Skip to main content

Our Elected PortfoliosTHE CONGRESSIONAL RESEARCH RECORD

Part of Our Elected MediaCivic database: OurElected.com Newsroom: OurElectedNews.com

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

443 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. Scott H. PetersCA-52

San Francisco CA City/Cnty VP

Government security or agency debt

Rep. Scott H. Peters's filing reports that a spouse account sold · $100,001 – $250,000

View transaction details →

Traded Feb 10, 2021Notified Feb 28, 2021Filed Mar 11, 202129 days to file

Owner: SpouseView original filing →

purchaseRep. Dean PhillipsMN-03

Citigroup Inc. Var Rt Perp Mat dtd 02/18/2021

Corporate bond or note

Rep. Dean Phillips disclosed that the filer purchased · $1,001 – $15,000

View transaction details →

Traded Feb 10, 2021Notified Mar 5, 2021Filed Mar 9, 202127 days to file

Owner: FilerView original filing →

Partial saleRep. Kathy ManningNC-06

$CFGCitizens Financial Group, Inc. (CFG)

Rep. Kathy Manning disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Jan 15, 2021Notified Feb 2, 2021Filed Feb 4, 202120 days to file

Owner: FilerView original filing →

purchaseRep. Donald Sternoff Honorable Beyer JrVA-08

New York N Y City 5.00% 05/01/34

Government security or agency debt · 5% coupon

Rep. Donald Sternoff Honorable Beyer Jr's filing reports that a joint account purchased · $15,001 – $50,000

View transaction details →

Traded Jan 13, 2021Notified Jan 28, 2021Filed Jan 31, 202118 days to file

Owner: JointView original filing →

Partial saleRep. Dean PhillipsMN-03

First Citizens bancshare PFD

Corporate bond or note

Rep. Dean Phillips disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Dec 29, 2020Notified Jan 7, 2021Filed Jan 9, 202111 days to file

Owner: FilerView original filing →

Partial saleRep. Dean PhillipsMN-03

Citizens Financial group, Inc. (CFg)

Rep. Dean Phillips disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Dec 18, 2020Notified Jan 7, 2021Filed Jan 9, 202122 days to file

Owner: FilerView original filing →

Partial saleRep. Dean PhillipsMN-03

$CTXSCitrix Systems, Inc. (CTXS)

Rep. Dean Phillips disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Dec 18, 2020Notified Jan 7, 2021Filed Jan 9, 202122 days to file

Owner: FilerView original filing →

Partial saleRep. Dean PhillipsMN-03

First Citizens bancshare PFD

Corporate bond or note

Rep. Dean Phillips disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Dec 16, 2020Notified Jan 7, 2021Filed Jan 9, 202124 days to file

Owner: FilerView original filing →

purchaseRep. Vern BuchananFL-16

New York City NY Tra 5% 11/01/29

Government security or agency debt · 5% coupon

Rep. Vern Buchanan disclosed that the filer purchased · $50,001 – $100,000

View transaction details →

Traded Dec 11, 2020Notified Jan 11, 2021Filed Jan 18, 202138 days to file

Owner: FilerView original filing →

Partial saleRep. Gilbert CisnerosCA-39

$PCTYPaylocity Holding Corporation (PCTY)

Rep. Gilbert Cisneros disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Nov 24, 2020Notified Dec 14, 2020Filed Dec 15, 202021 days to file

Owner: FilerView original filing →

Partial saleRep. Greg GianforteMT-00

$PCTYPaylocity Holding Corporation (PCTY)

Rep. Greg Gianforte's filing reports that a joint account partially sold · $1,001 – $15,000

View transaction details →

Traded Oct 13, 2020Notified Oct 19, 2020Filed Nov 9, 202027 days to file

Owner: JointView original filing →

saleRep. Scott H. PetersCA-52

San Francisco, CA City/Cty Impt

Government security or agency debt

Rep. Scott H. Peters's filing reports that a spouse account sold · $50,001 – $100,000

View transaction details →

Traded Oct 1, 2020Notified Oct 31, 2020Filed Nov 12, 202042 days to file

Owner: SpouseView original filing →

purchaseRep. Dean PhillipsMN-03

$CTXSCitrix Systems, Inc. (CTXS)

Rep. Dean Phillips disclosed that the filer purchased · $1,001 – $15,000

View transaction details →

Traded Sep 23, 2020Notified Oct 7, 2020Filed Oct 9, 202016 days to file

Owner: FilerView original filing →

purchaseRep. John CurtisUT-03

$CCitigroup, Inc. (C)

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

View transaction details →

Traded Aug 13, 2020Notified Aug 20, 2020Filed Aug 25, 202012 days to file

Owner: JointView original filing →

saleRep. Joe CourtneyCT-02

$CCitigroup, Inc. (C)

