 |
| BARRETT, WILLIAM W. | GREENWOOD, IN | OCC, ATTORNEY | $3,300 |
| BEDEL, ELAINE | INDIANAPOLIS, IN | BEDEL FINANCIAL, CEO & OWNER | $3,300 |
| CALDWELL, JORDAN | SHELBYVILLE, IN | CALDWELL'S INC., EXECUTIVE | $3,300 |
| DOPPELT, BRIAN | BOCA RATON, FL | BAINBRIDGE COMPANIES, EXECUTIVE | $3,300 |
| ELWOOD, MARK | COLUMBUS, IN | RETIRED, RETIRED | $3,300 |
| JOHNSON, RICHARD L JR. | COLUMBUS, IN | JOHNSON VENTURES, EXECUTIVE | $3,300 |
Their biggest PAC and party givers
SCALISE LEADERSHIP FUND
$15K
SMITH VICTORY
$15K
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE
$15K
ALLIED PILOTS ASSOCIATION POLITICAL ACTION COMMITTEE
$13K
EMMER VICTORY COMMITTEE
$10K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC/PAC) | AMERICAN COUNCIL OF ENGINEERING COMPANIES | $15,500 | 5 |
| THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE | SCALISE LEADERSHIP FUND | $15,000 | 3 |
| MR. SOUTHERN MISSOURIAN IN THE HOUSE PAC | SMITH VICTORY | $15,000 | 5 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $14,994 | 7 | |
| ELEVANCE HEALTH, INC. POLITICAL ACTION COMMITTEE (ELEVANCE HEALTH PAC) | ELEVANCE HEALTH, INC. | $14,500 | 8 |
| ALLIED PILOTS ASSOCIATION POLITICAL ACTION COMMITTEE | $12,500 | 4 | |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $10,000 | 4 |
| HONEYWELL INTERNATIONAL INC. TECHNOLOGIES PUBLIC AFFAIRS COUNCIL (HONPAC) | HONEYWELL INTERNATIONAL INC. | $10,000 | 8 |
| ELECTING MAJORITY MAKING EFFECTIVE REPUBLICANS PAC | EMMER VICTORY COMMITTEE | $10,000 | 2 |
| AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE (SKINPAC) | AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION | $10,000 | 4 |
| REPUBLICAN MAINSTREET PARTNERSHIP PAC | NONE | $9,000 | 5 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $7,500 | 3 |
| CATERPILLAR INC. POLITICAL ACTION COMMITTEE (CATPAC) | CATERPILLAR INC. | $7,500 | 3 |
| AMERICAN BANKERS ASSOCIATION PAC (BANKPAC) | AMERICAN BANKERS ASSOCIATION (ABA) | $7,500 | 4 |
| NATIONAL ASPHALT PAVEMENT ASSOCIATION POLITICAL ACTION COMMITTEE (NAPA-PAC) | NATIONAL ASPHALT PAVEMENT ASSOCIATION POLITICAL ACTION COMMITTEE (NAPA-PAC) | $7,000 | 3 |
| BUCKEYE LIBERTY POLITICAL ACTION COMMITTEE | BUCKEYE VICTORY FUND | $7,000 | 2 |
| SCALISE FOR CONGRESS | SCALISE LEADERSHIP FUND | $6,000 | 3 |
| RUDY FOR INDIANA | RUDY VICTORY FUND | $6,000 | 3 |
| REPUBLICANS UNITED TO DEFEND YOU PAC | YAKYM | $6,000 | 2 |
| RAPTOR PAC | PFLUGER VICTORY FUND | $6,000 | 2 |
| NATIONAL STONE, SAND & GRAVEL ASSOCIATION ROCKPAC | NATIONAL STONE, SAND AND GRAVEL ASSOCIATION | $6,000 | 3 |
| MOTOROLA SOLUTIONS, INC. POLITICAL ACTION COMMITTEE | MOTOROLA SOLUTIONS, INC. | $6,000 | 6 |
| TOYOTA MOTOR NORTH AMERICA, INC POLITICAL ACTION COMMITTEE (TOYOTA/LEXUS PAC) | TOYOTA MOTOR NORTH AMERICA, INC | $5,000 | 5 |
| TAFT STETTINIUS & HOLLISTER LLP POLITICAL ACTION COMMITTEE | $5,000 | 2 | |
| OORAH! POLITICAL ACTION COMMITTEE | YOUNG VICTORY COMMITTEE | $5,000 | 1 |
Outside spending for and against them
- Against them
- For them
All of it
$92K
Who spent it
BUILDING A STRONG AMERICA
$91K
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND
$852
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| BUILDING A STRONG AMERICA | for | $91,028 | 8 |
| NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND | against | $852 | 4 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
$9,500
$6,600
$5,000
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| THE AMERICAN COUNCIL OF ENGINEERING COMPANIES | $10,000 | 2 | Aug 20, 2025 | Aug 20, 2025 |
| HONEYWELL INTERNATIONAL | $10,000 | 8 | Mar 25, 2025 | Jun 26, 2026 |
| ALLIED PILOTS ASSOCIATION | $10,000 | 3 | Mar 19, 2025 | Jun 26, 2026 |
| ELEVANCE HEALTH, INC. | $9,500 | 5 | Aug 27, 2025 | May 28, 2026 |
| NATIONAL ASSOCIATION OF REALTORS | $7,000 | 4 | May 7, 2025 | Mar 25, 2026 |
| INTERNATIONAL BROTHERHOOD OF TEAMSTERS | $7,000 | 4 | Feb 11, 2025 | Apr 22, 2025 |
| A10 ASSOCIATES, LLC | $6,600 | 1 | Jan 15, 2025 | Jan 15, 2025 |
| NATIONAL BEER WHOLESALERS ASSOCIATION | $5,000 | 2 | Aug 12, 2025 | Mar 25, 2026 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $5,000 | 1 | Apr 21, 2026 | Apr 21, 2026 |
| CUMMINS, INC. | $5,000 | 2 | Apr 15, 2025 | Mar 9, 2026 |
| COX ENTERPRISES INC. | $5,000 | 3 | Apr 11, 2025 | Mar 26, 2026 |
| BNSF RAILWAY COMPANY | $5,000 | 3 | Sep 24, 2025 | Mar 24, 2026 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | $5,000 | 1 | Apr 22, 2026 | Apr 22, 2026 |
| AMERICAN CRYSTAL SUGAR COMPANY | $5,000 | 1 | Nov 20, 2025 | Nov 20, 2025 |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION | $4,000 | 4 | Mar 24, 2025 | Jun 25, 2026 |
| ROLLS-ROYCE NORTH AMERICA AND ITS AFFILIATES | $4,000 | 3 | Sep 24, 2025 | Jun 26, 2026 |
| MOTOROLA SOLUTIONS, INC | $4,000 | 4 | Apr 16, 2025 | Apr 30, 2026 |
| LOCKHEED MARTIN CORPORATION | $4,000 | 4 | Jun 11, 2025 | Dec 8, 2025 |
| TRANSPORTATION INTERMEDIARIES ASSOCIATION | $3,500 | 2 | May 2, 2025 | May 30, 2025 |
| NATIONAL APARTMENT ASSOCIATION | $3,500 | 2 | May 15, 2025 | Dec 18, 2025 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $3,500 | 3 | Mar 27, 2025 | Sep 9, 2025 |
| AMERICAN HOSPITAL ASSOCIATION | $3,500 | 2 | Feb 11, 2025 | Jun 23, 2025 |
| TOYOTA MOTOR NORTH AMERICA, INC. (TMA) | $3,000 | 3 | May 8, 2025 | Dec 19, 2025 |
| DUKE ENERGY CORPORATION | $3,000 | 3 | Mar 25, 2025 | Feb 26, 2026 |
| WOOLPERT, INC. | $2,500 | 1 | May 23, 2025 | May 23, 2025 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 7 earmarks, $10.1M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$10.1M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 6 of theirs went to their donors' employers; chance gives about 0: about what chance gives.
The largest
Indianapolis Metropolitan Police Department
2 earmarks · DOJ
$2.5M
Town of McCordsville
Department of Transportation
$2.0M
City of Richmond Bridge Reconstruction
Department of Transportation
$1.8M
Town of Liberty Bridge Reconstruction
Department of Transportation
$1.3M
Town of Dublin for Water Treatment Plant Project
