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Kevin Hern

Republican · OK · U.S. House. 211 disclosed transactions (29 buys, 172 sales) in 13 reports over the last 365 days; typical delay from trade to filing 20 days.

29 buys172 sells13 reportstypical delay 20 days

For information only · Important disclosures · Request a correction or removal

‹ All Congress trades

Most traded
HD · 0 buys / 9 sellsDVN · 0 buys / 6 sellsBSX · 0 buys / 7 sellsLMT · 0 buys / 6 sellsMRSH · 0 buys / 6 sellsROK · 0 buys / 4 sellsTJX · 0 buys / 4 sellsIQV · 0 buys / 4 sellsOKE · 0 buys / 2 sellsITW · 0 buys / 4 sellsCL · 0 buys / 4 sellsNEE · 0 buys / 3 sells

Disclosed trades

NEE NextEra Energy, Inc.
traded 10/02 · filed 10/13
 SELL
$15,001 – $50,000
NextEra Energy, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in NEE
CVX Chevron Corporation
traded 09/23 · filed 10/13
 SELL (part)
$15,001 – $50,000
Chevron Corporation · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in CVX
CB Chubb Limited
traded 09/23 · filed 10/13
 SELL
$1,001 – $15,000
Chubb Limited · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in CB
DVN Devon Energy Corporation
traded 09/23 · filed 10/13
 SELL
$50,001 – $100,000
Devon Energy Corporation · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in DVN
DVN Devon Energy Corporation
traded 09/23 · filed 10/13
 SELL (part)
$15,001 – $50,000
Devon Energy Corporation · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in DVN
HD Home Depot, Inc.
traded 09/23 · filed 10/13
 SELL
$1,001 – $15,000
Home Depot, Inc. · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in HD
LMTLMT Lockheed Martin Corporation
traded 09/23 · filed 10/13
 SELL (part)
$15,001 – $50,000
Lockheed Martin Corporation · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in LMT
LMTLMT Lockheed Martin Corporation
traded 09/23 · filed 10/13
 SELL
$15,001 – $50,000
Lockheed Martin Corporation · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in LMT
MRSH Marsh
traded 09/23 · filed 10/13
 SELL
$50,001 – $100,000
Marsh · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in MRSH
SBUX Starbucks Corporation
traded 09/23 · filed 10/13
 SELL
$15,001 – $50,000
Starbucks Corporation · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in SBUX
UNHUNH UnitedHealth Group Incorporated
traded 09/23 · filed 10/13
 SELL
$15,001 – $50,000
UnitedHealth Group Incorporated · StockOwner: JointDisclosed 20 days after the trade
Original report (House Clerk) · stock page · all members in UNH
Virtus Artificial Intelligence & Technology Opportunities Fund
traded 09/23 · filed 10/13
 SELL
$15,001 – $50,000
Virtus Artificial Intelligence & Technology Opportunities FundOwner: JointDisclosed 20 days after the trade
Original report (House Clerk)
OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033
traded 09/21 · filed 10/13
 BUY
$15,001 – $50,000
OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 · Government bondOwner: JointDisclosed 22 days after the trade
Original report (House Clerk)
PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028
traded 09/21 · filed 10/13
 BUY
$50,001 – $100,000
PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 · Government bondOwner: JointDisclosed 22 days after the trade
Original report (House Clerk)
GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033
traded 09/18 · filed 10/13
 BUY
$15,001 – $50,000
GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 · Government bondOwner: JointDisclosed 25 days after the trade
Original report (House Clerk)
MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027
traded 09/18 · filed 10/13
 BUY
$15,001 – $50,000
MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 · Government bondOwner: JointDisclosed 25 days after the trade
Original report (House Clerk)
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029
traded 09/18 · filed 10/13
 BUY
$15,001 – $50,000
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 · Government bondOwner: JointDisclosed 25 days after the trade
Original report (House Clerk)
EMR Emerson Electric Company
traded 09/17 · filed 10/13
 SELL (part)
$15,001 – $50,000
Emerson Electric Company · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in EMR
LINLIN Linde plc
traded 09/17 · filed 10/13
 SELL (part)
$15,001 – $50,000
Linde plc · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in LIN
LMTLMT Lockheed Martin Corporation
traded 09/17 · filed 10/13
 SELL (part)
$15,001 – $50,000
Lockheed Martin Corporation · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in LMT
LMTLMT Lockheed Martin Corporation
traded 09/17 · filed 10/13
 SELL (part)
$15,001 – $50,000
Lockheed Martin Corporation · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in LMT
LOW Lowe's Companies, Inc.
traded 09/17 · filed 10/13
 SELL (part)
$1,001 – $15,000
Lowe's Companies, Inc. · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in LOW
MRSH Marsh
traded 09/17 · filed 10/13
 SELL (part)
$50,001 – $100,000
Marsh · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in MRSH
ROK Rockwell Automation, Inc.
