SURVYR

Congress

Congressional Stock Disclosures

U.S. House STOCK Act Periodic Transaction Reports at a glance.

/House Disclosure Summary
58 Buys (24%) vs. 186 Sells (76%)
All (250) Dem (0) Rep (250) Buys Only
Reset
1795 transactions shown
MM
Michael McCaul R · TX
AVGO Broadcom
BUY $100,001 - $250,000 Traded 2026-10-10
Filing details, owner & disclosure lag (7d delay)⌄
Filed: 2026-10-17 Disclosure lag: 7 days after trade Owner: Self Asset: Broadcom Inc. Official House PTR PDF ↗
PLTR Palantir Technologies
BUY $15,001 - $50,000 Traded 2026-10-12
Filing details, owner & disclosure lag (6d delay)⌄
Filed: 2026-10-18 Disclosure lag: 6 days after trade Owner: Self Asset: Palantir Technologies Inc. Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
GOOG Alphabet Inc. (Class C)
SELL $50,001 – $100,000 Traded 2026-10-16
Filing details, owner & disclosure lag (3d delay)⌄
Filed: 2026-10-19 Disclosure lag: 3 days after trade Owner: Self Asset: Alphabet Inc. - Class C Capital Stock Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
WSBC WesBanco
SELL $1,001 – $15,000 Traded 2026-10-16
Filing details, owner & disclosure lag (3d delay)⌄
Filed: 2026-10-19 Disclosure lag: 3 days after trade Owner: Self Asset: WesBanco, Inc. Official House PTR PDF ↗
LL
Laurel M. Lee R · FL15
NOKBF Nokia Corp.
BUY $15,001 – $50,000 Traded 2026-09-18
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-10-16 Disclosure lag: 28 days after trade Owner: Spouse Asset: NOKIA A SHS Official House PTR PDF ↗
LL
Laurel M. Lee R · FL15
BAC Bank of America
SELL $50,001 – $100,000 Traded 2026-08-24
Filing details, owner & disclosure lag (53d delay)⌄
Filed: 2026-10-16 Disclosure lag: 53 days after trade Owner: Spouse Asset: Bank of America Corporation Official House PTR PDF ↗
DT
David J. Taylor R · OH02
PG Procter & Gamble
SELL $1,001 – $15,000 Traded 2026-10-12
Filing details, owner & disclosure lag (3d delay)⌄
Filed: 2026-10-15 Disclosure lag: 3 days after trade Owner: Self Asset: Procter & Gamble Company Official House PTR PDF ↗
DT
David J. Taylor R · OH02
T AT&T
BUY $1,001 – $15,000 Traded 2026-10-09
Filing details, owner & disclosure lag (6d delay)⌄
Filed: 2026-10-15 Disclosure lag: 6 days after trade Owner: Self Asset: AT&T Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
FITB Fifth Third Bancorp
BUY $1,001 – $15,000 Traded 2026-10-09
Filing details, owner & disclosure lag (6d delay)⌄
Filed: 2026-10-15 Disclosure lag: 6 days after trade Owner: Self Asset: Fifth Third Bancorp Official House PTR PDF ↗
DT
David J. Taylor R · OH02
RPM RPM International
BUY $1,001 – $15,000 Traded 2026-10-09
Filing details, owner & disclosure lag (6d delay)⌄
Filed: 2026-10-15 Disclosure lag: 6 days after trade Owner: Self Asset: RPM International Inc. Official House PTR PDF ↗
RA
Rick W. Allen R · GA12
AZO AutoZone
SELL $15,001 – $50,000 Traded 2026-09-22
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-10-14 Disclosure lag: 22 days after trade Owner: Spouse Asset: AutoZone, Inc. Official House PTR PDF ↗
RA
Rick W. Allen R · GA12
COST Costco
SELL $1,001 – $15,000 Traded 2026-09-18
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-14 Disclosure lag: 26 days after trade Owner: Spouse Asset: Costco Wholesale Corporation Official House PTR PDF ↗
RM
Richard McCormick R · GA06
BRK-B Berkshire Hathaway
BUY $1,001 – $15,000 Traded 2026-09-18
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-14 Disclosure lag: 26 days after trade Owner: Self Asset: Berkshire Hathaway Inc. New Official House PTR PDF ↗
DM
Daniel Meuser R · PA09
NVDA Nvidia
SELL $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (44d delay)⌄
Filed: 2026-10-14 Disclosure lag: 44 days after trade Owner: Spouse Asset: NVIDIA Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
NEE NextEra Energy
SELL $15,001 – $50,000 Traded 2026-10-02
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-10-13 Disclosure lag: 11 days after trade Owner: Joint Asset: NextEra Energy, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CVX Chevron Corporation
SELL $15,001 – $50,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Chevron Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CB Chubb Limited
SELL $1,001 – $15,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Chubb Limited Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DVN Devon Energy
SELL $50,001 – $100,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Devon Energy Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DVN Devon Energy
SELL $15,001 – $50,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Devon Energy Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $1,001 – $15,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LMT Lockheed Martin
SELL $15,001 – $50,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Lockheed Martin Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LMT Lockheed Martin
SELL $15,001 – $50,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Lockheed Martin Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MRSH Marsh McLennan
SELL $50,001 – $100,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Marsh Official House PTR PDF ↗
KH
Kevin Hern R · OK01
SBUX Starbucks
SELL $15,001 – $50,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: Starbucks Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
UNH UnitedHealth Group
SELL $15,001 – $50,000 Traded 2026-09-23
Filing details, owner & disclosure lag (20d delay)⌄
Filed: 2026-10-13 Disclosure lag: 20 days after trade Owner: Joint Asset: UnitedHealth Group Incorporated Official House PTR PDF ↗
KH
Kevin Hern R · OK01
EMR Emerson Electric
SELL $15,001 – $50,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Emerson Electric Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LIN Linde plc
SELL $15,001 – $50,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Linde plc Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LMT Lockheed Martin
SELL $15,001 – $50,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Lockheed Martin Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LMT Lockheed Martin
SELL $15,001 – $50,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Lockheed Martin Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LOW Lowe's
SELL $1,001 – $15,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Lowe's Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MRSH Marsh McLennan
SELL $50,001 – $100,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Marsh Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ROK Rockwell Automation
SELL $15,001 – $50,000 Traded 2026-09-17
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-10-13 Disclosure lag: 26 days after trade Owner: Joint Asset: Rockwell Automation, Inc. Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
IBRX ImmunityBio, Inc.