Environmental Protection Agency
$1.3M
Town of Glenwood for Water Line Project
Environmental Protection Agency
$1.3M
All 7
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | Town of McCordsville Mt. Comfort Road Regional Underpass Department of Transportation · Consolidated Rail Infrastructure and Safety Improvements · IN | $2,000,000 | |||
| FY 2026 | City of Richmond Bridge Reconstruction Department of Transportation · Highway Infrastructure Programs · IN | $1,800,000 | |||
| FY 2026 | Town of Liberty Bridge Reconstruction Department of Transportation · Highway Infrastructure Programs · IN | $1,300,000 | |||
| FY 2026 | Indianapolis Metropolitan Police Department Indianapolis Metropolitan Police Department Mobile Incident Command Vehicle DOJ · COPS Tech · IN | $1,250,000 | |||
| FY 2026 | Indianapolis Metropolitan Police Department Indianapolis Metropolitan Police Department Hostile Vehicle Mitigation Barriers DOJ · COPS Tech · IN | $1,250,000 | |||
| FY 2026 | Town of Dublin for Water Treatment Plant Project Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · IN | $1,250,000 | |||
| FY 2026 | Town of Glenwood for Water Line Project Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · IN | $1,250,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
H.R. 5371
Continuing Appropriations, Agriculture, Legislative Branch, Military C…
438 clients
H.R. 7567
Farm, Food, and National Security Act of 2026
372 clients
H.R. 4553
Energy and Water Development and Related Agencies Appropriations Act, …
283 clients
H.R. 6938
Commerce, Justice, Science; Energy and Water Development; and Interior…
259 clients
H.R. 6644
21st Century ROAD to Housing Act
257 clients
H.R. 4776
SPEED Act
252 clients
H.R. 3633
Digital Asset Market Clarity Act
247 clients
H.R. 8646
Agriculture, Rural Development, Food and Drug Administration, and Rela…
223 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | yea | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | nay | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | yea | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | yea | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | yea | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | yea | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | yea | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | yea | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | yea | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | not voting | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | not voting | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | yea | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | nay | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | yea | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | yea | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | nay | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | yea | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | yea | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | yea | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | yea | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | nay | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | yea | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | yea | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | nay | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | yea | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | yea | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | yea | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | yea | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | yea | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | yea | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | nay | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | nay | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | yea | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | nay | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | nay | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | yea | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | nay | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | yea | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | nay | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | nay | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | yea | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | not voting | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | yea | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | yea | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | yea | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | nay | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | yea | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | yea | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | nay | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | yea | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | nay | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | yea | Passed |
What they sponsor bills about
119th Congress: 20 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 10830 Build More Homes Act | Oct 15, 2026 Referred to the House Committee on Financial Services. |
| H.R. 10705 Stop SIM Box Scams Act | Oct 1, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9880 GPS Modernization Acceleration Act | Jul 22, 2026 Referred to the Committee on Armed Services, and in addition to the Committee on Transportation and Infrastruc |
| H.Res. 1449 Expressing support for the Freedom 250 Grand Prix, to be held in the District of Columbia in August 2026. | Jul 22, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 9020 No U.S. Funding for UNIFIL Act | May 22, 2026 Referred to the Committee on Foreign Affairs, and in addition to the Committee on Armed Services, for a period |
| H.R. 8635 VERIFY Act of 2026 | Apr 30, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 8527 Rural Animal Shelter Investment Act | Apr 27, 2026 Referred to the House Committee on Agriculture. |