traded 09/17 · filed 10/13
 SELL (part)
$15,001 – $50,000
Rockwell Automation, Inc. · StockOwner: JointDisclosed 26 days after the trade
Original report (House Clerk) · stock page · all members in ROK
CNP CenterPoint Energy, Inc
traded 09/15 · filed 09/25
 SELL
$15,001 – $50,000
CenterPoint Energy, Inc · StockOwner: SelfDisclosed 10 days after the trade
Original report (House Clerk) · stock page · all members in CNP
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A
traded 09/15 · filed 09/25
 BUY
$15,001 – $50,000
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A · Government bondOwner: JointDisclosed 10 days after the trade
Original report (House Clerk)
MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025
traded 09/15 · filed 09/25
 BUY
$15,001 – $50,000
MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 · Government bondOwner: JointDisclosed 10 days after the trade
Original report (House Clerk)
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C
traded 09/15 · filed 09/25
 BUY
$15,001 – $50,000
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C · Government bondOwner: JointDisclosed 10 days after the trade
Original report (House Clerk)
STX Seagate Technology Holdings PLC
traded 09/15 · filed 09/25
 SELL (part)
$1,001 – $15,000
Seagate Technology Holdings PLC · StockOwner: SelfDisclosed 10 days after the trade
Original report (House Clerk) · stock page · all members in STX
STE STERIS plc
traded 09/15 · filed 09/25
 SELL
$15,001 – $50,000
STERIS plc · StockOwner: SelfDisclosed 10 days after the trade
Original report (House Clerk) · stock page · all members in STE
TJXTJX TJX Companies, Inc.
traded 09/15 · filed 09/25
 SELL
$1,001 – $15,000
TJX Companies, Inc. · StockOwner: SelfDisclosed 10 days after the trade
Original report (House Clerk) · stock page · all members in TJX
CDNS Cadence Design Systems, Inc.
traded 09/14 · filed 09/25
 SELL (part)
$15,001 – $50,000
Cadence Design Systems, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in CDNS
DVN Devon Energy Corporation
traded 09/14 · filed 09/25
 SELL (part)
$15,001 – $50,000
Devon Energy Corporation · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in DVN
EMR Emerson Electric Company
traded 09/14 · filed 09/25
 SELL (part)
$1,001 – $15,000
Emerson Electric Company · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in EMR
EMR Emerson Electric Company
traded 09/14 · filed 09/25
 SELL (part)
$15,001 – $50,000
Emerson Electric Company · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in EMR
HD Home Depot, Inc.
traded 09/14 · filed 09/25
 SELL (part)
$1,001 – $15,000
Home Depot, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in HD
HD Home Depot, Inc.
traded 09/14 · filed 09/25
 SELL
$15,001 – $50,000
Home Depot, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in HD
IQV IQVIA Holdings, Inc.
traded 09/14 · filed 09/25
 SELL
$15,001 – $50,000
IQVIA Holdings, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in IQV
JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022
traded 09/14 · filed 09/25
 BUY
$15,001 – $50,000
JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 · Government bondOwner: JointDisclosed 11 days after the trade
Original report (House Clerk)
MRSH Marsh
traded 09/14 · filed 09/25
 SELL (part)
$1,001 – $15,000
Marsh · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in MRSH
NEE NextEra Energy, Inc.
traded 09/14 · filed 09/25
 SELL (part)
$15,001 – $50,000
NextEra Energy, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in NEE
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D
traded 09/14 · filed 09/25
 BUY
$15,001 – $50,000
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D · Government bondOwner: JointDisclosed 11 days after the trade
Original report (House Clerk)
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D
traded 09/14 · filed 09/25
 BUY
$15,001 – $50,000
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D · Government bondOwner: JointDisclosed 11 days after the trade
Original report (House Clerk)
ROK Rockwell Automation, Inc.
traded 09/14 · filed 09/25
 SELL (part)
$15,001 – $50,000
Rockwell Automation, Inc. · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in ROK
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
traded 09/14 · filed 09/25
 SELL (part)
$15,001 – $50,000
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: JointDisclosed 11 days after the trade
Original report (House Clerk)
OKE ONEOK, Inc.
traded 09/11 · filed 09/25
 EXCHANGE
$500,001 – $1,000,000
ONEOK, Inc. · StockOwner: JointDisclosed 14 days after the trade
OKE exchange for CUSIP 30609A109
Original report (House Clerk) · stock page · all members in OKE
OKE ONEOK, Inc.
traded 09/11 · filed 09/25
 EXCHANGE
$100,001 – $250,000
ONEOK, Inc. · StockOwner: JointDisclosed 14 days after the trade
OKE exchange for CUSIP 30609A109
Original report (House Clerk) · stock page · all members in OKE
ETN Eaton Corporation, PLC
traded 09/10 · filed 09/25
 SELL (part)
$1,001 – $15,000
Eaton Corporation, PLC · StockOwner: SelfDisclosed 15 days after the trade
Original report (House Clerk) · stock page · all members in ETN
HD Home Depot, Inc.
traded 09/10 · filed 09/25
 SELL (part)
$15,001 – $50,000
Home Depot, Inc. · StockOwner: JointDisclosed 15 days after the trade
Original report (House Clerk) · stock page · all members in HD
NVONVO Novo Nordisk A/S
traded 09/10 · filed 09/25
 SELL
$1,001 – $15,000
Novo Nordisk A/S · StockOwner: SelfDisclosed 15 days after the trade
Original report (House Clerk) · stock page · all members in NVO
UNHUNH UnitedHealth Group Incorporated
traded 09/10 · filed 09/25
 SELL
$15,001 – $50,000
UnitedHealth Group Incorporated · StockOwner: JointDisclosed 15 days after the trade
Original report (House Clerk) · stock page · all members in UNH
BSX Boston Scientific Corporation
traded 09/09 · filed 09/25
 SELL
$50,001 – $100,000
Boston Scientific Corporation · StockOwner: JointDisclosed 16 days after the trade
Original report (House Clerk) · stock page · all members in BSX
ITWITW Illinois Tool Works Inc.
