12M PTR return
+8%PTR coveragePTR coverage is transaction based: mapped ticker plus enough public price history divided by total transactions in the selected window.: 72.0%Politician case file · Household disclosure
Jefferson Shreve Household
Jefferson Shreve House PTR household trading disclosure proxy. Amounts are range-estimated.
Jefferson ShreveHouse Rep · IN-06 · RR · IN-06
Quarter PTR return
+0%PTR coveragePTR coverage is transaction based: mapped ticker plus enough public price history divided by total transactions in the selected window.: 0.0%Transactions
25011 PTR filesEstimated volumeEstimated volume sums disclosed transaction ranges using midpoint estimates. It is a rough disclosure-size signal, not exact trade value.
$152.8MRange midpoint estimatePTR rankings use public filings after they become visible. Amounts are disclosed as ranges and converted to midpoint estimates. Returns use a Modified Dietz-style synthetic exposure from public disclosure date, not the official's actual trade date or full portfolio performance.
Disclosure tape
Recent PTR transactions
| Public date | Asset | Action | Owner | Amount | Theme | Source |
|---|---|---|---|---|---|---|
| 2026-03-14 | Buffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateBuffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Purchase | Self | $1M - $5M | Other | 20034084 |
| 2026-03-14 | Buffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 3-year S&P 500 IndexBuffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 3-year S&P 500 Index | Purchase | Self | $1M - $5M | Other | 20034084 |
| 2026-03-14 | Buffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus IndexBuffered Indexed Annuity Exchange Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Purchase | Self | $1M - $5M | Other | 20034084 |
| 2026-03-14 | Buffered Indexed Annuity Exchange Brighthouse Buffered Annuity S&P 500 Trigger RateBuffered Indexed Annuity Exchange Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sale | Self | $5M - $25M | Other | 20034084 |
| 2026-03-14 | Brighthouse Buffered Annuity Russell 2000 Cap RateBrighthouse Buffered Annuity Russell 2000 Cap Rate | Sale | Dependent | $5M - $25M | Other | 20034084 |
| 2026-01-02 | Structured Note JP Morgan 3-year one-time callable barrier noteStructured Note JP Morgan 3-year one-time callable barrier note | Purchase | Self | $5M - $25M | Other | 20033709 |
| 2026-01-02 | JP Morgan 3-year auto callable buffer noteJP Morgan 3-year auto callable buffer note | Purchase | Unknown | $5M - $25M | Other | 20033709 |
| 2026-01-01 | Structured Note Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus IndexStructured Note Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Purchase | Self | $5M - $25M | Other | 20033705 |
| 2026-01-01 | JP Morgan 3-year auto callable buffer noteJP Morgan 3-year auto callable buffer note | Purchase | Unknown | $5M - $25M | Other | 20033705 |
| 2025-12-31 | Structured Note Prudential RILA - 10% Buffer 3-year S&P 500 IndexStructured Note Prudential RILA - 10% Buffer 3-year S&P 500 Index | Purchase | Self | $5M - $25M | Other | 20033700 |
| 2025-12-31 | JP Morgan 3-year auto callable buffer noteJP Morgan 3-year auto callable buffer note | Purchase | Unknown | $5M - $25M | Other | 20033700 |
| 2025-12-30 | Structured Note Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateStructured Note Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Purchase | Self | $5M - $25M | Other | 20033699 |
| 2025-12-30 | JP Morgan 3-year auto callable buffer noteJP Morgan 3-year auto callable buffer note | Purchase | Unknown | $5M - $25M | Other | 20033699 |
| 2025-12-14 | Structured Note JP Morgan 5 year Barrier Note INDU/NDX/RTYStructured Note JP Morgan 5 year Barrier Note INDU/NDX/RTY | Purchase | Self | $5M - $25M | Other | 20033575 |
| 2025-12-14 | Bank of Montreal 13-Month Digital Buffer NoteBank of Montreal 13-Month Digital Buffer Note | Purchase | Dependent | $5M - $25M | Compute | 20033575 |
| 2025-06-22 | ZMAccount Closing Zoom Communications, Inc. - Class A Common Stock (ZM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | ZTSAccount Closing Zoetis Inc. Class A Common Stock (ZTS) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | WDAYPortfolio Rebalance Workday, Inc. - Class A Common Stock (WDAY) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | WDAYAccount Closing Workday, Inc. - Class A Common Stock (WDAY) | Sale (Partial) | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | WMBAccount Closing Williams Companies, Inc. (WMB) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | WDCWestern Digital Corporation - Common Stock (WDC) | Sale | Self | $15K - $50K | Compute | 20030387 |
| 2025-06-22 | WELLAccount Closing Welltower Inc. Common Stock (WELL) | Sale | Self | $50K - $100K | Semis | 20030387 |