| H.R. 7633 American Assistance Visibility Act | Mar 26, 2026 Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 44 - 1. |
| H.R. 7236 In Good Standing Adoption Agencies Act of 2026 | Jan 23, 2026 Referred to the House Committee on Ways and Means. |
| H.R. 7121 Securing Federal Devices from Chinese Applications Act | Jan 15, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 7003 BIS STRENGTH Act | Apr 22, 2026 Ordered to be Reported by the Yeas and Nays: 42 - 2. |
| H.Res. 931 Expressing support for the designation of December 4, 2025, as "National Scam Prevention Day". | Dec 4, 2025 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 5980 Mexico Cross-Border Crime Accountability Act | Nov 7, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 5490 Dismantle Foreign Scam Syndicates Act | Dec 3, 2025 Ordered to be Reported in the Nature of a Substitute (Amended) by the Yeas and Nays: 48 - 0. |
| H.R. 4531 BANNED in Latin America Act | Jul 17, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 3934 Water Quality Standards Attainability Act | Jun 13, 2025 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 3523 To require the Secretary of the Treasury to designate certain covered organizations as Foreign Financial Threat Organiza | May 20, 2025 Referred to the Committee on Foreign Affairs, and in addition to the Committees on Financial Services, and Ene |
| H.R. 3426 Courthouse Affordability and Space Efficiency Act of 2025 | Dec 1, 2025 Received in the Senate and Read twice and referred to the Committee on Environment and Public Works. |
| H.R. 1501 Protecting Domestic Mining Act of 2025 | Sep 14, 2026 Received in the Senate and Read twice and referred to the Committee on Homeland Security and Governmental Affa |
| H.R. 816 Build the Wall Act of 2025 | Jan 28, 2025 Referred to the Subcommittee on Border Security and Enforcement. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 20 | 0 | 228 |
Subcommittees
Holdings and trades
$304.4M – $1.2B+net worth, 2025 report
1,389trades on their reports
0 of 634trades reported after 45 days
37 daystypical time to report a trade
0reports filed on paper
2filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Extra Space Storage Inc Common Stock
Corporate Securities · Self
$50.0M+
Fidelity Insti Money Market Funds Money Market Port - Inst Cl
Mutual Funds · Self
$25.0M+
ONB Money Market
Bank Deposit · Self
$25.0M+
Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025
Corporate Securities · Self
$5.0M+
BNP Paribas 3 yr Dual Direction Buffered Note SPX
Corporate Securities · Self
$5.0M+
BNP Paribas 4 yr Barrier Note INDU/RTY
Corporate Securities · Self
$5.0M+
BNP Paribas 5 yr Barrier Note INDU/NDX/RTY
Corporate Securities · Self
$5.0M+
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025
Corporate Securities · Self
$5.0M+
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025
Corporate Securities · Self
$5.0M+
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025
Corporate Securities · Self
$5.0M+
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025
Corporate Securities · Self
$5.0M+
JP Morgan 3-year auto callable buffer note RTY- December 2025
Government Securities · Self
$5.0M+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Extra Space Storage Inc Common Stock | Corporate Securities | Self | $50.0M – — | Dividends: $1.0M – $5.0M |
| Fidelity Insti Money Market Funds Money Market Port - Inst Cl | Mutual Funds | Self | $25.0M – $50.0M | Dividends: $100K – $1.0M |
| ONB Money Market | Bank Deposit | Self | $25.0M – $50.0M | Dividends: $1.0M – $5.0M |
| Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| BNP Paribas 3 yr Dual Direction Buffered Note SPX | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| BNP Paribas 4 yr Barrier Note INDU/RTY | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| BNP Paribas 5 yr Barrier Note INDU/NDX/RTY | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| JP Morgan 3-year auto callable buffer note RTY- December 2025 | Government Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 | Corporate Securities | Self | $5.0M – $25.0M | Capital Gains: $0 – $0 |
| Allianz Buffered Annuity - S&P 500 Dual Direction Trigger | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Allianz Buffered Annuity - S&P 500 Trigger | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Brighthouse Buffered Annuity Russell 2000 Cap Rate | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Brighthouse Buffered Annuity S&P 500 Trigger Rate | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Jackson National Buffered Annuity S&P 500 Annual cap rate | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Lincoln Level Advantage 3 year First Trust Cap Strength | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Lincoln Level Advantage Buffered Annuity - S&P 500 trigger | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Lincoln Level Advantage Buffered Annuity S&P 500 Cap | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Prudential Buffered Annuity - S&P 500 Tiered Particpation | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Prudential Buffered Annuity - S&P 500 Trigger Rate Plus | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Prudential RILA - 10% Buffer 3-year S&P 500 Index | Stock Option | Self | $5.0M – $25.0M | Tax-Deferred: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
SEI Daily Income Trust Government II Fund Class F (TCGXX)
2025–2025 · $5.6M – $26.6M
33 trades
SSGA S&P 500 Index Fd (SVSPX)
2025–2025 · $227K – $680K
16 trades
Fidelity Contrafund K6 (FLCNX)
2025–2025 · $262K – $780K
15 trades
Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX)
2025–2025 · $31.2M – $155.5M
11 trades
SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX)
2025–2025 · $5.2M – $25.4M
10 trades
NVIDIA Corporation - Common Stock (NVDA)
2025–2025 · $1.5M – $3.3M
10 trades
BlackRock, Inc. Common Stock (BLK)
2025–2025 · $500K – $1.0M
10 trades
Texas Instruments Incorporated - Common Stock (TXN)
2025–2025 · $390K – $1.0M