BUY $1,001 – $15,000 Traded 2026-09-30
Filing details, owner & disclosure lag (12d delay)⌄
Filed: 2026-10-12 Disclosure lag: 12 days after trade Owner: Spouse Asset: ImmunityBio, Inc. Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
MSFT Microsoft
BUY $1,001 – $15,000 Traded 2026-09-30
Filing details, owner & disclosure lag (12d delay)⌄
Filed: 2026-10-12 Disclosure lag: 12 days after trade Owner: Spouse Asset: Microsoft Corporation Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
STX Seagate Technology
SELL $15,001 – $50,000 Traded 2026-09-30
Filing details, owner & disclosure lag (12d delay)⌄
Filed: 2026-10-12 Disclosure lag: 12 days after trade Owner: Spouse Asset: Seagate Technology Holdings PLC Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
CAT Caterpillar Inc.
BUY $1,001 – $15,000 Traded 2026-09-28
Filing details, owner & disclosure lag (14d delay)⌄
Filed: 2026-10-12 Disclosure lag: 14 days after trade Owner: Spouse Asset: Caterpillar, Inc. Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
IBRX ImmunityBio, Inc.
BUY $1,001 – $15,000 Traded 2026-09-28
Filing details, owner & disclosure lag (14d delay)⌄
Filed: 2026-10-12 Disclosure lag: 14 days after trade Owner: Spouse Asset: ImmunityBio, Inc. Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
CACI CACI International
BUY $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-10-12 Disclosure lag: 28 days after trade Owner: Spouse Asset: CACI International, Inc. Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
NG Novagold Resources Inc.
BUY $1,001 – $15,000 Traded 2026-09-14
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-10-12 Disclosure lag: 28 days after trade Owner: Spouse Asset: Novagold Resources Inc. Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
OLN Olin Corporation
BUY $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-10-12 Disclosure lag: 28 days after trade Owner: Spouse Asset: Olin Corporation Official House PTR PDF ↗
LM
Lisa C. McClain R · MI09
RIG Transocean Ltd (Switzerland)
BUY $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-10-12 Disclosure lag: 28 days after trade Owner: Spouse Asset: Transocean Ltd Official House PTR PDF ↗
MS
BRK-B Berkshire Hathaway
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Berkshire Hathaway Inc. New Official House PTR PDF ↗
MS
BIIB Biogen
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Biogen Inc. Official House PTR PDF ↗
MS
BA Boeing
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Boeing Company Official House PTR PDF ↗
MS
BEP Brookfield Renewable Partners L.P. Limited Partnership Units
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Brookfield Renewable Partners L.P. Limited Partnership Units Official House PTR PDF ↗
MS
CB Chubb Limited
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Chubb Limited Official House PTR PDF ↗
MS
CSCO Cisco
SELL $15,001 – $50,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Cisco Systems, Inc. Official House PTR PDF ↗
MS
CSCO Cisco
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Cisco Systems, Inc. Official House PTR PDF ↗
MS
C Citigroup
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Citigroup, Inc. Official House PTR PDF ↗
MS
GLW Corning Inc.
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Corning Incorporated Official House PTR PDF ↗
MS
DDOG Datadog
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Datadog, Inc. Official House PTR PDF ↗
MS
FDX FedEx
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: FedEx Corporation Official House PTR PDF ↗
MS
GE GE Aerospace
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: GE Aerospace Official House PTR PDF ↗
MS
GS Goldman Sachs
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Goldman Sachs Group, Inc. Official House PTR PDF ↗
MS
HONA Honeywell Aerospace
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Honeywell Aerospace Inc. Official House PTR PDF ↗
MS
HON Honeywell Technologies
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Honeywell International Inc. Official House PTR PDF ↗
MS
MRVL Marvell Technology
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Marvell Technology, Inc. Official House PTR PDF ↗
MS
MRK Merck & Co.
