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Our Elected PortfoliosTHE CONGRESSIONAL RESEARCH RECORD
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Public filing record

Trade disclosures

One row per transaction reported in a 2013–2026 US House periodic transaction report, ordered by anomaly-safe activity chronology by default. The filer and the account owner are shown separately.

2013–2026Years
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1,370 matching transactions

A report can contain many transactions; these are transaction counts, not filing counts. Default chronology prevents impossible reported dates from controlling recency while keeping every source date visible.

Why trade and filing dates differ →
saleRep. Steve CohenTN-09

S O : Stephens Advantage Account D : FIRST NATL BK & TR WEATHERFORD TEX CTF DEP ACT/365 INT RATE 4.650 MATURITY 2/14/25 PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS A

Rep. Steve Cohen disclosed that the filer sold · $100,001 – $250,000

View transaction source status →
Traded Jan 31, 2023Notified Feb 4, 2023Filed Feb 4, 20234 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Steve CohenTN-09

S O : Stephens Advantage Account D : CHARLES SCHWAB BK SSB WESTLAKE TEX CTF DEP ACT/365 INT RATE 4.750% MATURITY 2/2/24 FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND CLASS SS

Rep. Steve Cohen disclosed that the filer purchased · $100,001 – $250,000

View transaction source status →
Traded Jan 31, 2023Notified Feb 4, 2023Filed Feb 4, 20234 days to file
Owner: FilerOriginal filing ↗
Partial saleRep. Kathy ManningNC-06

S O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC SP Seven Bridges Long/Short Equity Fund Series

Rep. Kathy Manning disclosed that the filer partially sold · $100,001 – $250,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 3, 2023Filed Jan 10, 202311 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Kathy ManningNC-06

S O : 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC Seven Bridges Multi-Strategy Fund Series

Rep. Kathy Manning disclosed that the filer purchased · $250,001 – $500,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 3, 2023Filed Jan 10, 202311 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Stephen F. LynchMA-08

$B/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund

Rep. Stephen F. Lynch disclosed that the filer purchased · $1,001 – $15,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 11, 2023Filed May 3, 2023Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Kathy ManningNC-06

S O : 2021 Kathy E. Manning Irrevocable GST Trust FBO Randall R Kaplan & Descendants > Randall Robert Kaplan Alaska LLC Seven Bridges Strategic Equity Fund Series

Rep. Kathy Manning disclosed that the filer purchased · $250,001 – $500,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 3, 2023Filed Jan 10, 202311 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Kathy ManningNC-06

S O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC SP Seven Bridges Multi-Strategy Fund Series

Rep. Kathy Manning disclosed that the filer purchased · $100,001 – $250,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 3, 2023Filed Jan 10, 202311 days to file
Owner: FilerOriginal filing ↗
saleRep. Stephen F. LynchMA-08

$B0/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund

Rep. Stephen F. Lynch disclosed that the filer sold · $1,001 – $15,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 11, 2023Filed May 3, 2023Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Kathy ManningNC-06

S O : Randall R. Kaplan Irrevocable GST FBO Kathy Manning & Descendants > Randall Robert Kaplan Alaska LLC SP Seven Bridges Strategic Equity Fund Series

Rep. Kathy Manning disclosed that the filer purchased · $100,001 – $250,000

View transaction source status →
Traded Dec 30, 2022Notified Jan 3, 2023Filed Jan 10, 202311 days to file
Owner: FilerOriginal filing ↗