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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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102 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. Scott FranklinFL-18

$BRK.Bdifferent shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SP Berkshire Hathaway Inc. New Common Stock (BRK.B)

Rep. Scott Franklin disclosed that the filer purchased · $1,001 – $15,000

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Traded Aug 7, 2024Notified May 19, 2025Filed Jul 3, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
purchaseRep. Scott FranklinFL-18

$FBKWXcordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SP Fidelity Advisor Total Bond CL Z (FBKWX)

Rep. Scott Franklin disclosed that the filer purchased · $1,001 – $15,000

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Traded Aug 7, 2024Notified May 19, 2025Filed Jul 3, 2025Filed after 45 days
Owner: FilerOriginal filing ↗
saleRep. Rick LarsenWA-02

$TOTZFte 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance Total Energy Services Inc. Ordinary Share Trust Unit (TOTZF)

Rep. Rick Larsen disclosed that the filer sold · $1,001 – $15,000

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Reported date Jul 1, 2021Notified May 18, 2023Filed May 26, 2023Deadline indeterminateDate issue: trade year may be mistyped
Owner: FilerOriginal filing ↗
saleRep. Brad ShermanCA-30

iaries of that Trust. Under the terms of the trust, the filer is to receive approximately 1/5th of the total assets held by the trust on 1/1/22. This bond was transferred in full to another beneficiary outright on November 28. TIPS Bond (Treasury Inflation Protected Security)

Rep. Brad Sherman disclosed that the filer sold · $1,001 – $15,000

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Traded Nov 28, 2022Notified Nov 28, 2022Filed Dec 2, 20224 days to file
Owner: FilerOriginal filing ↗