| 2025-06-22 | Account Closing Wells Fargo 6.491 10/23/34 '33 MTNAccount Closing Wells Fargo 6.491 10/23/34 '33 MTN | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | Account Closing Wells Fargo 5.574 07/25/29 '28 MtnAccount Closing Wells Fargo 5.574 07/25/29 '28 Mtn | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | WFCAccount Closing Wells Fargo & Company Common Stock (WFC) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | Account Closing Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01Account Closing Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Washington Cnty Tenn 4.0000 2027- 06-01Account Closing Washington Cnty Tenn 4.0000 2027- 06-01 | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | WBDPortfolio Rebalance Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DISAccount Closing Walt Disney Company (DIS) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DISAccount Closing Walt Disney Company (DIS) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | WMTAccount Closing Walmart Inc. Common Stock (WMT) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | Account Closing Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15Account Closing Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | VAccount Closing Visa Inc. (V) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | VRTXAccount Closing Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | Sale | Self | $15K - $50K | Semis | 20030387 |
| 2025-06-22 | Account Closing Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01Account Closing Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | VZVerizon Communications Inc. Common Stock (VZ) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | UVSPPortfolio Rebalance Univest Financial Corporation - Common Stock (UVSP) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | UNHPortfolio Rebalance UnitedHealth Group Incorporated Common Stock (UNH) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | UPSAccount Closing United Parcel Service, Inc. Common Stock (UPS) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | UCBAccount Closing United Community Banks, Inc. Common Stock (UCB) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | UNPAccount Closing Union Pacific Corporation Common Stock (UNP) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | UBERAccount Closing Uber Technologies, Inc. Common Stock (UBER) | Sale | Self | $50K - $100K | Consumer | 20030387 |
| 2025-06-22 | Portfolio Rebalance Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01Portfolio Rebalance Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | TDGAccount Closing Transdigm Group Incorporated Common Stock (TDG) | Sale (Partial) | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | TDGAccount Closing Transdigm Group Incorporated Common Stock (TDG) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | TTAccount Closing Trane Technologies plc (TT) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | TJXAccount Closing TJX Companies, Inc. (TJX) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | TTDPortfolio Rebalance The Trade Desk, Inc. - Class A Common Stock (TTD) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | TTDAccount Closing The Trade Desk, Inc. - Class A Common Stock (TTD) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | SJMAccount Closing The J.M. Smucker Company Common Stock (SJM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CIThe Cigna Group Common Stock (CI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CGAccount Closing The Carlyle Group Inc. - Common Stock (CG) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | Portfolio Rebalance Texas Tech Univ Revs 5.000 2029- 02-15Portfolio Rebalance Texas Tech Univ Revs 5.000 2029- 02-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | TXNAccount Closing Texas Instruments Incorporated - Common Stock (TXN) | Sale (Partial) | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | TXNAccount Closing Texas Instruments Incorporated - Common Stock (TXN) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | TSLAAccount Closing Tesla, Inc. - Common Stock (TSLA) | Sale | Self | $100K - $250K | Consumer | 20030387 |
| 2025-06-22 | TTWOAccount Closing Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Sale | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | SYYAccount Closing Sysco Corporation Common Stock (SYY) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | SNPSAccount Closing Synopsys, Inc. - Common Stock (SNPS) | Sale | Self | $50K - $100K | Software | 20030387 |
| 2025-06-22 | SYKAccount Closing Stryker Corporation Common Stock (SYK) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | Account Closing Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01Account Closing Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | SPOTAccount Closing Spotify Technology S.A. Ordinary Shares (SPOT) | Sale | Self | $50K - $100K | Consumer | 20030387 |
| 2025-06-22 | Account Closing Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15Account Closing Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing South Jordan Utah Sales Tax Rev 5.00 2028-8-15Account Closing South Jordan Utah Sales Tax Rev 5.00 2028-8-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | SNOWAccount Closing Snowflake Inc. Class A Common Stock (SNOW) | Sale | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | SHWSherwin-Williams Company (SHW) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Sherman Tex 5.0000 2025-08-15Account Closing Sherman Tex 5.0000 2025-08-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | SNDRAccount Closing Schneider National, Inc. Common Stock (SNDR) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | SBACPortfolio Rebalance SBA Communications Corporation - Class A Common Stock (SBAC) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | CRMAccount Closing Salesforce, Inc. Common Stock (CRM) | Purchase | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | CRMAccount Closing Salesforce, Inc. Common Stock (CRM) | Sale | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | SPGIAccount Closing S&P Global Inc. Common Stock (SPGI) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | RUSHBAccount Closing Rush Enterprises, Inc. - Class B Common Stock (RUSHB) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | RTXAccount Closing RTX Corporation Common Stock (RTX) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | RGLDAccount Closing Royal Gold, Inc. - Common Stock (RGLD) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | RCLAccount Closing Royal Caribbean Cruises Ltd. Common Stock (RCL) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | ROSTAccount Closing Ross Stores, Inc. - Common Stock (ROST) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | RLIAccount Closing RLI Corp. Common Stock (RLI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | OAccount Closing Realty Income Corporation Common Stock (O) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | RPDAccount Closing Rapid7, Inc. - Common Stock (RPD) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PWRQuanta Services, Inc. Common Stock (PWR) | Sale | Self | $50K - $100K | Power | 20030387 |
| 2025-06-22 | PHMAccount Closing PulteGroup, Inc. Common Stock (PHM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PRUAccount Closing Prudential Financial, Inc. Common Stock (PRU) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PGRAccount Closing Progressive Corporation (PGR) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | PGAccount Closing Procter & Gamble Company (PG) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | PRIAccount Closing Primerica, Inc. Common Stock (PRI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Port Tacoma Wash Rev 4.0000 2025- 12-01Account Closing Port Tacoma Wash Rev 4.0000 2025- 12-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing PNC Finl Svc 6.875 10/20/34 '33 FRNAccount Closing PNC Finl Svc 6.875 10/20/34 '33 FRN | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | Account Closing Plano Tex Indpt Sch Dist 5.0000 2032-02-15Account Closing Plano Tex Indpt Sch Dist 5.0000 2032-02-15 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01Account Closing Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PSXAccount Closing Phillips 66 Common Stock (PSX) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PMAccount Closing Philip Morris International Inc Common Stock (PM) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | PEPAccount Closing Pepsico, Inc. (PEP) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PYPLAccount Closing PayPal Holdings, Inc. - Common Stock (PYPL) | Sale | Self | $15K - $50K | Consumer | 20030387 |
| 2025-06-22 | PANWPortfolio Rebalance Palo Alto Networks, Inc. (PANW) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PANWPalo Alto Networks, Inc. (PANW) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | PLTRAccount Closing Palantir Technologies Inc. - Class A Common Stock (PLTR) | Sale | Self | $50K - $100K | Software | 20030387 |
| 2025-06-22 | Account Closing Oviedo FLA Util Rev 5.0000 2032-10- 01Account Closing Oviedo FLA Util Rev 5.0000 2032-10- 01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Portfolio Rebalance Oregon St 5.0000 2028-12-01Portfolio Rebalance Oregon St 5.0000 2028-12-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | ORCLAccount Closing Oracle Corporation Common Stock (ORCL) | Purchase | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | ORCLAccount Closing Oracle Corporation Common Stock (ORCL) | Sale | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | Account Closing Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01Account Closing Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | ORIAccount Closing Old Republic International Corporation Common Stock (ORI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Account Closing Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Account Closing Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Ohio St Spl Oblig 5.0000 2029-04-01Account Closing Ohio St Spl Oblig 5.0000 2029-04-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | OGEAccount Closing OGE Energy Corp Common Stock (OGE) | Sale | Self | $100K - $250K | Power | 20030387 |
| 2025-06-22 | OXYPortfolio Rebalance Occidental Petroleum Corporation Common Stock (OXY) | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | OXYPortfolio Rebalance Occidental Petroleum Corporation Common Stock (OXY) | Purchase | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | NVDAAccount Closing NVIDIA Corporation - Common Stock (NVDA) | Purchase | Self | $100K - $250K | Semis | 20030387 |
| 2025-06-22 | NVDANVIDIA Corporation - Common Stock (NVDA) | Sale | Self | $500K - $1M | Semis | 20030387 |
| 2025-06-22 | NIAccount Closing NiSource Inc Common Stock (NI) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | NEEAccount Closing NextEra Energy, Inc. Common Stock (NEE) | Sale | Self | $50K - $100K | Power | 20030387 |
| 2025-06-22 | NEMAccount Closing Newmont Corporation (NEM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15Account Closing New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15Account Closing New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing New York NY 5.0000 2033-08-01Account Closing New York NY 5.0000 2033-08-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing New York NY 5.0000 2028-08-01Account Closing New York NY 5.0000 2028-08-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | NFLXAccount Closing Netflix, Inc. - Common Stock (NFLX) | Sale | Self | $100K - $250K | Consumer | 20030387 |