traded 09/09 · filed 09/25
 SELL
$15,001 – $50,000
Illinois Tool Works Inc. · StockOwner: JointDisclosed 16 days after the trade
Original report (House Clerk) · stock page · all members in ITW
MRSH Marsh
traded 09/09 · filed 09/25
 SELL (part)
$100,001 – $250,000
Marsh · StockOwner: JointDisclosed 16 days after the trade
Original report (House Clerk) · stock page · all members in MRSH
PTC PTC Inc.
traded 09/09 · filed 09/25
 SELL
$50,001 – $100,000
PTC Inc. · StockOwner: JointDisclosed 16 days after the trade
Original report (House Clerk) · stock page · all members in PTC
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A
traded 09/09 · filed 09/25
 BUY
$15,001 – $50,000
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A · Government bondOwner: JointDisclosed 16 days after the trade
Original report (House Clerk)
AAPL Apple Inc.
traded 09/08 · filed 09/25
 SELL (part)
$1,001 – $15,000
Apple Inc. · StockOwner: Dependent childDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in AAPL
AAPL Apple Inc.
traded 09/08 · filed 09/25
 SELL (part)
$1,001 – $15,000
Apple Inc. · StockOwner: Dependent childDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in AAPL
ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018
traded 09/08 · filed 09/25
 BUY
$15,001 – $50,000
ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018 · Government bondOwner: JointDisclosed 17 days after the trade
Original report (House Clerk)
ETVETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest
traded 09/08 · filed 09/25
 SELL
$1,001 – $15,000
Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest · StockOwner: Dependent childDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in ETV
IQV IQVIA Holdings, Inc.
traded 09/08 · filed 09/25
 SELL
$1,001 – $15,000
IQVIA Holdings, Inc. · StockOwner: Dependent childDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in IQV
BSX Boston Scientific Corporation
traded 09/04 · filed 09/25
 SELL (part)
$50,001 – $100,000
Boston Scientific Corporation · StockOwner: JointDisclosed 21 days after the trade
Original report (House Clerk) · stock page · all members in BSX
DVN Devon Energy Corporation
traded 09/04 · filed 09/25
 SELL (part)
$100,001 – $250,000
Devon Energy Corporation · StockOwner: JointDisclosed 21 days after the trade
Original report (House Clerk) · stock page · all members in DVN
ITWITW Illinois Tool Works Inc.
traded 09/04 · filed 09/25
 SELL (part)
$50,001 – $100,000
Illinois Tool Works Inc. · StockOwner: JointDisclosed 21 days after the trade
Original report (House Clerk) · stock page · all members in ITW
OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33
traded 09/04 · filed 09/25
 BUY
$50,001 – $100,000
OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33 · Government bondOwner: JointDisclosed 21 days after the trade
Original report (House Clerk)
OKE ONEOK, Inc.
traded 09/04 · filed 09/25
 SELL (part)
$15,001 – $50,000
ONEOK, Inc. · StockOwner: JointDisclosed 21 days after the trade
Original report (House Clerk) · stock page · all members in OKE
BSX Boston Scientific Corporation
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
Boston Scientific Corporation · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in BSX
BSX Boston Scientific Corporation
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
Boston Scientific Corporation · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in BSX
BSX Boston Scientific Corporation
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
Boston Scientific Corporation · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in BSX
IQV IQVIA Holdings, Inc.
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
IQVIA Holdings, Inc. · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in IQV
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028
traded 09/03 · filed 09/25
 BUY
$15,001 – $50,000
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028 · Government bondOwner: JointDisclosed 22 days after the trade
Original report (House Clerk)
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030
traded 09/03 · filed 09/25
 BUY
$15,001 – $50,000
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030 · Government bondOwner: JointDisclosed 22 days after the trade
Original report (House Clerk)
AIOAIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in AIO
VUZIVUZI Vuzix Corporation
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
Vuzix Corporation · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in VUZI
VUZIVUZI Vuzix Corporation
traded 09/03 · filed 09/25
 SELL
$1,001 – $15,000
Vuzix Corporation · StockOwner: Dependent childDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in VUZI
CDNS Cadence Design Systems, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
Cadence Design Systems, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in CDNS
CL Colgate-Palmolive Company
traded 09/02 · filed 09/25
 SELL (part)
$1,001 – $15,000
Colgate-Palmolive Company · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in CL
DHR Danaher Corporation
traded 09/02 · filed 09/25
 SELL (part)
$1,001 – $15,000
Danaher Corporation · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in DHR
Devon Energy Corporation Common
traded 09/02 · filed 09/25
 SELL (part)
$100,001
Devon Energy Corporation CommonOwner: JointDisclosed 23 days after the trade
Original report (House Clerk)
HD Home Depot, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
Home Depot, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in HD
ITWITW Illinois Tool Works Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
Illinois Tool Works Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in ITW
LINLIN Linde plc
traded 09/02 · filed 09/25
 SELL
$15,001 – $50,000
Linde plc · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in LIN
LMTLMT Lockheed Martin Corporation
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
Lockheed Martin Corporation · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in LMT
LMTLMT Lockheed Martin Corporation
traded 09/02 · filed 09/25
 SELL
$15,001 – $50,000
Lockheed Martin Corporation · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in LMT
LOW Lowe's Companies, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$1,001 – $15,000
Lowe's Companies, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in LOW
MRSH Marsh
traded 09/02 · filed 09/25
 SELL (part)
$1,001 – $15,000
Marsh · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in MRSH
NEE NextEra Energy, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$1,001 – $15,000
NextEra Energy, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in NEE
ORLY O'Reilly Automotive, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
O'Reilly Automotive, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in ORLY
ROK Rockwell Automation, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
Rockwell Automation, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in ROK
ROK Rockwell Automation, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
Rockwell Automation, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in ROK
SBUX Starbucks Corporation
traded 09/02 · filed 09/25
 SELL (part)
$1,001 – $15,000
Starbucks Corporation · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in SBUX
TJXTJX TJX Companies, Inc.