10 trades
Advanced Micro Devices, Inc. (AMD)
2025–2025 · $360K – $800K
10 trades
Applied Materials, Inc. - Common Stock (AMAT)
2025–2025 · $360K – $800K
10 trades
Their latest 300 of 1,389 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-05-20 | Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 via A. Advisory Account holding Structured Notes | Purchase | Self | $1.0M – $5.0M | 17 |
| 2026-05-20 | JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 17 |
| 2026-02-17 | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation r via Registered Index Linked Annuity (RILA) | Purchase | Self | $1.0M – $5.0M | 25 |
| 2026-02-17 | Prudential RILA - 10% Buffer 3-year S&P 500 Index via Registered Index Linked Annuity (RILA) | Purchase | Self | $1.0M – $5.0M | 25 |
| 2026-02-17 | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index via Registered Index Linked Annuity (RILA) | Purchase | Self | $1.0M – $5.0M | 25 |
| 2026-02-09 | Brighthouse Buffered Annuity S&P 500 Trigger Rate via Registered Index Linked Annuity (RILA) | Sale (Full) | Self | $5.0M – $25.0M | 33 |
| 2026-02-09 | Brighthouse Buffered Annuity Russell 2000 Cap Rate via Registered Index Linked Annuity (RILA) | Sale (Full) | Self | $5.0M – $25.0M | 33 |
| 2025-12-30 | JP Morgan 3-year one-time callable barrier note via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 3 |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 3 |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 2 |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 1 |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 0 |
| 2025-12-30 | JP Morgan 3-year one-time callable barrier note via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-30 | JP Morgan 3-year auto callable buffer note via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-29 | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA] Jefferson Shrev via Registered Index Linked Annuity (RILA) | Purchase | Self | $5.0M – $25.0M | 3 |
| 2025-12-29 | Prudential RILA - 10% Buffer 3-year S&P 500 Index via Registered Index Linked Annuity (RILA) | Purchase | Self | $5.0M – $25.0M | 2 |
| 2025-12-29 | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation r via Registered Index Linked Annuity (RILA) | Purchase | Self | $5.0M – $25.0M | 1 |
| 2025-12-29 | SEI Tax-Managed Small/Mid Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-29 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-29 | SEI International Trust Emerging Markets Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $15K – $50K | annual |
| 2025-12-29 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $100K – $250K | annual |
| 2025-12-29 | Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index via B. Registered Index Linked Annuity (RILA) | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-29 | Prudential RILA - 10% Buffer 3-year S&P 500 Index via B. Registered Index Linked Annuity (RILA) | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-29 | Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation r via B. Registered Index Linked Annuity (RILA) | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-12-26 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl via A. Advisory Account holding Structured Notes | Sale (Partial) | Self | $5.0M – $25.0M | annual |
| 2025-12-18 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-12-18 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-12-17 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $250K – $500K | annual |
| 2025-12-17 | SEI Tax-Managed Small/Mid Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $50K – $100K | annual |
| 2025-12-17 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $50K – $100K | annual |
| 2025-12-17 | SEI International Trust Emerging Markets Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-17 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $50K – $100K | annual |
| 2025-12-05 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-11-18 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-11-18 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-11-17 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl via A. Advisory Account holding Structured Notes | Sale (Partial) | Self | $5.0M – $25.0M | annual |
| 2025-11-13 | JP Morgan 5 year Barrier Note INDU/NDX/RTY via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 31 |
| 2025-11-13 | Bank of Montreal 13-Month Digital Buffer Note via Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | 31 |
| 2025-11-13 | Bank of Montreal 13-Month Digital Buffer Note via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-11-13 | JP Morgan 5 year Barrier Note INDU/NDX/RTY via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-10-20 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-10-20 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-10-20 | SEI International Trust Emerging Markets Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-10-17 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-10-17 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-15 | Macquarie Opportunity Fund Institutional via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-10-15 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-10-15 | JPMorgan Core Bond A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $15K – $50K | annual |
| 2025-10-15 | Lord Abbett Investment Trust Short Duration Income Fd Cl A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $50K – $100K | annual |
| 2025-10-15 | Columbia Emerging Markets Bond Fund Class A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-10-15 | Templeton Foreign Fund Class A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-10-15 | LVIP Franklin Templeton Mult-Factor Emerging Market Equity Fund via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-10-13 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-06 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-03 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $15K – $50K | annual |