| 2025-06-22 | NDAQAccount Closing Nasdaq, Inc. - Common Stock (NDAQ) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Minnesota St 5.00000 2025-08-01Account Closing Minnesota St 5.00000 2025-08-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Minnesota ST 5.00 2025-08-01Account Closing Minnesota ST 5.00 2025-08-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | MSTRPortfolio Rebalance MicroStrategy Incorporated - Class A Common Stock (MSTR) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | MSFTAccount Closing Microsoft Corporation - Common Stock (MSFT) | Purchase | Self | $500K - $1M | Software | 20030387 |
| 2025-06-22 | MSFTAccount Closing Microsoft Corporation - Common Stock (MSFT) | Sale | Self | $500K - $1M | Software | 20030387 |
| 2025-06-22 | Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 | Sale | Unknown | $1K - $15K | Other | 20030387 |
| 2025-06-22 | METAAccount Closing Meta Platforms, Inc. - Class A Common Stock (META) | Sale | Self | $100K - $250K | Consumer | 20030387 |
| 2025-06-22 | Account Closing Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01Account Closing Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Portfolio Rebalance Memphis TN 5.0000 2032-05-01Portfolio Rebalance Memphis TN 5.0000 2032-05-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | MDTAccount Closing Medtronic plc. Ordinary Shares (MDT) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | MCKAccount Closing McKesson Corporation Common Stock (MCK) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | MCDAccount Closing McDonald's Corporation Common Stock (MCD) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | MTCHAccount Closing Match Group, Inc. - Common Stock (MTCH) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | MAAccount Closing Mastercard Incorporated Common Stock (MA) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | Portfolio Rebalance Maryland St Dept Transn Cons Transn 5.000 2029-09-01Portfolio Rebalance Maryland St Dept Transn Cons Transn 5.000 2029-09-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | MRVLAccount Closing Marvell Technology, Inc. - Common Stock (MRVL) | Sale (Partial) | Self | $15K - $50K | Semis | 20030387 |
| 2025-06-22 | MRVLAccount Closing Marvell Technology, Inc. - Common Stock (MRVL) | Sale | Self | $50K - $100K | Semis | 20030387 |
| 2025-06-22 | MPCAccount Closing Marathon Petroleum Corporation Common Stock (MPC) | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | LULUAccount Closing lululemon athletica inc. - Common Stock (LULU) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LOWAccount Closing Lowe's Companies, Inc. Common Stock (LOW) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LMTAccount Closing Lockheed Martin Corporation Common Stock (LMT) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LFUSAccount Closing Littelfuse, Inc. - Common Stock (LFUS) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LINAccount Closing Linde plc - Ordinary Shares (LIN) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | LENPortfolio Rebalance Lennar Corporation Class A Common Stock (LEN) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LENAccount Closing Lennar Corporation Class A Common Stock (LEN) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Las Vegas Nev 4.000 2027-06-01Account Closing Las Vegas Nev 4.000 2027-06-01 | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | Account Closing Laredo TEX 5.000 2031-2-15/ 516824JB6Account Closing Laredo TEX 5.000 2031-2-15/ 516824JB6 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LRCXAccount Closing Lam Research Corporation - Common Stock (LRCX) | Sale | Self | $15K - $50K | Semis | 20030387 |
| 2025-06-22 | Account Closing Lakewood Ohio City Sch Dist 5.0000 2025-12-01Account Closing Lakewood Ohio City Sch Dist 5.0000 2025-12-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | KRAccount Closing Kroger Company (KR) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Kansas City MO 4.0000 2030-02-01Account Closing Kansas City MO 4.0000 2030-02-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | JPMAccount Closing JP Morgan Chase & Co. Common Stock (JPM) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | Account Closing JP Morgan 4.912 7-25-33 '32/ 46647PDH6Account Closing JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | JNJPortfolio Rebalance Johnson & Johnson Common Stock (JNJ) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | ISRGIntuitive Surgical, Inc. - Common Stock (ISRG) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | ISRGAccount Closing Intuitive Surgical, Inc. - Common Stock (ISRG) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | INTUAccount Closing Intuit Inc. - Common Stock (INTU) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | IBMAccount Closing International Business Machines Corporation Common Stock (IBM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | IDXXAccount Closing IDEXX Laboratories, Inc. - Common Stock (IDXX) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | IDAAccount Closing IDACORP, Inc. Common Stock (IDA) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HUBBAccount Closing Hubbell Inc Common Stock (HUBB) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Houston