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Merck & Company, Inc. Official House PTR PDF ↗
MS
META Meta Platforms
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Meta Platforms, Inc. Official House PTR PDF ↗
MS
MSFT Microsoft
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Microsoft Corporation Official House PTR PDF ↗
MS
MRNA Moderna
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Moderna, Inc. Official House PTR PDF ↗
MS
OKTA Okta, Inc.
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Okta, Inc. Official House PTR PDF ↗
MS
PTON Peloton Interactive, Inc.
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Peloton Interactive, Inc. Official House PTR PDF ↗
MS
RH RH
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: RH Official House PTR PDF ↗
MS
CRM Salesforce
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Salesforce, Inc. Official House PTR PDF ↗
MS
SNOW Snowflake Inc.
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Snowflake Inc. Official House PTR PDF ↗
MS
SPCX Space Exploration Technologies
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: Space Exploration Technologies Corp. Official House PTR PDF ↗
MS
URI United Rentals
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: United Rentals, Inc. Official House PTR PDF ↗
MS
UNH UnitedHealth Group
SELL $1,001 – $15,000 Traded 2026-09-24
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-10-07 Disclosure lag: 13 days after trade Owner: Self Asset: UnitedHealth Group Incorporated Official House PTR PDF ↗
MS
META Meta Platforms
BUY $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-10-07 Disclosure lag: 15 days after trade Owner: Self Asset: Meta Platforms, Inc. Official House PTR PDF ↗
MS
META Meta Platforms
BUY $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-10-07 Disclosure lag: 15 days after trade Owner: Self Asset: Meta Platforms, Inc. Official House PTR PDF ↗
MS
CSCO Cisco
SELL $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-10-07 Disclosure lag: 29 days after trade Owner: Self Asset: Cisco Systems, Inc. Official House PTR PDF ↗
MS
GLW Corning Inc.
BUY $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-10-07 Disclosure lag: 29 days after trade Owner: Self Asset: Corning Incorporated Official House PTR PDF ↗
MS
GLW Corning Inc.
BUY $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-10-07 Disclosure lag: 29 days after trade Owner: Self Asset: Corning Incorporated Official House PTR PDF ↗
MS
GLW Corning Inc.
SELL $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: Corning Incorporated Official House PTR PDF ↗
MS
GLW Corning Inc.
SELL $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: Corning Incorporated Official House PTR PDF ↗
MS
IBM IBM
SELL $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: International Business Machines Corporation Official House PTR PDF ↗
MS
IBM IBM
SELL $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: International Business Machines Corporation Official House PTR PDF ↗
MS
OKTA Okta, Inc.
BUY $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: Okta, Inc. Official House PTR PDF ↗
MS
OKTA Okta, Inc.
BUY $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: Okta, Inc. Official House PTR PDF ↗
MS
SNOW Snowflake Inc.
BUY $15,001 – $50,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: Snowflake Inc. Official House PTR PDF ↗
MS
SNOW Snowflake Inc.
BUY $1,001 – $15,000 Traded 2026-09-04
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-10-07 Disclosure lag: 33 days after trade Owner: Self Asset: Snowflake Inc. Official House PTR PDF ↗
MS
CVX Chevron Corporation
BUY $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (35d delay)⌄
Filed: 2026-10-07 Disclosure lag: 35 days after trade Owner: Self Asset: Chevron Corporation Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
MSFT Microsoft
SELL $1,001 – $15,000 Traded 2026-09-28
Filing details, owner & disclosure lag (4d delay)⌄
Filed: 2026-10-02 Disclosure lag: 4 days after trade Owner: Self Asset: Microsoft Corporation Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
GS Goldman Sachs
BUY $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-10-02 Disclosure lag: 29 days after trade Owner: Self Asset: Goldman Sachs Group, Inc. Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
WFC Wells Fargo
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-10-02 Disclosure lag: 29 days after trade Owner: Self Asset: Wells Fargo & Company Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AMGN Amgen
BUY $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-10-01 Disclosure lag: 9 days after trade Owner: Self Asset: Amgen Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
HD Home Depot (The)
BUY $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-10-01 Disclosure lag: 9 days after trade Owner: Self Asset: Home Depot, Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
HD Home Depot (The)
BUY $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-10-01 Disclosure lag: 9 days after trade Owner: Self Asset: Home Depot, Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
MPC Marathon Petroleum
SELL $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-10-01 Disclosure lag: 9 days after trade Owner: Self Asset: Marathon Petroleum Corporation Official House PTR PDF ↗
DT
David J. Taylor R · OH02
MPC Marathon Petroleum
SELL $1,001 – $15,000 Traded 2026-09-22
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-10-01 Disclosure lag: 9 days after trade Owner: Self Asset: Marathon Petroleum Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CNP CenterPoint Energy
SELL $15,001 – $50,000 Traded 2026-09-15
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-25 Disclosure lag: 10 days after trade Owner: Self Asset: CenterPoint Energy, Inc Official House PTR PDF ↗
KH
Kevin Hern R · OK01
STX Seagate Technology
SELL $1,001 – $15,000 Traded 2026-09-15
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-25 Disclosure lag: 10 days after trade Owner: Self Asset: Seagate Technology Holdings PLC Official House PTR PDF ↗
KH
Kevin Hern R · OK01
STE Steris
SELL $15,001 – $50,000 Traded 2026-09-15
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-25 Disclosure lag: 10 days after trade Owner: Self Asset: STERIS plc Official House PTR PDF ↗
KH
Kevin Hern R · OK01
TJX TJX Companies
SELL $1,001 – $15,000 Traded 2026-09-15
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-25 Disclosure lag: 10 days after trade Owner: Self Asset: TJX Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CDNS Cadence Design Systems
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Cadence Design Systems, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DVN Devon Energy
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Devon Energy Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
EMR Emerson Electric
SELL $1,001 – $15,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Emerson Electric Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
EMR Emerson Electric
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Emerson Electric Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $1,001 – $15,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