| 2025-10-03 | SEI Tax-Managed Small/Mid Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-26 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl via A. Advisory Account holding Structured Notes | Purchase | Self | $100K – $250K | annual |
| 2025-09-18 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-18 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-08 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-08-27 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-08-18 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-08-18 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-08-06 | Fidelity Insti Money Market Funds Money Market Port - Inst Cl via A. Advisory Account holding Structured Notes | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-07-21 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-07-21 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-07-21 | SEI International Trust Emerging Markets Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-07-18 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-07-18 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-07-15 | JPMorgan Core Bond A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $100K – $250K | annual |
| 2025-07-15 | Lord Abbett Investment Trust Short Duration Income Fd Cl A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $100K – $250K | annual |
| 2025-07-15 | Columbia Emerging Markets Bond Fund Class A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $50K – $100K | annual |
| 2025-07-15 | Templeton Foreign Fund Class A via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-07-15 | LVIP Franklin Templeton Mult-Factor Emerging Market Equity Fund via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-07-15 | Macquarie Opportunity Fund Institutional via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-07-15 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-07-15 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $100K – $250K | annual |
| 2025-07-07 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-07 | SEI Tax-Managed Small/Mid Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-07 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-18 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-18 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-09 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-06-03 | SEI Daily Income Trust Government II Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-02 | SEI Daily Income Trust Government II Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-29 | SEI Tax-Managed Small/Mid Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-29 | SEI Daily Income Trust Government II Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-16 | SEI Daily Income Trust Government II Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-16 | SSGA S&P 500 Index Fd via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-16 | Fidelity Contrafund K6 via P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-14 | SEI Daily Income Trust Government II Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Partial) | Self | $5.0M – $25.0M | annual |
| 2025-05-14 | SEI International Trust Emerging Markets Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1.0M – $5.0M | annual |
| 2025-05-14 | SEI Tax-Managed Small/Mid Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1.0M – $5.0M | annual |
| 2025-05-14 | SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $5.0M – $25.0M | annual |
| 2025-05-14 | SEI International Equity Fund Class F via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Purchase | Self | $1.0M – $5.0M | annual |
| 2025-05-13 | Wells Fargo 6.491 10/23/34 '33 MTN via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Wells Fargo 5.574 07/25/29 '28 Mtn via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Washington Cnty Tenn 4.0000 2027- 06-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Texas Tech Univ Revs 5.000 2029- 02-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | South Jordan Utah Sales Tax Rev 5.00 2028-8-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Sherman Tex 5.0000 2025-08-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Port Tacoma Wash Rev 4.0000 2025- 12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | PNC Finl Svc 6.875 10/20/34 '33 FRN via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Plano Tex Indpt Sch Dist 5.0000 2032-02-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Oviedo FLA Util Rev 5.0000 2032-10- 01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Oregon St 5.0000 2028-12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Ohio St Spl Oblig 5.0000 2029-04-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | New York NY 5.0000 2033-08-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | New York NY 5.0000 2028-08-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Minnesota St 5.00000 2025-08-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Minnesota ST 5.00 2025-08-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Memphis TN 5.0000 2032-05-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Maryland St Dept Transn Cons Transn 5.000 2029-09-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Las Vegas Nev 4.000 2027-06-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Laredo TEX 5.000 2031-2-15/ 516824JB6 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Lakewood Ohio City Sch Dist 5.0000 2025-12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Kansas City MO 4.0000 2030-02-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Houston Tex 5.000 2031-03-01/ 4423315C4 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Grand Praire Tex 5.0000 2032-02-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | General Motors Financial Company Inc 2.35 2031-01-08 via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | District Columbia Income Tax Rev 5.000 2032-03-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Denton Tex Indpt Sch Dist 5.0000 2029-08-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Denton Tex 5.0000 2029-02-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Denton Cnty Tex 4.0000 2029-07-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Comcast 6.50% maturing 11/15/35 via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 40 |
