12M PTR return
+13%PTR coveragePTR coverage is transaction based: mapped ticker plus enough public price history divided by total transactions in the selected window.: 78.2%Politician case file · Household disclosure
Ritchie John Torres Household
Ritchie John Torres House PTR household trading disclosure proxy. Amounts are range-estimated.
Ritchie TorresHouse Rep · NY-15 · DD · NY-15
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
1561 PTR filesEstimated volumeEstimated volume sums disclosed transaction ranges using midpoint estimates. It is a rough disclosure-size signal, not exact trade value.
$604.5KRange 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 |
|---|---|---|---|---|---|---|
| 2025-08-20 | WMBheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc. (WMB) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | WMBheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc. (WMB) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | WCNthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Waste Connections, Inc. Common Shares (WCN) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | WMTheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Walmart Inc. Common Stock (WMT) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | VICIby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. VICI Properties Inc. Common Stock (VICI) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | VZportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Verizon Communications Inc. Common Stock (VZ) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNG2interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNG2 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNE7interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNE7 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMU26held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMU26 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP40held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP40 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGC91held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGC91 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFK2interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFK2 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAY75held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAY75 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | US Treasury Note 91282CAY7US Treasury Note 91282CAY7 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P469held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P469 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | US Treasury Note 9128284V9US Treasury Note 9128284V9 | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 9128284V9interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 9128284V9 | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | UNHThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | UNPthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock (UNP) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | UNPthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock (UNP) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | USBheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. U.S. Bancorp Common Stock (USB) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | TMUST-Mobile US, Inc. (TMUS) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | TMUSinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. T-Mobile US, Inc. (TMUS) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | TXNThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Texas Instruments Incorporated - Common Stock (TXN) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | TRPby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock (TRP) | Purchase | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | TRPby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock (TRP) | Sale | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | SHWheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company (SHW) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | SHWheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company (SHW) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | CRMheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock (CRM) | Purchase | Unknown | $1K - $15K | Software | 20030930 |
| 2025-08-20 | CRMheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock (CRM) | Sale | Unknown | $1K - $15K | Software | 20030930 |
| 2025-08-20 | RHHBYheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ROCHE HOLDING LTD S/ADR (RHHBY) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | QCOMthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock (QCOM) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | QCOMthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock (QCOM) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PEGassets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Public Service Enterprise Group Incorporated Common Stock (PEG) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PLDheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Prologis, Inc. Common Stock (PLD) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PGheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company (PG) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PGheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company (PG) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PPLheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. PPL Corporation Common Stock (PPL) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PPLdirection. PPL Corporation Common Stock (PPL) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PAGPare widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interests (PAGP) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | PEPPepsico, Inc. (PEP) | Sale | Self | $1K - $15K | Other | 20030930 |
| 2025-08-20 | OTISportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock (OTIS) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | OTISportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock (OTIS) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | OTISportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock (OTIS) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ORCLby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Oracle Corporation Common Stock (ORCL) | Purchase | Unknown | $1K - $15K | Software | 20030930 |
| 2025-08-20 | ORCLOracle Corporation Common Stock (ORCL) | Sale | Self | $1K - $15K | Software | 20030930 |
| 2025-08-20 | OKEheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock (OKE) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | OKEheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock (OKE) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ODFLThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Old Dominion Freight Line, Inc. - Common Stock (ODFL) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | NXPIportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NXP Semiconductors N.V. - Common Stock (NXPI) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | NVDAby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NVIDIA Corporation - Common Stock (NVDA) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | NOCportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock (NOC) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | NOCportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock (NOC) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | NEEby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock (NEE) | Sale | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | NEEby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock (NEE) | Purchase | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | NSRGYinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NESTLE S.A S/ADR (NSRGY) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MSheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock (MS) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MSheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock (MS) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MSFTthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock (MSFT) | Purchase | Unknown | $1K - $15K | Software | 20030930 |
| 2025-08-20 | MSFTthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock (MSFT) | Sale | Unknown | $1K - $15K | Software | 20030930 |
| 2025-08-20 | METheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. MetLife, Inc. Common Stock (MET) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | METAThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Meta Platforms, Inc. - Class A Common Stock (META) | Sale | Unknown | $1K - $15K | Consumer | 20030930 |
| 2025-08-20 | METAdirection. Meta Platforms, Inc. - Class A Common Stock (META) | Purchase | Unknown | $1K - $15K | Consumer | 20030930 |
