stock_trades
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
134 rows where chamber = "Senate" and transaction_type = "Exchange" sorted by transaction_date descending
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Suggested facets: member_name, bioguide_id, cik, asset_type, amount_range, owner, transaction_date (date)
| id | member_name | bioguide_id | chamber | transaction_date ▲ | disclosure_date | ticker | cik | asset_description | asset_type | transaction_type | amount_range | owner | comment | source_url | filing_type | state_district | doc_id |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1351 | John W Hickenlooper | H000273 | Senate | 2024-09-09 | LSXMKSIRI | Liberty Media Corporation - Series C Liberty Siriu (Exchanged)Sirius XM Holdings Inc. - Common Stock (Received) | Stock | Exchange | $100,001 - $250,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/7d47ef37-89f5-4649-ac7d-739741be9148/ | P | |||||
| 636 | William F Hagerty, IV | H000601 | Senate | 2024-07-22 | ETRNEQT | Equitrans Midstream Corp (Exchanged)Eqt Corp (Received) | Stock | Exchange | $15,001 - $50,000 | Self | While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2024 annual report that was previously named ETRN. | https://efdsearch.senate.gov/search/view/ptr/f60cfac8-0389-4a5e-8619-095312492adc/ | P | ||||
| 2134 | Thomas R Carper | C000174 | Senate | 2023-12-21 | --TAC | TRSWF - TransAlta Renewables Inc (Exchanged)Transalta Corp (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/da48ee62-8b92-4e12-86d5-1fcf549e700e/ | P | |||||
| 1446 | William F Hagerty, IV | H000601 | Senate | 2023-11-06 | CEQPET | Crestwood Equity Partners LP (Exchanged)Energy Transfer LP (Received) | Stock | Exchange | $50,001 - $100,000 | Self | While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2023 annual report that was previously named CEQP. | https://efdsearch.senate.gov/search/view/ptr/f0ddb350-3763-4bc9-8d9f-6c0d8885396d/ | P | ||||
| 2571 | Sheldon Whitehouse | W000802 | Senate | 2023-08-24 | JNJKVUE | Johnson & Johnson Common Stock (Exchanged)Kenvue Inc. Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/d798a094-353b-4186-aa90-8122dd5960d1/ | P | |||||
| 2572 | Sheldon Whitehouse | W000802 | Senate | 2023-08-24 | JNJKVUE | Johnson & Johnson Common Stock (Exchanged)Kenvue Inc. Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/d798a094-353b-4186-aa90-8122dd5960d1/ | P | |||||
| 3327 | Jacklyn S Rosen | R000608 | Senate | 2023-01-03 | GEGEHC | General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Self | Underlying asset of IRA Rollover #1 | https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ | P | ||||
| 3328 | Jacklyn S Rosen | R000608 | Senate | 2023-01-03 | GEGEHC | General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #7 | https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ | P | ||||
| 3329 | Jacklyn S Rosen | R000608 | Senate | 2023-01-03 | GEGEHC | General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #3 | https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ | P | ||||
| 3330 | Jacklyn S Rosen | R000608 | Senate | 2023-01-03 | GEGEHC | General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #5 | https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ | P | ||||
| 3693 | Gary C Peters | P000595 | Senate | 2022-07-20 | --HR | HEALTHCARE REALTY TR INC (Exchanged)Healthcare Realty Trust Incorporated Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/a2d04863-1aae-4d0d-9147-1de6d28f6be4/ | P | |||||
| 3828 | Sheldon Whitehouse | W000802 | Senate | 2022-04-11 | TWBD | AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | AT&T spun-off Warner Bros Discovery | https://efdsearch.senate.gov/search/view/ptr/f8a77a14-e152-4e88-ac79-ccf069b7a356/ | P | ||||
| 3829 | Sheldon Whitehouse | W000802 | Senate | 2022-04-11 | TWBD | AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1,001 - $15,000 | Self | AT&T spun off Warner Bros Discovery stock | https://efdsearch.senate.gov/search/view/ptr/f8a77a14-e152-4e88-ac79-ccf069b7a356/ | P | ||||
| 3854 | Gary C Peters | P000595 | Senate | 2022-04-08 | --WBD | WarnerMedia Spinco (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/f2d4cf6d-210e-4e00-a176-83879439cae0/ | P | |||||
| 3871 | Jacklyn S Rosen | R000608 | Senate | 2022-04-08 | TWBD | AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #7 | https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ | P | ||||