traded 09/02 · filed 09/25
 SELL (part)
$15,001 – $50,000
TJX Companies, Inc. · StockOwner: JointDisclosed 23 days after the trade
Original report (House Clerk) · stock page · all members in TJX
BSX Boston Scientific Corporation
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Boston Scientific Corporation · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in BSX
RARA Brookfield Real Assets Income Fund Inc.
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Brookfield Real Assets Income Fund Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in RA
CB Chubb Limited
traded 08/31 · filed 09/25
 BUY
$1,001 – $15,000
Chubb Limited · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in CB
KO Coca-Cola Company
traded 08/31 · filed 09/25
 BUY
$1,001 – $15,000
Coca-Cola Company · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in KO
CL Colgate-Palmolive Company
traded 08/31 · filed 09/25
 SELL
$1,001 – $15,000
Colgate-Palmolive Company · StockOwner: SelfDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in CL
CR Crane Company
traded 08/31 · filed 09/25
 SELL
$50,001 – $100,000
Crane Company · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in CR
CXT Crane NXT, Co.
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Crane NXT, Co. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in CXT
CSXCSX CSX Corporation
traded 08/31 · filed 09/25
 SELL (part)
$1,001 – $15,000
CSX Corporation · StockOwner: SelfDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in CSX
DHR Danaher Corporation
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Danaher Corporation · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in DHR
DVN Devon Energy Corporation
traded 08/31 · filed 09/25
 SELL (part)
$100,001 – $250,000
Devon Energy Corporation · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in DVN
DVN Devon Energy Corporation
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Devon Energy Corporation · StockOwner: SelfDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in DVN
XOMXOM ExxonMobil Holdings Corporation
traded 08/31 · filed 09/25
 SELL (part)
$100,001 – $250,000
ExxonMobil Holdings Corporation · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in XOM
F Ford Motor Company
traded 08/31 · filed 09/25
 SELL
$1,001 – $15,000
Ford Motor Company · StockOwner: SelfDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in F
HD Home Depot, Inc.
traded 08/31 · filed 09/25
 SELL (part)
$15,001 – $50,000
Home Depot, Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in HD
HON Honeywell International Inc.
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Honeywell International Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in HON
ITWITW Illinois Tool Works Inc.
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Illinois Tool Works Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in ITW
LINLIN Linde plc
traded 08/31 · filed 09/25
 SELL (part)
$15,001 – $50,000
Linde plc · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in LIN
NVONVO Novo Nordisk A/S
traded 08/31 · filed 09/25
 SELL (part)
$1,001 – $15,000
Novo Nordisk A/S · StockOwner: SelfDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in NVO
OKE ONEOK, Inc.
traded 08/31 · filed 09/25
 SELL (part)
$50,001 – $100,000
ONEOK, Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in OKE
ORLY O'Reilly Automotive, Inc.
traded 08/31 · filed 09/25
 SELL (part)
$15,001 – $50,000
O'Reilly Automotive, Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in ORLY
PRGS Progress Software Corporation
traded 08/31 · filed 09/25
 SELL
$15,001 – $50,000
Progress Software Corporation · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in PRGS
PTC PTC Inc.
traded 08/31 · filed 09/25
 SELL
$50,001 – $100,000
PTC Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in PTC
TJXTJX TJX Companies, Inc.
traded 08/31 · filed 09/25
 SELL (part)
$15,001 – $50,000
TJX Companies, Inc. · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in TJX
AIOAIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
traded 08/31 · filed 09/25
 SELL (part)
$15,001 – $50,000
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest · StockOwner: JointDisclosed 25 days after the trade
Original report (House Clerk) · stock page · all members in AIO
CL Colgate-Palmolive Company
traded 08/27 · filed 09/25
 SELL (part)
$1,001 – $15,000
Colgate-Palmolive Company · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in CL
CSXCSX CSX Corporation
traded 08/27 · filed 09/25
 SELL (part)
$1,001 – $15,000
CSX Corporation · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in CSX
HD Home Depot, Inc.
traded 08/27 · filed 09/25
 SELL
$1,001 – $15,000
Home Depot, Inc. · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in HD
NVS Novartis AG
traded 08/27 · filed 09/25
 SELL
$15,001 – $50,000
Novartis AG · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in NVS
PBAPBA Pembina Pipeline Corp.
traded 08/27 · filed 09/25
 SELL
$15,001 – $50,000
Pembina Pipeline Corp. · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in PBA
TJXTJX TJX Companies, Inc.