IQV IQVIA
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: IQVIA Holdings, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MRSH Marsh McLennan
SELL $1,001 – $15,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Marsh Official House PTR PDF ↗
KH
Kevin Hern R · OK01
NEE NextEra Energy
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: NextEra Energy, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ROK Rockwell Automation
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-25 Disclosure lag: 11 days after trade Owner: Joint Asset: Rockwell Automation, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
OKE Oneok
$500,001 – $1,000,000 Traded 2026-09-11
Filing details, owner & disclosure lag (14d delay)⌄
Filed: 2026-09-25 Disclosure lag: 14 days after trade Owner: Joint Asset: ONEOK, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
OKE Oneok
$100,001 – $250,000 Traded 2026-09-11
Filing details, owner & disclosure lag (14d delay)⌄
Filed: 2026-09-25 Disclosure lag: 14 days after trade Owner: Joint Asset: ONEOK, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ETN Eaton Corporation
SELL $1,001 – $15,000 Traded 2026-09-10
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-09-25 Disclosure lag: 15 days after trade Owner: Self Asset: Eaton Corporation, PLC Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $15,001 – $50,000 Traded 2026-09-10
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-09-25 Disclosure lag: 15 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
NVO Novo Nordisk A/S
SELL $1,001 – $15,000 Traded 2026-09-10
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-09-25 Disclosure lag: 15 days after trade Owner: Self Asset: Novo Nordisk A/S Official House PTR PDF ↗
KH
Kevin Hern R · OK01
UNH UnitedHealth Group
SELL $15,001 – $50,000 Traded 2026-09-10
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-09-25 Disclosure lag: 15 days after trade Owner: Joint Asset: UnitedHealth Group Incorporated Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BSX Boston Scientific
SELL $50,001 – $100,000 Traded 2026-09-09
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-25 Disclosure lag: 16 days after trade Owner: Joint Asset: Boston Scientific Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ITW Illinois Tool Works
SELL $15,001 – $50,000 Traded 2026-09-09
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-25 Disclosure lag: 16 days after trade Owner: Joint Asset: Illinois Tool Works Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MRSH Marsh McLennan
SELL $100,001 – $250,000 Traded 2026-09-09
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-25 Disclosure lag: 16 days after trade Owner: Joint Asset: Marsh Official House PTR PDF ↗
KH
Kevin Hern R · OK01
PTC PTC Inc.
SELL $50,001 – $100,000 Traded 2026-09-09
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-25 Disclosure lag: 16 days after trade Owner: Joint Asset: PTC Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
AAPL Apple Inc.
SELL $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (17d delay)⌄
Filed: 2026-09-25 Disclosure lag: 17 days after trade Owner: Dependent child Asset: Apple Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
AAPL Apple Inc.
SELL $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (17d delay)⌄
Filed: 2026-09-25 Disclosure lag: 17 days after trade Owner: Dependent child Asset: Apple Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest
SELL $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (17d delay)⌄
Filed: 2026-09-25 Disclosure lag: 17 days after trade Owner: Dependent child Asset: Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest Official House PTR PDF ↗
KH
Kevin Hern R · OK01
IQV IQVIA
SELL $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (17d delay)⌄
Filed: 2026-09-25 Disclosure lag: 17 days after trade Owner: Dependent child Asset: IQVIA Holdings, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BSX Boston Scientific
SELL $50,001 – $100,000 Traded 2026-09-04
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-25 Disclosure lag: 21 days after trade Owner: Joint Asset: Boston Scientific Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DVN Devon Energy
SELL $100,001 – $250,000 Traded 2026-09-04
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-25 Disclosure lag: 21 days after trade Owner: Joint Asset: Devon Energy Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ITW Illinois Tool Works
SELL $50,001 – $100,000 Traded 2026-09-04
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-25 Disclosure lag: 21 days after trade Owner: Joint Asset: Illinois Tool Works Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
OKE Oneok
SELL $15,001 – $50,000 Traded 2026-09-04
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-25 Disclosure lag: 21 days after trade Owner: Joint Asset: ONEOK, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BSX Boston Scientific
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: Boston Scientific Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BSX Boston Scientific
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: Boston Scientific Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BSX Boston Scientific
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: Boston Scientific Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
IQV IQVIA
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: IQVIA Holdings, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest Official House PTR PDF ↗
KH
Kevin Hern R · OK01
VUZI Vuzix Corporation
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: Vuzix Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
VUZI Vuzix Corporation
SELL $1,001 – $15,000 Traded 2026-09-03
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-25 Disclosure lag: 22 days after trade Owner: Dependent child Asset: Vuzix Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CDNS Cadence Design Systems
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Cadence Design Systems, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CL Colgate-Palmolive
SELL $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Colgate-Palmolive Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DHR Danaher Corporation
SELL $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Danaher Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ITW Illinois Tool Works
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Illinois Tool Works Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LIN Linde plc
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Linde plc Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LMT Lockheed Martin
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Lockheed Martin Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LMT Lockheed Martin
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Lockheed Martin Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LOW Lowe's
SELL $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Lowe's Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MRSH Marsh McLennan
