Kayne Anderson Sm Quality Val
Rep. Earl Leroy Carter disclosed that the filer partially sold · $100,001 – $250,000
View transaction details →Traded May 1, 2023Notified May 8, 2023Filed May 9, 20238 days to file
Owner: FilerView original filing →
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
HouseChamber
As filedAmounts
12,138 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.
Sterling Capital Mgt Mid Val
Rep. Earl Leroy Carter disclosed that the filer partially sold · $100,001 – $250,000
View transaction details →Traded May 1, 2023Notified May 8, 2023Filed May 9, 20238 days to file
Owner: FilerView original filing →
Eaton Vance Large Value
Rep. Earl Leroy Carter disclosed that the filer partially sold · $100,001 – $250,000
View transaction details →Traded May 1, 2023Notified May 8, 2023Filed May 9, 20238 days to file
Owner: FilerView original filing →
Winslow Large Cap Growth
Rep. Earl Leroy Carter disclosed that the filer partially sold · $100,001 – $250,000
View transaction details →Traded May 1, 2023Notified May 8, 2023Filed Jun 12, 2024Filed after 45 days
Owner: FilerView original filing →
$PKGPackaging Corporation of America (PKG)
Rep. Kathy Manning's filing reports that a spouse account purchased · $1,001 – $15,000
View transaction details →Traded Apr 28, 2023Notified May 2, 2023Filed May 19, 202321 days to file
Owner: SpouseView original filing →
$CATCaterpillar, Inc. (CAT)
Rep. Kathy Manning disclosed that the filer partially sold · $1,001 – $15,000
View transaction details →Traded Apr 28, 2023Notified May 2, 2023Filed May 19, 202321 days to file
Owner: FilerView original filing →
$PKGPackaging Corporation of America (PKG)
Rep. Kathy Manning disclosed that the filer purchased · $1,001 – $15,000
View transaction details →Traded Apr 28, 2023Notified May 2, 2023Filed May 19, 202321 days to file
Owner: FilerView original filing →
$COFCapital One Financial Corporation (COF)
Rep. Josh Gottheimer's filing reports that a joint account partially sold · $1,001 – $15,000
View transaction details →Traded Apr 27, 2023Notified May 3, 2023Filed May 19, 202322 days to file
Owner: JointView original filing →
$CATCaterpillar, Inc. (CAT)
Rep. John Curtis's filing reports that a joint account partially sold · $1,001 – $15,000
View transaction details →Traded Apr 26, 2023Notified May 2, 2023Filed May 10, 202314 days to file
Owner: JointView original filing →
$MAMastercard Incorporated (MA)
Rep. John Curtis's filing reports that a joint account partially sold · $1,001 – $15,000
View transaction details →Traded Apr 26, 2023Notified May 2, 2023Filed May 10, 202314 days to file
Owner: JointView original filing →
$GOOGAlphabet Inc. - Class C Capital Stock (GOOG)
Rep. Josh Gottheimer's filing reports that a joint account purchased · $1,001 – $15,000
View transaction details →Traded Apr 24, 2023Notified May 3, 2023Filed May 19, 202325 days to file
Owner: JointView original filing →
$CMCSAComcast Corporation - Class A (CMCSA)
Rep. Scott Franklin disclosed that the filer purchased · $50,001 – $100,000
View transaction details →Traded Apr 19, 2023Notified Apr 24, 2023Filed May 23, 202334 days to file
Owner: FilerView original filing →
$IJRiShares Core S&P Small-Cap ETF (IJR)
Rep. Scott Franklin's filing reports that a joint account partially sold · $1,001 – $15,000
View transaction details →Traded Apr 19, 2023Notified Apr 24, 2023Filed May 23, 202334 days to file
Owner: JointView original filing →
$CMCSAComcast Corporation - Class A (CMCSA)
Rep. Scott Franklin disclosed that the filer purchased · $1,001 – $15,000
View transaction details →Traded Apr 19, 2023Notified Apr 24, 2023Filed May 23, 202334 days to file
Owner: FilerView original filing →
N J ENV INFRASTRUCTURE TR REV 4% 09/01/27-CA MS
Government security or agency debt · 4% coupon
Rep. Daniel Goldman disclosed that the filer sold · $500,001 – $1,000,000
View transaction details →Traded Apr 19, 2023Notified May 3, 2023Filed May 19, 202330 days to file
Owner: FilerView original filing →
$CCICrown Castle Inc. (CCI)
Rep. Josh Gottheimer's filing reports that a joint account purchased · $1,001 – $15,000
View transaction details →Traded Apr 17, 2023Notified May 3, 2023Filed May 19, 202332 days to file
Owner: JointView original filing →
$COFCapital One Financial Corporation (COF)
Rep. Daniel Goldman disclosed that the filer partially sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$MOHMolina Healthcare Inc (MOH)
Rep. Daniel Goldman disclosed that the filer purchased · $15,001 – $50,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$VACMarriott Vacations Worldwide Corporation (VAC)
Rep. Daniel Goldman disclosed that the filer sold · $15,001 – $50,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$MAMastercard Incorporated (MA)
Rep. Josh Gottheimer's filing reports that a joint account partially sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: JointView original filing →
$SBRASabra Health Care REIT, Inc. (SBRA)
Rep. Daniel Goldman disclosed that the filer sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$AATAmerican Assets Trust, Inc. (AAT)
Rep. Daniel Goldman disclosed that the filer sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$AMTAmerican Tower Corporation (AMT)
Rep. Daniel Goldman disclosed that the filer purchased · $15,001 – $50,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$CAGConAgra Brands, Inc. (CAG)
Rep. Daniel Goldman disclosed that the filer partially sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$CADECadence Bank (CADE)
Rep. Daniel Goldman disclosed that the filer purchased · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$CATCaterpillar, Inc. (CAT)
Rep. Daniel Goldman disclosed that the filer partially sold · $15,001 – $50,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$SBACSBA Communications Corporation - Class A (SBAC)
Rep. Daniel Goldman disclosed that the filer purchased · $15,001 – $50,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$MDGLMadrigal Pharmaceuticals, Inc. (MDGL)
Rep. Daniel Goldman disclosed that the filer sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$RITMRithm Capital Corp. (RITM)
Rep. Daniel Goldman disclosed that the filer sold · $1,001 – $15,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →
$ZSZscaler, Inc. (ZS)
Rep. Daniel Goldman disclosed that the filer sold · $15,001 – $50,000
View transaction details →Traded Apr 10, 2023Notified May 3, 2023Filed May 19, 202339 days to file
Owner: FilerView original filing →