traded 08/27 · filed 09/25
 SELL (part)
$1,001 – $15,000
TJX Companies, Inc. · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in TJX
WMT Walmart Inc.
traded 08/27 · filed 09/25
 SELL (part)
$1,001 – $15,000
Walmart Inc. · StockOwner: SelfDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in WMT
CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029
traded 08/24 · filed 09/01
 BUY
$100,001 – $250,000
CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 · Government bondOwner: JointDisclosed 8 days after the trade
Original report (House Clerk)
HD Home Depot, Inc.
traded 08/24 · filed 09/01
 SELL (part)
$50,001 – $100,000
Home Depot, Inc. · StockOwner: JointDisclosed 8 days after the trade
Original report (House Clerk) · stock page · all members in HD
LOW Lowe's Companies, Inc.
traded 08/24 · filed 09/01
 SELL
$1,001 – $15,000
Lowe's Companies, Inc. · StockOwner: JointDisclosed 8 days after the trade
Original report (House Clerk) · stock page · all members in LOW
MRSH Marsh
traded 08/24 · filed 09/01
 SELL
$1,001 – $15,000
Marsh · StockOwner: JointDisclosed 8 days after the trade
Original report (House Clerk) · stock page · all members in MRSH
MDT Medtronic plc.
traded 08/24 · filed 09/01
 SELL
$15,001 – $50,000
Medtronic plc. · StockOwner: JointDisclosed 8 days after the trade
Original report (House Clerk) · stock page · all members in MDT
PG Procter & Gamble Company
traded 08/24 · filed 09/01
 SELL
$50,001 – $100,000
Procter & Gamble Company · StockOwner: JointDisclosed 8 days after the trade
Original report (House Clerk) · stock page · all members in PG
MSFT Microsoft Corporation
traded 08/21 · filed 09/01
 SELL (part)
$15,001 – $50,000
Microsoft Corporation · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in MSFT
VLTO Veralto Corp
traded 08/21 · filed 09/01
 SELL
$1,001 – $15,000
Veralto Corp · StockOwner: JointDisclosed 11 days after the trade
Original report (House Clerk) · stock page · all members in VLTO
CL Colgate-Palmolive Company
traded 08/19 · filed 09/01
 SELL
$1,001 – $15,000
Colgate-Palmolive Company · StockOwner: JointDisclosed 13 days after the trade
Original report (House Clerk) · stock page · all members in CL
HONA Honeywell Aerospace Inc.
traded 08/19 · filed 09/01
 SELL
$15,001 – $50,000
Honeywell Aerospace Inc. · StockOwner: JointDisclosed 13 days after the trade
Original report (House Clerk) · stock page · all members in HONA
BUD Anheuser-Busch Inbev SA Sponsored ADR
traded 08/18 · filed 09/01
 SELL
$1,001 – $15,000
Anheuser-Busch Inbev SA Sponsored ADR · StockOwner: SelfDisclosed 14 days after the trade
Original report (House Clerk) · stock page · all members in BUD
BIIB Biogen Inc.
traded 08/18 · filed 09/01
 SELL
$1,001 – $15,000
Biogen Inc. · StockOwner: SelfDisclosed 14 days after the trade
Original report (House Clerk) · stock page · all members in BIIB
KMB Kimberly-Clark Corporation
traded 08/18 · filed 09/01
 SELL
$1,001 – $15,000
Kimberly-Clark Corporation · StockOwner: SelfDisclosed 14 days after the trade
Original report (House Clerk) · stock page · all members in KMB
ADBEADBE Adobe Inc.
traded 08/14 · filed 09/01
 SELL (part)
$15,001 – $50,000
Adobe Inc. · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in ADBE
CARR Carrier Global Corporation
traded 08/14 · filed 09/01
 SELL
$1,001 – $15,000
Carrier Global Corporation · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in CARR
ICLR ICON plc
traded 08/14 · filed 09/01
 SELL (part)
$15,001 – $50,000
ICON plc · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in ICLR
VLTO Veralto Corp
traded 08/14 · filed 09/01
 SELL (part)
$1,001 – $15,000
Veralto Corp · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in VLTO
BABA Boeing Company
traded 08/13 · filed 09/01
 SELL
$1,001 – $15,000
Boeing Company · StockOwner: JointDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in BA
BABA Boeing Company
traded 08/13 · filed 09/01
 SELL
$15,001 – $50,000
Boeing Company · StockOwner: JointDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in BA
GAP Gap, Inc.
traded 08/13 · filed 09/01
 SELL
$1,001 – $15,000
Gap, Inc. · StockOwner: SelfDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in GAP
HRL Hormel Foods Corporation
traded 08/13 · filed 09/01
 SELL
$1,001 – $15,000
Hormel Foods Corporation · StockOwner: SelfDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in HRL
NKENKE Nike, Inc.
traded 08/13 · filed 09/01
 SELL (part)
$1,001 – $15,000
Nike, Inc. · StockOwner: SelfDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in NKE
WAT Waters Corporation
traded 08/13 · filed 09/01
 SELL
$1,001 – $15,000
Waters Corporation · StockOwner: JointDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in WAT
OTIS Otis Worldwide Corporation
traded 08/10 · filed 09/01
 SELL
$1,001 – $15,000
Otis Worldwide Corporation · StockOwner: JointDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in OTIS
VLTO Veralto Corp
traded 08/10 · filed 09/01
 SELL
$1,001 – $15,000
Veralto CorpOwner: JointDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in VLTO
DISDIS Walt Disney Company
traded 08/10 · filed 09/01
 SELL
$15,001 – $50,000
Walt Disney Company · StockOwner: JointDisclosed 22 days after the trade
Original report (House Clerk) · stock page · all members in DIS
ALCALC Alcon Inc.
