Public filing record
The filings below are House and Senate periodic transaction reports matched to this member's reviewed identity. 14 disclosed events are on record. Amounts are reported as ranges, not exact trade values.
A transaction date describes when a trade occurred. The public availability date describes when a researcher could first know about it. Disclosures may cover a spouse or dependent and may include later corrections.
| 2024-08-08 | 2024-06-03 | American Funds Euro-Pacific Mutual Fund | sale | not_indicated | $15,001 - $50,000 |
| 2024-08-08 | 2024-06-03 | American Funds Income Fund of America | sale | not_indicated | $15,001 - $50,000 |
| 2024-08-08 | 2024-06-03 | Federated Kaufman Small Cap A Mutual Fund | sale | not_indicated | $1,001 - $15,000 |
| 2024-08-08 | 2024-06-03 | Fidelity Balanced Fund | sale | not_indicated | $15,001 - $50,000 |
| 2024-08-08 | 2024-06-03 | Fidelity Contra Fund Mutual Fund | sale | not_indicated | $100,001 - $250,000 |
| 2024-08-08 | 2024-06-03 | Fidelity Emerging Markets Mutual Fund | sale | not_indicated | $1,001 - $15,000 |
| 2024-08-08 | 2024-06-03 | Vanguard Target Date 2025 Mutual Fund | purchase | not_indicated | $250,001 - $500,000 |
| 2024-05-24 | 2024-05-22 | NVDA | purchase | not_indicated | $1,001 - $15,000 |
| 2024-05-10 | 2023-11-27 | VMW | sale | not_indicated | $1,001 - $15,000 |
| 2023-05-04 | 2021-12-30 | American Funds Income Fund of America Mutual Fund | purchase | not_indicated | $15,001 - $50,000 |
| 2023-05-04 | 2022-12-30 | Fidelity Emerging Markets Mutual Fund | purchase | not_indicated | $1,001 - $15,000 |
| 2023-05-04 | 2022-12-30 | Invesco Development Markets Mutual Fund | sale | not_indicated | $1,001 - $15,000 |
| 2023-05-04 | 2022-12-30 | Nationwide Investor Destination Moderate Aggressive Mutual Fund | sale | not_indicated | $15,001 - $50,000 |
| 2017-05-02 | 2016-09-07 | EMC | exchange | not_indicated | $1,001 - $15,000 |
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Recent disclosed events; this is a bounded preview of the filing history.
Trade date and public availability
Compare events using their first public availability rather than the trade date. A disclosure does not establish a trading recommendation, a member's complete portfolio, or the return of copying that trade.