SELL $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Marsh Official House PTR PDF ↗
KH
Kevin Hern R · OK01
NEE NextEra Energy
SELL $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: NextEra Energy, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ORLY O'Reilly Automotive
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: O'Reilly Automotive, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ROK Rockwell Automation
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Rockwell Automation, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ROK Rockwell Automation
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Rockwell Automation, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
SBUX Starbucks
SELL $1,001 – $15,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: Starbucks Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
TJX TJX Companies
SELL $15,001 – $50,000 Traded 2026-09-02
Filing details, owner & disclosure lag (23d delay)⌄
Filed: 2026-09-25 Disclosure lag: 23 days after trade Owner: Joint Asset: TJX Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BSX Boston Scientific
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Boston Scientific Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
RA Brookfield Real Assets Income F
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Brookfield Real Assets Income Fund Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CB Chubb Limited
BUY $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Chubb Limited Official House PTR PDF ↗
KH
Kevin Hern R · OK01
KO Coca-Cola Company (The)
BUY $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Coca-Cola Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CL Colgate-Palmolive
SELL $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Self Asset: Colgate-Palmolive Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CR Crane
SELL $50,001 – $100,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Crane Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CXT Crane NXT
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Crane NXT, Co. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CSX CSX Corporation
SELL $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Self Asset: CSX Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DHR Danaher Corporation
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Danaher Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DVN Devon Energy
SELL $100,001 – $250,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Devon Energy Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
DVN Devon Energy
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Self Asset: Devon Energy Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
XOM ExxonMobil
SELL $100,001 – $250,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: ExxonMobil Holdings Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
F Ford Motor Company
SELL $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Self Asset: Ford Motor Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HON Honeywell Technologies
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Honeywell International Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ITW Illinois Tool Works
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Illinois Tool Works Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LIN Linde plc
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Linde plc Official House PTR PDF ↗
KH
Kevin Hern R · OK01
NVO Novo Nordisk A/S
SELL $1,001 – $15,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Self Asset: Novo Nordisk A/S Official House PTR PDF ↗
KH
Kevin Hern R · OK01
OKE Oneok
SELL $50,001 – $100,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: ONEOK, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
ORLY O'Reilly Automotive
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: O'Reilly Automotive, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
PRGS Progress Software Corporation
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Progress Software Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
PTC PTC Inc.
SELL $50,001 – $100,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: PTC Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
TJX TJX Companies
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: TJX Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
SELL $15,001 – $50,000 Traded 2026-08-31
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-25 Disclosure lag: 25 days after trade Owner: Joint Asset: Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CL Colgate-Palmolive
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: Colgate-Palmolive Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CSX CSX Corporation
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: CSX Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
NVS Novartis AG
SELL $15,001 – $50,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: Novartis AG Official House PTR PDF ↗
KH
Kevin Hern R · OK01
PBA Pembina Pipeline Corp.
SELL $15,001 – $50,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: Pembina Pipeline Corp. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
TJX TJX Companies
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: TJX Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
WMT Walmart
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (29d delay)⌄
Filed: 2026-09-25 Disclosure lag: 29 days after trade Owner: Self Asset: Walmart Inc. Official House PTR PDF ↗
PS
Pete Sessions R · TX17
AAPL Apple Inc.
SELL $100,001 – $250,000 Traded 2026-09-22
Filing details, owner & disclosure lag (0d delay)⌄
Filed: 2026-09-22 Disclosure lag: 0 days after trade Owner: Spouse Asset: Apple Inc. Official House PTR PDF ↗
RA
Rick W. Allen R · GA12
AVGO Broadcom
BUY $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (41d delay)⌄
Filed: 2026-09-22 Disclosure lag: 41 days after trade Owner: Spouse Asset: Broadcom Inc. Official House PTR PDF ↗
RA
Rick W. Allen R · GA12
ROL Rollins, Inc.
SELL $15,001 – $50,000 Traded 2026-08-12
Filing details, owner & disclosure lag (41d delay)⌄
Filed: 2026-09-22 Disclosure lag: 41 days after trade Owner: Spouse Asset: Rollins, Inc. Official House PTR PDF ↗
RA
Rick W. Allen R · GA12
TSM Taiwan Semiconductor Mfg.
BUY $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (41d delay)⌄
Filed: 2026-09-22 Disclosure lag: 41 days after trade Owner: Spouse Asset: Taiwan Semiconductor Manufacturing Company Ltd. Official House PTR PDF ↗
PS
Pete Sessions R · TX17
ABBV AbbVie
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (4d delay)⌄
Filed: 2026-09-18 Disclosure lag: 4 days after trade Owner: Self Asset: AbbVie Inc. Official House PTR PDF ↗
PS
Pete Sessions R · TX17
GOOGL Alphabet Inc. (Class A)
SELL $15,001 – $50,000 Traded 2026-09-14
Filing details, owner & disclosure lag (4d delay)⌄
Filed: 2026-09-18 Disclosure lag: 4 days after trade Owner: Self Asset: Alphabet Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
IBP Installed Building Products, Inc.