traded 08/05 · filed 09/01
 SELL
$1,001 – $15,000
Alcon Inc. · StockOwner: SelfDisclosed 27 days after the trade
Original report (House Clerk) · stock page · all members in ALC
PG Procter & Gamble Company
traded 08/05 · filed 09/01
 SELL
$1,001 – $15,000
Procter & Gamble Company · StockOwner: JointDisclosed 27 days after the trade
Original report (House Clerk) · stock page · all members in PG
SOLS Solstice Advanced Materials Inc.
traded 08/05 · filed 09/01
 SELL
$1,001 – $15,000
Solstice Advanced Materials Inc. · StockOwner: JointDisclosed 27 days after the trade
Original report (House Clerk) · stock page · all members in SOLS
OGN 2000166537 JT Organon & Co.
traded 08/05 · filed 08/12
 SELL
$1,001 – $15,000
2000166537 JT Organon & Co. · StockOwner: SelfDisclosed 7 days after the trade
Original report (House Clerk) · stock page · all members in OGN
VSNT 2000166538 JT Versant Media Group, Inc.
traded 08/05 · filed 08/12
 SELL
$1,001 – $15,000
2000166538 JT Versant Media Group, Inc. · StockOwner: SelfDisclosed 7 days after the trade
Original report (House Clerk) · stock page · all members in VSNT
CMCSA Comcast Corporation
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Comcast Corporation · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in CMCSA
DEODEO Diageo plc
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Diageo plc · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in DEO
EL Estee Lauder Companies, Inc.
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Estee Lauder Companies, Inc. · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in EL
KVUE Kenvue Inc.
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Kenvue Inc. · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in KVUE
MDLZ Mondelez International, Inc.
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Mondelez International, Inc. · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in MDLZ
OGN Organon & Co.
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Organon & Co. · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in OGN
VSNT Versant Media Group, Inc.
traded 08/05 · filed 08/10
 SELL
$1,001 – $15,000
Versant Media Group, Inc. · StockOwner: JointDisclosed 5 days after the trade
Original report (House Clerk) · stock page · all members in VSNT
CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030
traded 07/24 · filed 08/10
 BUY
$50,001 – $100,000
CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030 · Government bondOwner: JointDisclosed 17 days after the trade
Original report (House Clerk)
TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026
traded 07/24 · filed 08/10
 BUY
$100,001 – $250,000
TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026 · Government bondOwner: JointDisclosed 17 days after the trade
Original report (House Clerk)
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029
traded 07/20 · filed 08/10
 BUY
$15,001 – $50,000
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 · Government bondOwner: JointDisclosed 21 days after the trade
Original report (House Clerk)
KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031
traded 07/20 · filed 08/10
 BUY
$100,001 – $250,000
KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031 · Government bondOwner: JointDisclosed 21 days after the trade
Original report (House Clerk)
LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027
traded 07/17 · filed 08/10
 BUY
$15,001 – $50,000
LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 · Government bondOwner: JointDisclosed 24 days after the trade
Original report (House Clerk)
OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028
traded 07/17 · filed 08/10
 BUY
$15,001 – $50,000
OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 · Government bondOwner: JointDisclosed 24 days after the trade
Original report (House Clerk)
EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033
traded 07/16 · filed 08/10
 BUY
$15,001 – $50,000
EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033 · Government bondOwner: JointDisclosed 25 days after the trade
Original report (House Clerk)
XOMXOM Exxon Mobil Corporation
traded 07/02 · filed 07/16
 EXCHANGE
$100,001 – $250,000
Exxon Mobil Corporation · StockOwner: JointDisclosed 14 days after the trade
Exxon Mobile began trading as Exxon Mobile Holdings
Original report (House Clerk) · stock page · all members in XOM
XOMXOM Exxon Mobil Corporation
traded 07/02 · filed 07/16
 EXCHANGE
$100,001 – $250,000
Exxon Mobil Corporation · StockOwner: JointDisclosed 14 days after the trade
Exxon Mobile began trading as Exxon Mobile Holdings
Original report (House Clerk) · stock page · all members in XOM
HONAHONAV Honeywell Aerospace Inc.
traded 06/29 · filed 07/16
 EXCHANGE
$15,001 – $50,000
Honeywell Aerospace Inc. · StockOwner: JointDisclosed 17 days after the trade
Shares received in spin off from HON
Original report (House Clerk) · stock page · all members in HONAV
CTRACTRA Coterra Energy Inc.
traded 05/08 · filed 06/02
 EXCHANGE
$15,001 – $50,000
Coterra Energy Inc. · StockOwner: JointDisclosed 25 days after the trade
merged with DVN Energy Corp.