| 3872 | Jacklyn S Rosen | R000608 | Senate | 2022-04-08 | TWBD | AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #5 | https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ | P | ||||
| 3873 | Jacklyn S Rosen | R000608 | Senate | 2022-04-08 | TWBD | AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #3 | https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ | P | ||||
| 3874 | Jacklyn S Rosen | R000608 | Senate | 2022-04-01 | BDXEMBC | Becton, Dickinson and Company Common Stock (Exchanged)Embecta Corp. - Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Underlying asset of Brokerage #7 | https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ | P | ||||
| 4226 | John R Thune | T000250 | Senate | 2021-12-16 | --IRT | Steadfast Income REIT (Exchanged)Independence Realty Trust, Inc. Common Stock (Received) | Stock | Exchange | $15,001 - $50,000 | Self | https://efdsearch.senate.gov/search/view/ptr/ef1c990c-0eda-434f-ab4d-987550fa9738/ | P | |||||
| 4303 | Jacklyn S Rosen | R000608 | Senate | 2021-11-01 | DELLVMW | Dell Technologies Inc. Class C Common Stock (Exchanged)Vmware, Inc. Common stock, Class A (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/50849906-5dd4-4cc2-8d1f-9252ea0000bf/ | P | |||||
| 3842 | Tina Smith | S001203 | Senate | 2021-06-09 | TCFHBAN | TCF Financial Corporation - Common Stock (Exchanged)Huntington Bancshares Incorporated - Common Stock (Received) | Stock | Exchange | $100,001 - $250,000 | Spouse | This exchange was an automatic action applied to all TCF investors, and not initiated by the stock holder. | https://efdsearch.senate.gov/search/view/ptr/1d3a7fe5-fb35-4229-8ec2-f2caac84bb02/ | P | ||||
| 4680 | John W Hickenlooper | H000273 | Senate | 2021-06-02 | MRKOGN | Merck & Co., Inc. (Exchanged)Organon & Co. (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/4fc6484d-a9d0-4646-a418-beab49148783/ | P | |||||
| 4711 | William F Hagerty, IV | H000601 | Senate | 2021-05-17 | FL4.SGTDY | FLIR SYSTEMS INC. Registered Sh (Exchanged)Teledyne Technologies Incorporated (Received) | Stock | Exchange | $15,001 - $50,000 | Self | FLIR Systems Merger With Teledyne Asset Held in Roundstone Ventures, LLC | https://efdsearch.senate.gov/search/view/ptr/32274587-17b3-4a09-ade9-99b7dc0436ba/ | P | ||||
| 5216 | Gary C Peters | P000595 | Senate | 2021-03-22 | OAKTREE STRATEGIC INCOME CORP (Exchanged)OAKTREE SPECIALTY LENDING CORP (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/084b183f-b04b-4d5d-98d4-3c3768a099ab/ | P | ||||||
| 3870 | Thomas R Carper | C000174 | Senate | 2021-02-05 | DDIFF | DuPont de Nemours, Inc. (Exchanged)International Flavors & Fragrances Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/7fe3d995-edac-445a-b57b-fe4d67504e8a/ | P | |||||
| 5262 | Thomas R Carper | C000174 | Senate | 2021-02-05 | DDIFF | DuPont de Nemours, Inc. (Exchanged)International Flavors & Fragrances Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/32f5972d-f18a-4bd7-be67-4a856a5b9ff7/ | P | |||||
| 4420 | Patrick J Toomey | T000461 | Senate | 2021-01-16 | Fitso (Exchanged)Zomato (Received)Company:Zomato (Gurugam, India)Description:Zomato is a multinational online food delivery technology company. | Non-Public Stock | Exchange | $1,001 - $15,000 | Joint | Exchange of stock due to merger. Asset is underlying investment of SRI Capital Fund I, LP, venture capital fund that Sen & Mrs Toomey have interest in | https://efdsearch.senate.gov/search/view/ptr/4ae9501c-7657-4472-b2f1-3a7179219dbd/ | P | |||||
| 5389 | Patrick J Toomey | T000461 | Senate | 2020-12-15 | AIVAIRC | Apartment Investment and Management Company (Exchanged)Apartment Income REIT Corp. (Received) | Stock | Exchange | $15,001 - $50,000 | Self | Exchange of stock due to partial corporate spin-off and renaming. | https://efdsearch.senate.gov/search/view/ptr/e7497c89-fd35-45a2-9293-9a2ba89acff6/ | P | ||||
| 5390 | Patrick J Toomey | T000461 | Senate | 2020-12-08 | NTRPSNPX | Neurotrope, Inc. (Exchanged)Synaptogenix (Received) | Stock | Exchange | $1,001 - $15,000 | Self | Exchange of stock due to corporate spin-off of the legacy assets and liabilities of NTRP not merged into PTPI. | https://efdsearch.senate.gov/search/view/ptr/e7497c89-fd35-45a2-9293-9a2ba89acff6/ | P | ||||