BUY $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-09-17 Disclosure lag: 9 days after trade Owner: Self Asset: Installed Building Products, Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
PG Procter & Gamble
BUY $1,001 – $15,000 Traded 2026-09-08
Filing details, owner & disclosure lag (9d delay)⌄
Filed: 2026-09-17 Disclosure lag: 9 days after trade Owner: Self Asset: Procter & Gamble Company Official House PTR PDF ↗
SF
Scott Franklin R · FL18
ACN Accenture
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Self Asset: Accenture plc Official House PTR PDF ↗
SF
Scott Franklin R · FL18
ACN Accenture
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Spouse Asset: Accenture plc Official House PTR PDF ↗
SF
Scott Franklin R · FL18
LSYIX Lord Abbett Short Duration High
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Spouse Asset: Lord Abbett Short Duration High Yield I bond fund Official House PTR PDF ↗
SF
Scott Franklin R · FL18
MCD McDonald's
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Spouse Asset: McDonald's Corporation Official House PTR PDF ↗
SF
Scott Franklin R · FL18
NVO Novo Nordisk A/S
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Self Asset: Novo Nordisk A/S Official House PTR PDF ↗
SF
Scott Franklin R · FL18
PEP PepsiCo
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Self Asset: Pepsico, Inc. Official House PTR PDF ↗
SF
Scott Franklin R · FL18
PEP PepsiCo
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-17 Disclosure lag: 22 days after trade Owner: Spouse Asset: Pepsico, Inc. Official House PTR PDF ↗
SF
Scott Franklin R · FL18
GOOG Alphabet Inc. (Class C)
SELL $1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-17 Disclosure lag: 28 days after trade Owner: Spouse Asset: Alphabet Inc. - Class C Capital Stock Official House PTR PDF ↗
SF
Scott Franklin R · FL18
GOOG Alphabet Inc. (Class C)
SELL $1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-17 Disclosure lag: 28 days after trade Owner: Self Asset: Alphabet Inc. - Class C Capital Stock Official House PTR PDF ↗
SF
Scott Franklin R · FL18
AAPL Apple Inc.
SELL $1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-17 Disclosure lag: 28 days after trade Owner: Spouse Asset: Apple Inc. Official House PTR PDF ↗
SF
Scott Franklin R · FL18
JPM JPMorgan Chase
SELL $1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-17 Disclosure lag: 28 days after trade Owner: Self Asset: JP Morgan Chase & Co. Official House PTR PDF ↗
SF
Scott Franklin R · FL18
JPM JPMorgan Chase
SELL $1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-17 Disclosure lag: 28 days after trade Owner: Spouse Asset: JP Morgan Chase & Co. Official House PTR PDF ↗
BD
Byron Donalds R · FL19
NFLX Netflix
BUY $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (34d delay)⌄
Filed: 2026-09-15 Disclosure lag: 34 days after trade Owner: Spouse Asset: Netflix, Inc. Official House PTR PDF ↗
BD
Byron Donalds R · FL19
NFLX Netflix
BUY $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (34d delay)⌄
Filed: 2026-09-15 Disclosure lag: 34 days after trade Owner: Self Asset: Netflix, Inc. Official House PTR PDF ↗
BD
Byron Donalds R · FL19
HWM Howmet Aerospace
SELL $1,001 – $15,000 Traded 2026-08-11
Filing details, owner & disclosure lag (35d delay)⌄
Filed: 2026-09-15 Disclosure lag: 35 days after trade Owner: Self Asset: Howmet Aerospace Inc. Official House PTR PDF ↗
BD
Byron Donalds R · FL19
HWM Howmet Aerospace
SELL $1,001 – $15,000 Traded 2026-08-11
Filing details, owner & disclosure lag (35d delay)⌄
Filed: 2026-09-15 Disclosure lag: 35 days after trade Owner: Spouse Asset: Howmet Aerospace Inc. Official House PTR PDF ↗
BD
Byron Donalds R · FL19
PH Parker Hannifin
SELL $1,001 – $15,000 Traded 2026-08-11
Filing details, owner & disclosure lag (35d delay)⌄
Filed: 2026-09-15 Disclosure lag: 35 days after trade Owner: Self Asset: Parker-Hannifin Corporation Official House PTR PDF ↗
BD
Byron Donalds R · FL19
PH Parker Hannifin
SELL $1,001 – $15,000 Traded 2026-08-11
Filing details, owner & disclosure lag (35d delay)⌄
Filed: 2026-09-15 Disclosure lag: 35 days after trade Owner: Spouse Asset: Parker-Hannifin Corporation Official House PTR PDF ↗
AP
August Pfluger R · TX11
CHTR Charter Communications
$1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-14 Disclosure lag: 25 days after trade Owner: Dependent child Asset: Charter Communications, Inc. Official House PTR PDF ↗
AP
August Pfluger R · TX11
CHTR Charter Communications
$1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-14 Disclosure lag: 25 days after trade Owner: Self Asset: Charter Communications, Inc. Official House PTR PDF ↗
AP
August Pfluger R · TX11
LBRDK Liberty Broadband Corporation
$1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-14 Disclosure lag: 25 days after trade Owner: Self Asset: Liberty Broadband Corporation Official House PTR PDF ↗
AP
August Pfluger R · TX11
LBRDK Liberty Broadband Corporation
$1,001 – $15,000 Traded 2026-08-20
Filing details, owner & disclosure lag (25d delay)⌄
Filed: 2026-09-14 Disclosure lag: 25 days after trade Owner: Dependent child Asset: Liberty Broadband Corporation Official House PTR PDF ↗
TJ
GOOGL Alphabet Inc. (Class A)
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-12 Disclosure lag: 16 days after trade Owner: Self Asset: Alphabet Inc. Official House PTR PDF ↗
TJ
JNJ Johnson & Johnson
SELL $1,001 – $15,000 Traded 2026-08-27