Original report (House Clerk) · stock page · all members in CTRA
CTRACTRA Coterra Energy Inc.
traded 05/08 · filed 06/02
 EXCHANGE
$15,001 – $50,000
Coterra Energy Inc. · StockOwner: SelfDisclosed 25 days after the trade
Coterra merged into Devon
Original report (House Clerk) · stock page · all members in CTRA
DVN Devon Energy Corporation
traded 05/08 · filed 06/02
 EXCHANGE
$15,001 – $50,000
Devon Energy Corporation · StockOwner: SelfDisclosed 25 days after the trade
Coterra merged into Devon
Original report (House Clerk) · stock page · all members in DVN
DVN Devon Energy Corporation
traded 05/08 · filed 06/02
 EXCHANGE
$15,001 – $50,000
Devon Energy Corporation · StockOwner: JointDisclosed 25 days after the trade
CRTA Merged into DVN
Original report (House Clerk) · stock page · all members in DVN
MORGAN STANLEY FIN LLC MTN ZERO CPN
traded 05/06 · filed 06/02
 SELL
$1,000,001 – $5,000,000
MORGAN STANLEY FIN LLC MTN ZERO CPN · BondOwner: SelfDisclosed 27 days after the trade
Note redeemed by the issuer.
Original report (House Clerk)
Goldman Sachs MTN 4/29/2030
traded 04/29 · filed 05/05
 SELL
$250,001 – $500,000
Goldman Sachs MTN 4/29/2030 · BondOwner: JointDisclosed 6 days after the trade
Note called by issuer
Original report (House Clerk)
EXASEXAS Exact Sciences Corporation
traded 03/24 · filed 04/03
 SELL
$1,001 – $15,000
Exact Sciences Corporation · StockOwner: Dependent childDisclosed 10 days after the trade
Original report (House Clerk) · stock page · all members in EXAS
MDT Medtronic plc.
traded 03/20 · filed 04/03
 SELL
$15,001 – $50,000
Medtronic plc. · StockOwner: JointDisclosed 14 days after the trade
Original report (House Clerk) · stock page · all members in MDT
PLD Prologis, Inc.
traded 03/20 · filed 04/03
 SELL
$50,001 – $100,000
Prologis, Inc. · StockOwner: JointDisclosed 14 days after the trade
Original report (House Clerk) · stock page · all members in PLD
TROW T. Rowe Price Group, Inc.
traded 03/20 · filed 04/03
 SELL
$15,001 – $50,000
T. Rowe Price Group, Inc. · StockOwner: JointDisclosed 14 days after the trade
Original report (House Clerk) · stock page · all members in TROW
SMASMA SmartStop Self Storage REIT, Inc.
traded 03/18 · filed 04/03
 SELL
$500,001 – $1,000,000
SmartStop Self Storage REIT, Inc. · StockOwner: JointDisclosed 16 days after the trade
Original report (House Clerk) · stock page · all members in SMA
TXN Texas Instruments Incorporated
traded 03/18 · filed 04/03
 SELL
$500,001 – $1,000,000
Texas Instruments Incorporated · StockOwner: JointDisclosed 16 days after the trade
Original report (House Clerk) · stock page · all members in TXN
BDX Becton, Dickinson and Company
traded 03/17 · filed 04/03
 SELL
$15,001 – $50,000
Becton, Dickinson and Company · StockOwner: JointDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in BDX
MUAMUA Blackrock MuniAssets Fund, Inc
traded 03/17 · filed 04/03
 SELL
$50,001 – $100,000
Blackrock MuniAssets Fund, Inc · StockOwner: JointDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in MUA
CTSH Cognizant Technology Solutions Corporation
traded 03/17 · filed 04/03
 SELL
$15,001 – $50,000
Cognizant Technology Solutions Corporation · StockOwner: JointDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in CTSH
CMCSA Comcast Corporation
traded 03/17 · filed 04/03
 SELL
$15,001 – $50,000
Comcast Corporation · StockOwner: JointDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in CMCSA
IVZ Invesco Ltd
traded 03/17 · filed 04/03
 SELL
$15,001 – $50,000
Invesco Ltd · StockOwner: JointDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in IVZ
KVUE Kenvue Inc.
traded 03/17 · filed 04/03
 SELL
$15,001 – $50,000
Kenvue Inc. · StockOwner: JointDisclosed 17 days after the trade
Original report (House Clerk) · stock page · all members in KVUE
ACN Accenture plc
traded 03/16 · filed 04/03
 SELL
$250,001 – $500,000
Accenture plc · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in ACN
IQV IQVIA Holdings, Inc.
traded 03/16 · filed 04/03
 SELL
$50,001 – $100,000
IQVIA Holdings, Inc. · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in IQV
PRGS Progress Software Corporation
traded 03/16 · filed 04/03
 SELL
$50,001 – $100,000
Progress Software Corporation · StockOwner: JointDisclosed 18 days after the trade
Original report (House Clerk) · stock page · all members in PRGS
ICLR ICON plc
traded 03/05 · filed 04/03
 SELL
$100,001 – $250,000
ICON plc · StockOwner: JointDisclosed 29 days after the trade
Original report (House Clerk) · stock page · all members in ICLR
WAT Waters Corporation
traded 02/09 · filed 03/06
 EXCHANGE
$1,001 – $15,000
Waters Corporation · StockOwner: JointDisclosed 25 days after the trade
Share received as a result of spinoff from BDX
Original report (House Clerk) · stock page · all members in WAT
ROYAL BANK OF CANADA 31F DUE 01/10/31
traded 01/07 · filed 02/18
 BUY
$250,001 – $500,000
ROYAL BANK OF CANADA 31F DUE 01/10/31 · BondOwner: JointDisclosed 42 days after the trade
Buy to open
Original report (House Clerk)
UNHUNH UnitedHealth Group Incorporated
traded 12/23/25 · filed 01/22
 SELL
$250,001 – $500,000
UnitedHealth Group Incorporated · StockOwner: JointDisclosed 30 days after the trade
sell to close
Original report (House Clerk) · stock page · all members in UNH
BSX Boston Scientific Corporation
traded 10/28 · filed 11/16
 SELL (part)
$15,001 – $50,000
Boston Scientific Corporation · StockOwner: JointDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in BSX
CSXCSX CSX Corporation
traded 10/28 · filed 11/16
 SELL (part)
$15,001 – $50,000
CSX Corporation · StockOwner: SelfDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in CSX
HD Home Depot, Inc.
