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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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1,949 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 →
purchaseRep. Richard W. AllenGA-12

S O : IRA D : cash merger no longer publicly traded company SP The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)

Rep. Richard W. Allen disclosed that the filer purchased · $15,001 – $50,000

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Traded Oct 10, 2023Notified Nov 6, 2023Filed Nov 16, 202337 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Virginia FoxxNC-05

Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A)

Rep. Virginia Foxx's filing reports that a joint account purchased · $1,001 – $15,000

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Traded Sep 19, 2023Notified Oct 5, 2023Filed Oct 6, 202317 days to file
Owner: JointOriginal filing ↗
purchaseRep. Richard W. AllenGA-12

The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)

Rep. Richard W. Allen's filing reports that a spouse account purchased · $15,001 – $50,000

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Traded Aug 31, 2023Notified Sep 5, 2023Filed Sep 8, 20238 days to file
Owner: SpouseOriginal filing ↗
purchaseRep. Suzan K. DelBeneWA-01

D : Vested shares sold to separate trust not for the benefit of filer or spouse pursuant to forward contract dated 2/9/2022. JT Prince Georges CNTY MD Go Consolidated 5.00 % Due Jul 15, 2031

Rep. Suzan K. DelBene disclosed that the filer purchased · $15,001 – $50,000

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Traded Aug 28, 2023Notified Aug 28, 2023Filed Sep 11, 202314 days to file
Owner: FilerOriginal filing ↗
saleRep. Daniel GoldmanNY-10

S O : Daniel Goldman 1997 Trust > AWD, LLC > Breckinridge Capital Advisors, Inc. Hurst Euless Bedford Tex Indpt 5.000% Due 08-15-26

Rep. Daniel Goldman disclosed that the filer sold · $1,001 – $15,000

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Traded Jun 23, 2023Notified Jul 7, 2023Filed Jul 24, 202331 days to file
Owner: FilerOriginal filing ↗
purchaseRep. Richard W. AllenGA-12

S O : R.W. Allen & Associates, Inc. SP The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)

Rep. Richard W. Allen disclosed that the filer purchased · $15,001 – $50,000

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Reported date May 18, 2023Notified May 17, 2023Filed Jun 2, 2023Deadline indeterminateDate issue: notice precedes trade
Owner: FilerOriginal filing ↗