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-12 Disclosure lag: 16 days after trade Owner: Self Asset: Johnson & Johnson Official House PTR PDF ↗
TJ
MSFT Microsoft
SELL $15,001 – $50,000 Traded 2026-08-27
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-12 Disclosure lag: 16 days after trade Owner: Self Asset: Microsoft Corporation Official House PTR PDF ↗
TJ
MTZ MasTec
BUY $1,001 – $15,000 Traded 2026-08-21
Filing details, owner & disclosure lag (22d delay)⌄
Filed: 2026-09-12 Disclosure lag: 22 days after trade Owner: Self Asset: MasTec, Inc. Official House PTR PDF ↗
TJ
AMCR Amcor
SELL $1,001 – $15,000 Traded 2026-08-10
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-09-12 Disclosure lag: 33 days after trade Owner: Self Asset: Amcor plc Official House PTR PDF ↗
TJ
LIN Linde plc
BUY $1,001 – $15,000 Traded 2026-08-10
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-09-12 Disclosure lag: 33 days after trade Owner: Self Asset: Linde plc Official House PTR PDF ↗
JR
John W. Rose R · TN06
GOOGL Alphabet Inc. (Class A)
SELL $250,001 – $500,000 Traded 2025-06-03
Filing details, owner & disclosure lag (466d delay)⌄
Filed: 2026-09-12 Disclosure lag: 466 days after trade Owner: Self Asset: 2000140445 Alphabet Inc. Official House PTR PDF ↗
MS
IBM IBM
SELL $1,001 – $15,000 Traded 2026-08-24
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-09 Disclosure lag: 16 days after trade Owner: Self Asset: International Business Machines Corporation Official House PTR PDF ↗
MS
IBM IBM
SELL $1,001 – $15,000 Traded 2026-08-24
Filing details, owner & disclosure lag (16d delay)⌄
Filed: 2026-09-09 Disclosure lag: 16 days after trade Owner: Self Asset: International Business Machines Corporation Official House PTR PDF ↗
MS
CB Chubb Limited
SELL $15,001 – $50,000 Traded 2026-08-19
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-09 Disclosure lag: 21 days after trade Owner: Self Asset: Chubb Limited Official House PTR PDF ↗
MS
MRK Merck & Co.
BUY $15,001 – $50,000 Traded 2026-08-19
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-09 Disclosure lag: 21 days after trade Owner: Self Asset: Merck & Company, Inc. Official House PTR PDF ↗
MS
MRK Merck & Co.
BUY $15,001 – $50,000 Traded 2026-08-19
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-09 Disclosure lag: 21 days after trade Owner: Self Asset: Merck & Company, Inc. Official House PTR PDF ↗
MS
MRNA Moderna
SELL $1,001 – $15,000 Traded 2026-08-19
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-09 Disclosure lag: 21 days after trade Owner: Self Asset: Moderna, Inc. Official House PTR PDF ↗
MS
MRNA Moderna
BUY $1,001 – $15,000 Traded 2026-08-19
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-09 Disclosure lag: 21 days after trade Owner: Self Asset: Moderna, Inc. Official House PTR PDF ↗
MS
QCOM Qualcomm
SELL $1,001 – $15,000 Traded 2026-08-19
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-09 Disclosure lag: 21 days after trade Owner: Self Asset: QUALCOMM Incorporated Official House PTR PDF ↗
MS
QCOM Qualcomm
SELL $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-09 Disclosure lag: 28 days after trade Owner: Self Asset: QUALCOMM Incorporated Official House PTR PDF ↗
MS
SPCX Space Exploration Technologies
BUY $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-09 Disclosure lag: 28 days after trade Owner: Self Asset: Space Exploration Technologies Corp. Official House PTR PDF ↗
MS
SPCX Space Exploration Technologies
BUY $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (28d delay)⌄
Filed: 2026-09-09 Disclosure lag: 28 days after trade Owner: Self Asset: Space Exploration Technologies Corp. Official House PTR PDF ↗
MS
BRK-B Berkshire Hathaway
BUY $1,001 – $15,000 Traded 2026-08-07
Filing details, owner & disclosure lag (33d delay)⌄
Filed: 2026-09-09 Disclosure lag: 33 days after trade Owner: Self Asset: Berkshire Hathaway Inc. New Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AEP American Electric Power
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: American Electric Power Company, Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AEP American Electric Power
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: American Electric Power Company, Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AMGN Amgen
SELL $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Amgen Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AMGN Amgen
SELL $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Amgen Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AVGO Broadcom
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Broadcom Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
AVGO Broadcom
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Broadcom Inc. Official House PTR PDF ↗
DT
David J. Taylor R · OH02
FITB Fifth Third Bancorp
BUY $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Fifth Third Bancorp Official House PTR PDF ↗
DT
David J. Taylor R · OH02
MSFT Microsoft
SELL $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Microsoft Corporation Official House PTR PDF ↗
DT
David J. Taylor R · OH02
VRTX Vertex Pharmaceuticals
SELL $1,001 – $15,000 Traded 2026-08-26
Filing details, owner & disclosure lag (10d delay)⌄
Filed: 2026-09-05 Disclosure lag: 10 days after trade Owner: Self Asset: Vertex Pharmaceuticals Incorporated Official House PTR PDF ↗
JI
AAPL Apple Inc.