traded 10/28 · filed 11/16
 SELL (part)
$1,001 – $15,000
Home Depot, Inc. · StockOwner: SelfDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in HD
MSFT Microsoft Corporation
traded 10/28 · filed 11/16
 SELL (part)
$15,001 – $50,000
Microsoft Corporation · StockOwner: JointDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in MSFT
ORLY O'Reilly Automotive, Inc.
traded 10/28 · filed 11/16
 SELL (part)
$1,001 – $15,000
O'Reilly Automotive, Inc. · StockOwner: JointDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in ORLY
STX Seagate Technology Holdings PLC
traded 10/28 · filed 11/16
 SELL (part)
$15,001 – $50,000
Seagate Technology Holdings PLC · StockOwner: SelfDisclosed 19 days after the trade
Original report (House Clerk) · stock page · all members in STX
ACN Accenture plc
traded 10/27 · filed 11/16
 SELL
$100,001 – $250,000
Accenture plc · StockOwner: JointDisclosed 20 days after the trade
sell to close
Original report (House Clerk) · stock page · all members in ACN
MCDMCD McDonald's Corporation
traded 10/23 · filed 11/16
 SELL
$1,001 – $15,000
McDonald's Corporation · StockOwner: JointDisclosed 24 days after the trade
Original report (House Clerk) · stock page · all members in MCD
MCDMCD McDonald's Corporation
traded 10/23 · filed 11/16
 SELL
$100,001 – $250,000
McDonald's Corporation · StockOwner: JointDisclosed 24 days after the trade
Original report (House Clerk) · stock page · all members in MCD
RBC 11.25% 30F DUE 10/16/30
traded 10/10 · filed 11/16
 BUY
$500,001 – $1,000,000
RBC 11.25% 30F DUE 10/16/30 · BondOwner: JointDisclosed 37 days after the trade
Buy to open Royal Bank of Canada Note
Original report (House Clerk)
RBC 11.25% 30F DUE 10/16/30
traded 10/10 · filed 11/16
 BUY
$1,000,001 – $5,000,000
RBC 11.25% 30F DUE 10/16/30 · BondOwner: JointDisclosed 37 days after the trade
Buy to open
Original report (House Clerk)
BNP Paribas MTN 4/9/2030
traded 10/09 · filed 11/16
 SELL
$250,001 – $500,000
BNP Paribas MTN 4/9/2030 · BondOwner: JointDisclosed 38 days after the trade
note redeemed/called by issuer
Original report (House Clerk)
BNP Paribas MTN 4/9/2030
traded 10/09 · filed 11/16
 SELL
$1,000,001 – $5,000,000
BNP Paribas MTN 4/9/2030 · BondOwner: JointDisclosed 38 days after the trade
note redeemed/called by the issuer
Original report (House Clerk)
ETN Eaton Corporation, PLC
traded 10/06 · filed 11/16
 SELL (part)
$15,001 – $50,000
Eaton Corporation, PLC · StockOwner: SelfDisclosed 41 days after the trade
Original report (House Clerk) · stock page · all members in ETN
Seagate Technology Holdings PLC
traded 10/06 · filed 11/16
 SELL (part)
$15,001 – $50,000
Seagate Technology Holdings PLCOwner: SelfDisclosed 41 days after the trade
Original report (House Clerk)

Reports filed

Oct 13, 2026 · 24 transactionsReport ›
Sep 25, 2026 · 99 transactionsReport ›
Sep 1, 2026 · 29 transactionsReport ›
Aug 12, 2026 · 2 transactionsReport ›
Aug 10, 2026 · 14 transactionsReport ›
Jul 16, 2026 · 3 transactionsReport ›
Jun 2, 2026 · 5 transactionsReport ›
May 5, 2026 · 1 transactionReport ›
Apr 3, 2026 · 16 transactionsReport ›
Mar 6, 2026 · 1 transactionReport ›
Feb 18, 2026 · 1 transactionReport ›
Jan 22, 2026 · 1 transactionReport ›
Nov 16, 2025 · 15 transactionsReport ›
About this data

Members of the House, their spouses and dependents must report stock trades over $1,000 within 45 days (30 days after notice) under the STOCK Act. Amounts are reported only as ranges. A disclosure can come weeks after the trade, so these are past trades, not current positions.

Source: House Clerk periodic transaction reports (disclosures-clerk.house.gov), read from each e-filed report; U.S. House members only; party and state from the public-domain congress-legislators dataset. Paper (scanned) reports are linked but not read (69 in this period). Always check the original report.

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Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

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