Rep. Joe Courtney's filing reports that a spouse account sold · $1,001 – $15,000

View transaction details →

Traded Aug 7, 2020Notified Aug 7, 2020Filed Aug 27, 202020 days to file

Owner: SpouseView original filing →

Partial saleRep. Gilbert CisnerosCA-39

$PCTYPaylocity Holding Corporation (PCTY)

Rep. Gilbert Cisneros disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Jul 17, 2020Notified Aug 19, 2020Filed Aug 19, 202033 days to file

Owner: FilerView original filing →

saleRep. Donald Sternoff Beyer JrVA-08

$CCitigroup, Inc. (C)

Rep. Donald Sternoff Beyer Jr's filing reports that a joint account sold · $15,001 – $50,000

View transaction details →

Traded Jul 14, 2020Notified Aug 1, 2020Filed Aug 9, 202026 days to file

Owner: JointView original filing →

purchaseRep. K. Michael ConawayTX-11

"CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP- 172967Kd2"

Rep. K. Michael Conaway disclosed that the filer purchased · $100,001 – $250,000

View transaction details →

Traded Jul 1, 2020Notified Jul 3, 2020Filed Sep 4, 2020Filed after 45 days

Owner: FilerView original filing →

purchaseRep. John A. YarmuthKY-03

$CCitigroup, Inc. (C)

Rep. John A. Yarmuth disclosed that the filer purchased · $1,001 – $15,000

View transaction details →

Traded May 29, 2020Notified Jun 5, 2020Filed Jul 1, 202033 days to file

Owner: FilerView original filing →

Partial saleRep. John A. YarmuthKY-03

$CCitigroup, Inc. (C)

Rep. John A. Yarmuth disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded May 29, 2020Notified Jun 5, 2020Filed Aug 11, 2021Filed after 45 days

Owner: FilerView original filing →

saleRep. Donald Sternoff Beyer JrVA-08

$CCitigroup, Inc. (C)

Rep. Donald Sternoff Beyer Jr's filing reports that a joint account sold · $1,001 – $15,000

View transaction details →

Traded May 7, 2020Notified May 31, 2020Filed May 31, 202024 days to file

Owner: JointView original filing →

saleRep. Donald Sternoff Beyer JrVA-08

$CCitigroup, Inc. (C)

Rep. Donald Sternoff Beyer Jr's filing reports that a joint account sold · $1,001 – $15,000

View transaction details →

Traded May 1, 2020Notified May 31, 2020Filed May 31, 202030 days to file

Owner: JointView original filing →

Partial saleRep. Gilbert CisnerosCA-39

$CCitigroup, Inc. (C)

Rep. Gilbert Cisneros disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Apr 29, 2020Notified May 8, 2020Filed May 13, 202014 days to file

Owner: FilerView original filing →

saleRep. Donald Sternoff Beyer JrVA-08

$CCitigroup, Inc. (C)

Rep. Donald Sternoff Beyer Jr's filing reports that a joint account sold · $1,001 – $15,000

View transaction details →

Traded Apr 27, 2020Notified May 6, 2020Filed May 9, 202012 days to file

Owner: JointView original filing →

purchaseRep. Vern BuchananFL-16

City of Ketchum ID 5% 09/15/29

Government security or agency debt · 5% coupon

Rep. Vern Buchanan disclosed that the filer purchased · $50,001 – $100,000

View transaction details →

Traded Apr 17, 2020Notified May 11, 2020Filed May 22, 202035 days to file

Owner: FilerView original filing →

purchaseRep. Dean PhillipsMN-03

Citrix systems, Inc. (CTXs)

Rep. Dean Phillips disclosed that the filer purchased · $1,001 – $15,000

View transaction details →

Traded Apr 2, 2020Notified May 6, 2020Filed May 7, 202035 days to file

Owner: FilerView original filing →

purchaseRep. Dean PhillipsMN-03

Citizens Financial group, Inc. (CFg)

Rep. Dean Phillips disclosed that the filer purchased · $1,001 – $15,000

View transaction details →

Traded Apr 2, 2020Notified May 6, 2020Filed May 7, 202035 days to file

Owner: FilerView original filing →

Partial saleRep. Dean PhillipsMN-03

$CCitigroup, Inc. (C)

Rep. Dean Phillips disclosed that the filer partially sold · $1,001 – $15,000

View transaction details →

Traded Apr 2, 2020Notified May 6, 2020Filed May 7, 202035 days to file

Owner: FilerView original filing →

saleRep. John A. YarmuthKY-03

$CCitigroup, Inc. (C)

Rep. John A. Yarmuth disclosed that the filer sold · $1,001 – $15,000

View transaction details →

Traded Mar 31, 2020Notified Apr 9, 2020Filed May 2, 202032 days to file

Owner: FilerView original filing →

purchaseRep. John A. YarmuthKY-03

$CCitigroup, Inc. (C)

Rep. John A. Yarmuth disclosed that the filer purchased · $1,001 – $15,000

View transaction details →

Traded Mar 31, 2020Notified Apr 9, 2020Filed Aug 11, 2021Filed after 45 days

Owner: FilerView original filing →