| 2025-05-13 | Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 via CRT - Standard Unit Trust | Sale (Full) | Self | $1,001 – $15K | 40 |
| 2025-05-13 | Citigroup Inc 5.875 2033-02-22 via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 40 |
| 2025-05-13 | Oviedo FLA Util Rev 5.0000 2032-10-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | Minnesota ST 5.00 2025-08-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Sherman Tex 5.0000 2025-08-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Wells Fargo 6.491 10/23/34 '33 MTN via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Kansas City MO 4.0000 2030-02-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Port Tacoma Wash Rev 4.0000 2025-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Grand Praire Tex 5.0000 2032-02-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | New York NY 5.0000 2028-08-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Plano Tex Indpt Sch Dist 5.0000 2032-02-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Texas Tech Univ Revs 5.000 2029-02-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Citigroup Inc 5.875 2033-02-22 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Denton Cnty Tex 4.0000 2029-07-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Oregon St 5.0000 2028-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Denton Tex Indpt Sch Dist 5.0000 2029-08-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Ohio St Spl Oblig 5.0000 2029-04-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Washington Cnty Tenn 4.0000 2027-06-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | Maryland St Dept Transn Cons Transn 5.000 2029-09-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Lakewood Ohio City Sch Dist 5.0000 2025-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Minnesota St 5.00000 2025-08-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Las Vegas Nev 4.000 2027-06-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Denton Tex 5.0000 2029-02-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Comcast 6.50% maturing 11/15/35 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Wells Fargo 5.574 07/25/29 '28 Mtn via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Memphis TN 5.0000 2032-05-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | District Columbia Income Tax Rev 5.000 2032-03-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06- 01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06- 01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | PNC Finl Svc 6.875 10/20/34 '33 FRN via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | South Jordan Utah Sales Tax Rev 5.00 2028-8-15 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | General Motors Financial Company Inc 2.35 2031-01-08 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $50K – $100K | annual |
| 2025-05-13 | New York NY 5.0000 2033-08-01 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Houston Tex 5.000 2031-03-01/ 4423315C4 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01-01/ 592112UX2 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | Laredo TEX 5.000 2031-2-15/ 516824JB6 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $15K – $50K | annual |
| 2025-05-13 | JP Morgan 4.912 7-25-33 '32/ 46647PDH6 via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO via Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-12 | Zoom Communications, Inc. - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Zoetis Inc. Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Workday, Inc. - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Williams Companies, Inc. via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Western Digital Corporation - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Welltower Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Wells Fargo & Company Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Warner Bros. Discovery, Inc. - Series A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Walt Disney Company via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Walmart Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Visa Inc. via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Vertex Pharmaceuticals Incorporated - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Verizon Communications Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Univest Financial Corporation - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | United Community Banks, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Union Pacific Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Uber Technologies, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Transdigm Group Incorporated Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Trane Technologies plc via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | TJX Companies, Inc. via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | The Trade Desk, Inc. - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | The J.M. Smucker Company Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | The Cigna Group Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | The Carlyle Group Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Texas Instruments Incorporated - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Tesla, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Take-Two Interactive Software, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Sysco Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Synopsys, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Stryker Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Spotify Technology S.A. Ordinary Shares via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Snowflake Inc. Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Sherwin-Williams Company via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Schneider National, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | SBA Communications Corporation - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Salesforce, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | S&P Global Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Rush Enterprises, Inc. - Class B Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | RTX Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Royal Gold, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Royal Caribbean Cruises Ltd. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Ross Stores, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | RLI Corp. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Realty Income Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Rapid7, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Quanta Services, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | PulteGroup, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Prudential Financial, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Progressive Corporation via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Procter & Gamble Company via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Primerica, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Phillips 66 Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Philip Morris International Inc Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Pepsico, Inc. via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | PayPal Holdings, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Palo Alto Networks, Inc. via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Palantir Technologies Inc. - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Oracle Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Old Republic International Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | OGE Energy Corp Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Occidental Petroleum Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | NVIDIA Corporation - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $500K – $1.0M | 41 |
| 2025-05-12 | NiSource Inc Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | NextEra Energy, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Newmont Corporation via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Netflix, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Nasdaq, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | MicroStrategy Incorporated - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Microsoft Corporation - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $500K – $1.0M | 41 |
| 2025-05-12 | Meta Platforms, Inc. - Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | McKesson Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | McDonald's Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Match Group, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Mastercard Incorporated Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Marvell Technology, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Marathon Petroleum Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | lululemon athletica inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Lowe's Companies, Inc. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Lockheed Martin Corporation Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Littelfuse, Inc. - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Linde plc - Ordinary Shares via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
| 2025-05-12 | Lennar Corporation Class A Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Lam Research Corporation - Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | Kroger Company via CRT - Standard Unit Trust | Sale (Full) | Self | $15K – $50K | 41 |
| 2025-05-12 | JP Morgan Chase & Co. Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $100K – $250K | 41 |
| 2025-05-12 | Johnson & Johnson Common Stock via CRT - Standard Unit Trust | Sale (Full) | Self | $50K – $100K | 41 |
What their office spends
What Shreve's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,620,508 over the last 4 quarters, 66% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $264,292 | $31,384 | $14,171 | $23,112 | $8,787 | $341,744 |
| Q1 '26 | $262,386 | $5,955 | $18,030 | $216,086 | $55,816 | $558,274 |
| Q4 '25 | $292,334 | $4,509 | $32,171 | $37,872 | $14,338 | $381,225 |
| Q3 '25 | $256,910 | $12,188 | $14,279 | $37,032 | $18,856 | $339,266 |
| Q2 '25 | $253,993 | $9,441 | $20,202 | $75,593 | $26,877 | $386,106 |
| Q1 '25 | $225,987 | $6,022 | $13,625 | $2,050 | $21,946 | $269,630 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Bishop Jeffrey O.
Chief of Staff
$206,250
Wenrich Megan M.
Legislative Director
$105,000
Boyce Beth A.
District Director
$90,839
Hatter John L.
Deputy District Director
$87,600
Stasiewicz Adam
Legislative Assistant
$72,900
Kocerha Stephen
Legislative Assistant
$66,000
Cook Hiroki C.
Legislative Correspondent
$56,600
Bruno Madeleine E.
Director of Operations
$53,361
Boyt Abigail
Caseworker
$50,283
Benfield Hannah L.
Press Secretary
$41,611
All 34
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Bishop Jeffrey O. | Chief of Staff | $206,250 | 4 |
| Wenrich Megan M. | Legislative Director | $105,000 | 4 |
| Boyce Beth A. | District Director | $90,839 | 3 |
| Hatter John L. | Deputy District Director | $87,600 | 4 |
| Stasiewicz Adam | Legislative Assistant | $72,900 | 4 |
| Kocerha Stephen | Legislative Assistant | $66,000 | 4 |
| Cook Hiroki C. | Legislative Correspondent | $56,600 | 4 |
| Bruno Madeleine E. | Director of Operations | $53,361 | 3 |
| Boyt Abigail | Caseworker | $50,283 | 4 |
| Benfield Hannah L. | Press Secretary | $41,611 | 3 |
| Holtkamp John | District Director | $33,667 | 2 |
| Herlevic Nicholas D. | Scheduler | $32,472 | 2 |