Tex 5.000 2031-03-01/ 4423315C4Account Closing Houston Tex 5.000 2031-03-01/ 4423315C4 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HDPortfolio Rebalance Home Depot, Inc. (HD) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HDAccount Closing Home Depot, Inc. (HD) | Sale (Partial) | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | HOMBPortfolio Rebalance Home BancShares, Inc. Common Stock (HOMB) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HNIAccount Closing HNI Corporation Common Stock (HNI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HIWAccount Closing Highwoods Properties, Inc. Common Stock (HIW) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | THGPortfolio Rebalance Hanover Insurance Group Inc (THG) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HALAccount Closing Halliburton Company Common Stock (HAL) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | HALHalliburton Company Common Stock (HAL) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15Account Closing Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01Account Closing Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Grand Praire Tex 5.0000 2032-02-15Account Closing Grand Praire Tex 5.0000 2032-02-15 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | GSPortfolio Rebalance Goldman Sachs Group, Inc. (GS) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | GSAccount Closing Goldman Sachs Group, Inc. (GS) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | GILDAccount Closing Gilead Sciences, Inc. - Common Stock (GILD) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing General Motors Financial Company Inc 2.35 2031-01-08Account Closing General Motors Financial Company Inc 2.35 2031-01-08 | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | GMAccount Closing General Motors Company Common Stock (GM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | GEVPortfolio Rebalance GE Vernova Inc. Common Stock (GEV) | Sale | Self | $50K - $100K | Power | 20030387 |
| 2025-06-22 | GEAccount Closing GE Aerospace Common Stock (GE) | Purchase | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | GEAccount Closing GE Aerospace Common Stock (GE) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | FTNTAccount Closing Fortinet, Inc. - Common Stock (FTNT) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4Account Closing Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01Account Closing Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Florida St Dept Environmental ProtnAccount Closing Florida St Dept Environmental Protn | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | FIAccount Closing Fiserv, Inc. Common Stock (FI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | BUSEAccount Closing First Busey Corporation - Common Stock (BUSE) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | FISAccount Closing Fidelity National Information Services, Inc. Common Stock (FIS) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | XOMAccount Closing Exxon Mobil Corporation Common Stock (XOM) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | EXPOAccount Closing Exponent, Inc. - Common Stock (EXPO) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | EPAMAccount Closing EPAM Systems, Inc. Common Stock (EPAM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LLYAccount Closing Eli Lilly and Company Common Stock (LLY) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | ELVAccount Closing Elevance Health, Inc. Common Stock (ELV) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | EWPortfolio Rebalance Edwards Lifesciences Corporation Common Stock (EW) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | ECLAccount Closing Ecolab Inc. Common Stock (ECL) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | Account Closing Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15Account Closing Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DASHAccount Closing DoorDash, Inc. - Common Stock (DASH) | Sale | Self | $15K - $50K | Consumer | 20030387 |
| 2025-06-22 | DGAccount Closing Dollar General Corporation Common Stock (DG) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing District Columbia Income Tax Rev 5.000 2032-03-01Account Closing District Columbia Income Tax Rev 5.000 2032-03-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Discover Financial Services CommonAccount Closing Discover Financial Services Common | Sale | Self | $15K | Other | 20030387 |
| 2025-06-22 | DXCMPortfolio Rebalance DexCom, Inc. - Common Stock (DXCM) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DXCMPortfolio Rebalance DexCom, Inc. - Common Stock (DXCM) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DVNAccount Closing Devon Energy Corporation Common Stock (DVN) | Purchase | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | DVNAccount Closing Devon Energy Corporation Common Stock (DVN) | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | Account Closing Denton Tex Indpt Sch Dist 5.0000 2029-08-15Account Closing Denton Tex Indpt Sch Dist 5.0000 2029-08-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Denton Tex 5.0000 2029-02-15Account Closing Denton Tex 5.0000 2029-02-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | Account Closing Denton Cnty Tex 4.0000 2029-07-15Account Closing Denton Cnty Tex 4.0000 2029-07-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | DALPortfolio