SELL $1,001 – $15,000 Traded 2026-08-18
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-09-02 Disclosure lag: 15 days after trade Owner: Spouse Asset: Apple Inc. Official House PTR PDF ↗
JI
NVDA Nvidia
BUY $1,001 – $15,000 Traded 2026-08-18
Filing details, owner & disclosure lag (15d delay)⌄
Filed: 2026-09-02 Disclosure lag: 15 days after trade Owner: Spouse Asset: NVIDIA Corporation Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
ALL Allstate
SELL $1,001 – $15,000 Traded 2026-08-12
Filing details, owner & disclosure lag (21d delay)⌄
Filed: 2026-09-02 Disclosure lag: 21 days after trade Owner: Self Asset: Allstate Corporation Official House PTR PDF ↗
MR
Michael A. Rulli R · OH06
EQIX Equinix
BUY $1,001 – $15,000 Traded 2026-08-07
Filing details, owner & disclosure lag (26d delay)⌄
Filed: 2026-09-02 Disclosure lag: 26 days after trade Owner: Self Asset: Equinix, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HD Home Depot (The)
SELL $50,001 – $100,000 Traded 2026-08-24
Filing details, owner & disclosure lag (8d delay)⌄
Filed: 2026-09-01 Disclosure lag: 8 days after trade Owner: Joint Asset: Home Depot, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
LOW Lowe's
SELL $1,001 – $15,000 Traded 2026-08-24
Filing details, owner & disclosure lag (8d delay)⌄
Filed: 2026-09-01 Disclosure lag: 8 days after trade Owner: Joint Asset: Lowe's Companies, Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MRSH Marsh McLennan
SELL $1,001 – $15,000 Traded 2026-08-24
Filing details, owner & disclosure lag (8d delay)⌄
Filed: 2026-09-01 Disclosure lag: 8 days after trade Owner: Joint Asset: Marsh Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MDT Medtronic
SELL $15,001 – $50,000 Traded 2026-08-24
Filing details, owner & disclosure lag (8d delay)⌄
Filed: 2026-09-01 Disclosure lag: 8 days after trade Owner: Joint Asset: Medtronic plc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
PG Procter & Gamble
SELL $50,001 – $100,000 Traded 2026-08-24
Filing details, owner & disclosure lag (8d delay)⌄
Filed: 2026-09-01 Disclosure lag: 8 days after trade Owner: Joint Asset: Procter & Gamble Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
MSFT Microsoft
SELL $15,001 – $50,000 Traded 2026-08-21
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-01 Disclosure lag: 11 days after trade Owner: Joint Asset: Microsoft Corporation Official House PTR PDF ↗
KH
Kevin Hern R · OK01
VLTO Veralto
SELL $1,001 – $15,000 Traded 2026-08-21
Filing details, owner & disclosure lag (11d delay)⌄
Filed: 2026-09-01 Disclosure lag: 11 days after trade Owner: Joint Asset: Veralto Corp Official House PTR PDF ↗
KH
Kevin Hern R · OK01
CL Colgate-Palmolive
SELL $1,001 – $15,000 Traded 2026-08-19
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-09-01 Disclosure lag: 13 days after trade Owner: Joint Asset: Colgate-Palmolive Company Official House PTR PDF ↗
KH
Kevin Hern R · OK01
HONA Honeywell Aerospace
SELL $15,001 – $50,000 Traded 2026-08-19
Filing details, owner & disclosure lag (13d delay)⌄
Filed: 2026-09-01 Disclosure lag: 13 days after trade Owner: Joint Asset: Honeywell Aerospace Inc. Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BUD Anheuser-Busch Inbev SA Sponsor
SELL $1,001 – $15,000 Traded 2026-08-18
Filing details, owner & disclosure lag (14d delay)⌄
Filed: 2026-09-01 Disclosure lag: 14 days after trade Owner: Self Asset: Anheuser-Busch Inbev SA Sponsored ADR Official House PTR PDF ↗
KH
Kevin Hern R · OK01
BIIB Biogen
SELL $1,001 – $15,000 Traded 2026-08-18
Filing details, owner & disclosure lag (14d delay)⌄
Filed: 2026-09-01 Disclosure lag: 14 days after trade Owner: Self Asset: Biogen Inc. Official House PTR PDF ↗
Browse all filing members (104) & STOCK Act rules⌄
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026