| Berry Debra J. | Part-time Employee | $30,300 | 4 |
| Wetherald Carrie M. | Financial Administrator | $25,000 | 4 |
| Dickson Kevin T. | Staff Assistant | $21,625 | 2 |
| Fogelson Mark J. | Press Secretary | $21,486 | 2 |
| Ryman Jesse | Staff Assistant | $16,750 | 2 |
| Mantell Kevin | Paid Intern - House Program · Temporary Employee | $10,930 | 4 |
| White Isaac P. | Part-time Employee · District Office Paid Intern - | $9,900 | 4 |
| Kallookulangara Sophia | Paid Intern - House Program | $6,060 | 2 |
| Carlile Camden J. | District Office Paid Intern - · Temporary Employee | $5,054 | 4 |
| Michaels Lauren D. | Paid Intern - House Program | $4,550 | 2 |
| Pettyjohn Nathaniel Z. | Paid Intern - House Program | $4,450 | 2 |
| Aung Bryan | Paid Intern - House Program | $4,091 | 2 |
| Knarr Jacob D. | District Office Paid Intern - | $3,673 | 2 |
| Grieser Ryan N. | Paid Intern - House Program · District Office Paid Intern - | $3,217 | 2 |
| Rigler Chase | Paid Intern - House Program | $2,500 | 1 |
| Arterberry Max J. | Paid Intern - House Program | $1,750 | 1 |
| Underhill Samuel J. | Paid Intern - House Program | $1,550 | 1 |
| Fowler Kyle | Paid Intern - House Program | $1,550 | 1 |
| Iqbal Haaris H. | Paid Intern - House Program | $1,500 | 1 |
| Lampen Greta | District Office Paid Intern - | $1,480 | 1 |
| Christensen Ella R. | District Office Paid Intern - | $1,075 | 1 |
| Folco Gabriel J. | District Office Paid Intern - | $850 | 1 |
Private funds
13private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Cantor Fitzgerald Opportunity Zone Fund
held from 2024
$15.0M
Griffin Capital Opportunity Zone Fund III
held from 2024
$15.0M
Inland Student Housing Opportunity Zone Fund
held from 2024
$15.0M
Residential Property 1
held from 2024
$6.0M
Inland Self Storage Opportunity Zone Fund
held from 2024
$3.0M
Pacific Oak Opportunity Zone Fund
held from 2024
$3.0M
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem
trades went through it
$1.5M
Standard Unit Trust
trades went through it
$1.5M
LVIP Franklin Templeton Mult-Factor Emerging Market Equity Fund
4 trades
$880K
Residential Property 4
held from 2024
$375K
Storage Express Construction LLC
held from 2024
$375K
Residential Property 3
held from 2024
$175K
All 13, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Cantor Fitzgerald Opportunity Zone Fund | held 2024 | $5.0M – $25.0M | |||||||
| Griffin Capital Opportunity Zone Fund III | held 2024 | $5.0M – $25.0M | |||||||
| Inland Student Housing Opportunity Zone Fund | held 2024 | $5.0M – $25.0M | |||||||
| Residential Property 1 | held 2024 | $2.0M – $10.0M | |||||||
| Inland Self Storage Opportunity Zone Fund | held 2024 | $1.0M – $5.0M | |||||||
| Pacific Oak Opportunity Zone Fund | held 2024 | $1.0M – $5.0M | |||||||
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; rem trades went through it | 2025-01-16 | $739K – $2.3M | |||||||
| Standard Unit Trust trades went through it | 2025-01-16 | $739K – $2.3M | |||||||
| LVIP Franklin Templeton Mult-Factor Emerging Market Equity Fund | 2025-01-15 | $60K – $200K | $500K – $1.0M | ||||||
| Residential Property 4 | held 2024 | $250K – $500K | |||||||
| Storage Express Construction LLC | held 2024 | $250K – $500K | |||||||
| Residential Property 3 | held 2024 | $100K – $250K | |||||||
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; rem trades went through it | 2025-01-15 | $60K – $200K |
How their trades did
Each of Shreve's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 1,098 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-2.0%-1.0%0+1.0%+2.0%
30 days later
1,098 trades · 52% beat the market
+0.3%
90 days later
1,098 trades · 53% beat the market
+0.5%
Before the public knew: between trading and first reporting a trade (a median of 31 days; 0% of them reported late), their trades moved +0.4% against the market, where the same trades on other days give -0.9% to +0.9%. Copying each on the day it was reported would have earned -0.3% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from May 8, 2015: 8.0% a year against the S&P 500's 13.6%; copying the reports, 6.1%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Sold Vaxcyte, Inc. (PCVX) 2025-03-05 · $15K – $50K · +44.2% against the market in 30 days, +55.6% in 90
- Sold Vaxcyte, Inc. (PCVX) 2025-03-05 · $15K – $50K · +44.2% against the market in 30 days, +55.6% in 90
- Bought Dollar General Corporation (DG) 2025-03-05 · $15K – $50K · +38.8% against the market in 30 days, +50.2% in 90
Worst timed
- Bought UnitedHealth Group Incorporated (UNH) 2025-04-07 · $15K – $50K · -36.7% against the market in 30 days, -64.8% in 90
- Bought UnitedHealth Group Incorporated (UNH) 2025-04-07 · $15K – $50K · -36.7% against the market in 30 days, -64.8% in 90
- Sold Block, Inc. (XYZ) 2025-05-08 · $15K – $50K · -25.3% against the market in 30 days, -39.9% in 90
Financial disclosures
17 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Aug 12, 2026 | Annual Report for 2025 | 756 |
| Jun 6, 2026 | Periodic Transaction Report | 2 |
| May 15, 2026 | Extension for 2025 | — |
| Mar 14, 2026 | Periodic Transaction Report | 5 |
| Jan 2, 2026 | Periodic Transaction Report | 2 |
| Jan 1, 2026 | Periodic Transaction Report | 2 |
| Dec 31, 2025 | Periodic Transaction Report | 2 |
| Dec 30, 2025 | Periodic Transaction Report | 2 |
| Dec 14, 2025 | Periodic Transaction Report | 2 |
| Jun 22, 2025 | New Filer Report for 2024 | 319 |
| Jun 22, 2025 | Periodic Transaction Report | 296 |
| May 8, 2025 | Periodic Transaction Report | 142 |
| May 5, 2025 | Extension for 2024 | — |
| Apr 11, 2025 | Periodic Transaction Report | 114 |
| Mar 9, 2025 | Periodic Transaction Report | 66 |
| Feb 12, 2025 | Periodic Transaction Report | 1 |
| Apr 5, 2024 | Candidate Report for 2024 | 57 |
2 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Jun 22, 2025 | 2015-05-08 | Danaher Corporation Common Stock (DHR) | Impossible date | Never amended |
| Jun 22, 2025 | 2015-05-08 | Delta Air Lines, Inc. Common Stock (DAL) | Impossible date | Never amended |