Rebalance Delta Air Lines, Inc. Common Stock (DAL) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DALAccount Closing Delta Air Lines, Inc. Common Stock (DAL) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DEPortfolio Rebalance Deere & Company Common Stock (DE) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | DHRAccount Closing Danaher Corporation Common Stock (DHR) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | DHRAccount Closing Danaher Corporation Common Stock (DHR) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15Account Closing Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | CVSAccount Closing CVS Health Corporation Common Stock (CVS) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CSXAccount Closing CSX Corporation (CSX) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CCIAccount Closing Crown Castle Inc. Common Stock (CCI) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CRWDPortfolio Rebalance CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | Sale | Self | $15K - $50K | Software | 20030387 |
| 2025-06-22 | CTRAAccount Closing Coterra Energy Inc. Common Stock (CTRA) | Sale (Partial) | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | CTRAAccount Closing Coterra Energy Inc. Common Stock (CTRA) | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | COSTAccount Closing Costco Wholesale Corporation - Common Stock (COST) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | CSGPAccount Closing CoStar Group, Inc. - Common Stock (CSGP) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15Account Closing Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | CPRTAccount Closing Copart, Inc. - Common Stock (CPRT) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CEGPortfolio Rebalance Constellation Energy Corporation - Common Stock (CEG) | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | CEGAccount Closing Constellation Energy Corporation - Common Stock (CEG) | Purchase | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | COPAccount Closing ConocoPhillips Common Stock (COP) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUOAccount Closing Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | CMCSAAccount Closing Comcast Corporation - Class A Common Stock (CMCSA) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Comcast 6.50% maturing 11/15/35Comcast 6.50% maturing 11/15/35 | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | Account Closing Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01Account Closing Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 | Sale | Self | $1K - $15K | Other | 20030387 |
| 2025-06-22 | COINPortfolio Rebalance Coinbase Global, Inc. - Class A Common Stock (COIN) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | COINAccount Closing Coinbase Global, Inc. - Class A Common Stock (COIN) | Purchase | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | KOAccount Closing Coca-Cola Company (KO) | Sale | Self | $100K - $250K | Other | 20030387 |
| 2025-06-22 | CNOAccount Closing CNO Financial Group, Inc. Common Stock (CNO) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CMEAccount Closing CME Group Inc. - Class A Common Stock (CME) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | NETAccount Closing Cloudflare, Inc. Class A Common Stock (NET) | Sale | Self | $15K - $50K | Compute | 20030387 |
| 2025-06-22 | Account Closing Citigroup Inc 5.875 2033-02-22Account Closing Citigroup Inc 5.875 2033-02-22 | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | CSCOPortfolio Rebalance Cisco Systems, Inc. - Common Stock (CSCO) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | CTASAccount Closing Cintas Corporation - Common Stock (CTAS) | Sale (Partial) | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CTASAccount Closing Cintas Corporation - Common Stock (CTAS) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | CBAccount Closing Chubb Limited Common Stock (CB) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CMGAccount Closing Chipotle Mexican Grill, Inc. Common Stock (CMG) | Sale | Self | $50K - $100K | Other | 20030387 |
| 2025-06-22 | CVXPortfolio Rebalance Chevron Corporation Common Stock (CVX) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CVXChevron Corporation Common Stock (CVX) | Sale (Partial) | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | LNGAccount Closing Cheniere Energy, Inc. Common Stock (LNG) | Sale | Self | $15K - $50K | Power | 20030387 |
| 2025-06-22 | CHTRAccount Closing Charter Communications, Inc. - Class A Common Stock (CHTR) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | SCHWPortfolio Rebalance Charles Schwab Corporation (SCHW) | Sale | Self | $15K - $50K | Other | 20030387 |
| 2025-06-22 | CRLAccount Closing Charles River Laboratories International, Inc. Common Stock (CRL) | Purchase | Self | $15K - $50K | Other | 20030387 |
Source layer
How to read it
PTR
Public disclosure
This page uses House Periodic Transaction Reports. It does not include undisclosed holdings, private assets, shorts, or live broker data.
PTR
Household scope
STOCK Act disclosures include self, spouse, dependent child, and joint transactions when reported.
PTR
Return method
The proxy follows disclosed buys and sells after public filing and adjusts for cash flows with a Modified Dietz-style denominator. It is still a disclosure signal, not actual personal performance.
Source links