| 2025-08-20 | MRKby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock (MRK) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MRKby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock (MRK) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MCKby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McKesson Corporation Common Stock (MCK) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MKCThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock (MKC) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MKCThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock (MKC) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MKCMcCormick & Company, Incorporated Common Stock (MKC) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | MRVLMarvell Technology, Inc. - Common Stock (MRVL) | Sale | Self | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | MRVLportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Marvell Technology, Inc. - Common Stock (MRVL) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | LMTportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lockheed Martin Corporation Common Stock (LMT) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | LINEheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lineage, Inc. - Common Stock (LINE) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | LENportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lennar Corporation Class A Common Stock (LEN) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | LENdirection. Lennar Corporation Class A Common Stock (LEN) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | LHXportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock (LHX) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | LHXportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock (LHX) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | KMIby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock (KMI) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | KMIby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock (KMI) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | JPMby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. JP Morgan Chase & Co. Common Stock (JPM) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | JNJheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Johnson & Johnson Common Stock (JNJ) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ICEThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock (ICE) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ICEThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock (ICE) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | HONheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Honeywell International Inc. (HON) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | HDinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc. (HD) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | HDinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc. (HD) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | HPEThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Hewlett Packard Enterprise Company Common Stock (HPE) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | GSheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Goldman Sachs Group, Inc. (GS) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | GLPIThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Gaming and Leisure Properties, Inc. - Common Stock (GLPI) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | FCXby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Freeport-McMoRan, Inc. Common Stock (FCX) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | EQRassets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest (EQR) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | EQRassets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest (EQR) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ELSThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock (ELS) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ELSThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock (ELS) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | EQIXheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock (EQIX) | Purchase | Unknown | $1K - $15K | Compute | 20030930 |
| 2025-08-20 | EQIXheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock (EQIX) | Sale | Unknown | $1K - $15K | Compute | 20030930 |
| 2025-08-20 | EQTare widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock (EQT) | Sale | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | EQTheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock (EQT) | Purchase | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | ENBheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Enbridge Inc Common Stock (ENB) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | EMRthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Emerson Electric Company Common Stock (EMR) | Sale | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | EIXby the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Edison International Common Stock (EIX) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ETNthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Eaton Corporation, PLC Ordinary Shares (ETN) | Sale | Unknown | $1K - $15K | Power | 20030930 |
| 2025-08-20 | SREDBA Sempra Common Stock (SRE) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | CMCSAThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Comcast Corporation - Class A Common Stock (CMCSA) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | CLthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Colgate-Palmolive Company Common Stock (CL) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | KOinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company (KO) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | KOinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company (KO) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | Cheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Citigroup, Inc. Common Stock (C) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | AVGOBroadcom Inc. - Common Stock (AVGO) | Sale | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | AVGOheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | AVGOheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock (AVGO) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | OWLportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock (OWL) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | OWLportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock (OWL) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | BXheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common Stock (BX) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | BXBlackstone Inc. Common Stock (BX) | Purchase | Self | $1K - $15K | Other | 20030930 |
| 2025-08-20 | BLKheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock (BLK) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | BLKheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock (BLK) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | BACportfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Bank of America Corporation Common Stock (BAC) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ASMLThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares (ASML) | Sale | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | ASMLThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares (ASML) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | ASMLASML Holding N.V. - New York Registry Shares (ASML) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | ARESThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock (ARES) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ARESThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock (ARES) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | AAPLheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apple Inc. - Common Stock (AAPL) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | APPLinterests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Appell Pete Corp (APPL) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | APOheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. (APO) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | APOheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. (APO) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | AMTheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation (AMT) | Sale | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | AMTheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation (AMT) | Purchase | Unknown | $1K - $15K | Semis | 20030930 |
| 2025-08-20 | AMHof the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | AMHof the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | GOOGLdirection. Alphabet Inc. - Class A Common Stock (GOOGL) | Sale | Unknown | $1K - $15K | Consumer | 20030930 |
| 2025-08-20 | GOOGLthe portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alphabet Inc. - Class A Common Stock (GOOGL) | Purchase | Unknown | $1K - $15K | Consumer | 20030930 |
| 2025-08-20 | AREThe assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alexandria Real Estate Equities, Inc. Common Stock (ARE) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ABBVheld by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common Stock (ABBV) | Sale | Unknown | $1K - $15K | Other | 20030930 |
| 2025-08-20 | ABBVAbbVie Inc. Common Stock (ABBV) | Purchase | Unknown | $1K - $15K | Other | 20030930 |
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.
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