Public filing record
The filings below are House and Senate periodic transaction reports matched to this member's reviewed identity. 19 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.
| 2026-07-22 | 2026-06-30 | Cole, Hargrove, Snodgrass and Associates | sale | not_indicated | unmarked |
| 2026-07-22 | 2026-06-30 | CHS Stock (Private) held | sale | not_indicated | $15,001 - $50,000 |
| 2023-08-11 | 2023-07-15 | Cole, Hargrave, Snodgrass, and Associates, Inc. common stock | sale | not_indicated | B $1,5,001-$50,000 |
| 2023-03-08 | 2023-02-22 | WBA | sale | joint | $15,001-$50,000 |
| 2022-06-08 | 2022-05-25 | LNT | sale | spouse | B $1,500-$50,000 |
| 2022-04-27 | 2022-04-01 | Endeata Common Stock | exchange | joint | A $1,001-$15,000 |
| 2022-01-20 | 2022-01-10 | Wells Forge Common Stock | sale | joint | F $500,001- $1,000,000 |
| 2019-05-23 | 2019-04-15 | American Century Income & Growth Fund | sale | not_indicated | B $15,001-$50,000 |
| 2019-05-23 | 2019-04-15 | BGI SDP Stock Fund | sale | not_indicated | A $1,001-$15,000 |
| 2019-05-23 | 2019-04-15 | Columbia Acorn Fund | sale | not_indicated | A $1,001-$15,000 |
| 2019-05-23 | 2019-04-15 | Dreyfus Premium Leader A Fund | sale | not_indicated | A $1,001-$15,000 |
| 2019-05-23 | 2019-04-15 | Europacific A Growth Fund | sale | not_indicated | A $1,001- $15,000 |
| 2019-05-23 | 2019-04-15 | Janus Small Cap Value Fund | sale | not_indicated | A $1,001- $15,000 |
| 2019-05-23 | 2019-04-15 | T Rowe Price Balanced Fund | sale | not_indicated | B $15,001- $50,000 |
| 2019-04-30 | 2019-04-26 | BDX | purchase | joint | A $1,001-$15,000 |
| 2018-09-27 | 2018-09-07 | T | sale | not_indicated | B $15,001-$50,000 |
| 2018-05-10 | 2017-02-27 | ENB | exchange | joint | B $15,001-$50,000 |
| 2016-02-10 | 2015-08-11 | WMT | sale | joint | B $15,001- $50,000 |
| 2016-02-10 | 2015-08-13 | IBM | sale | joint | B $15,001- $50,000 |
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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.