| 5391 | Patrick J Toomey | T000461 | Senate | 2020-12-02 | NTRPPTPI | Neurotrope, Inc. (Exchanged)Petros Pharmaceuticals, Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Self | Exchange of stock due to corporate merger. | https://efdsearch.senate.gov/search/view/ptr/e7497c89-fd35-45a2-9293-9a2ba89acff6/ | P | ||||
| 5398 | Jacklyn S Rosen | R000608 | Senate | 2020-11-17 | PFEVTRS | Pfizer Inc. (Exchanged)Viatris Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/3152e433-26a5-4926-80af-3bb78ea21833/ | P | |||||
| 4490 | Sheldon Whitehouse | W000802 | Senate | 2020-10-09 | FTVVNT | Fortive Corporation (Exchanged)Vontier Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/267d588f-a44e-46c0-8654-9b6396851c34/ | P | |||||
| 5498 | Sheldon Whitehouse | W000802 | Senate | 2020-10-09 | FTVVNT | Fortive Corporation (Exchanged)Vontier Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/d95fd568-e9c2-4715-b405-88c2758b44cc/ | P | |||||
| 5559 | Rick Scott | S001217 | Senate | 2020-08-27 | Ysleta Texas Independent School District Ref Bond (Exchanged)Ysleta Texas Independent School District Ref Bond (Received)Rate/Coupon:4.0%Matures:08/15/2031 | Municipal Security | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/39701819-7165-4d51-a3d0-47ba61e239d6/ | P | ||||||
| 5561 | Rick Scott | S001217 | Senate | 2020-08-27 | Ysleta Texas Independent School District Ref Bond (Exchanged)Ysleta Texas Independent School District Ref Bond (Received)Rate/Coupon:4.0%Matures:08/15/2031 | Municipal Security | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/39701819-7165-4d51-a3d0-47ba61e239d6/ | P | ||||||
| 5560 | Rick Scott | S001217 | Senate | 2020-08-26 | Ysleta Texas Independent School District Ref Bond (Exchanged)Ysleta Texas Independent School District Ref Bond (Received)Rate/Coupon:4.0%Matures:08/15/2031 | Municipal Security | Exchange | $500,001 - $1,000,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/39701819-7165-4d51-a3d0-47ba61e239d6/ | P | ||||||
| 5562 | Rick Scott | S001217 | Senate | 2020-08-26 | Ysleta Texas Independent School District Ref Bond (Exchanged)Ysleta Texas Independent School District Ref Bond (Received)Rate/Coupon:4.0%Matures:08/15/2031 | Municipal Security | Exchange | $250,001 - $500,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/39701819-7165-4d51-a3d0-47ba61e239d6/ | P | ||||||
| 6016 | Sheldon Whitehouse | W000802 | Senate | 2020-04-07 | UTXCARR | Raytheon Technologies Corporation (Exchanged)Carrier Global Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Due to standing separation agreement with financial advisor, Senator first notified of activity 5/26/20 in compliance with Senate disclosure process. | https://efdsearch.senate.gov/search/view/ptr/bc032824-ed4b-4468-80c2-a6beaada0366/ | P | ||||
| 6017 | Sheldon Whitehouse | W000802 | Senate | 2020-04-07 | UTXOTIS | Raytheon Technologies Corporation (Exchanged)Otis Worldwide Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Due to standing separation agreement with financial advisor, Senator first notified of activity 5/26/20 in compliance with Senate disclosure process. | https://efdsearch.senate.gov/search/view/ptr/bc032824-ed4b-4468-80c2-a6beaada0366/ | P | ||||
| 6018 | Sheldon Whitehouse | W000802 | Senate | 2020-04-07 | UTXCARR | Raytheon Technologies Corporation (Exchanged)Carrier Global Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Self | Due to standing separation agreement with financial advisor, Senator first notified of activity 5/26/20 in compliance with Senate disclosure process. | https://efdsearch.senate.gov/search/view/ptr/bc032824-ed4b-4468-80c2-a6beaada0366/ | P | ||||
| 6019 | Sheldon Whitehouse | W000802 | Senate | 2020-04-07 | UTXOTIS | Raytheon Technologies Corporation (Exchanged)Otis Worldwide Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Self | Due to standing separation agreement with financial advisor, Senator first notified of activity 5/26/20 in compliance with Senate disclosure process. | https://efdsearch.senate.gov/search/view/ptr/bc032824-ed4b-4468-80c2-a6beaada0366/ | P | ||||
| 6035 | Shelley M Capito | C001047 | Senate | 2020-04-07 | --RTN | United Technologies Corp. (Exchanged)Raytheon Company (Received) | Stock | Exchange | $15,001 - $50,000 | Spouse | Exchange of securities of United Technologies Corp - Raytheon Technologies Corp. stock received | https://efdsearch.senate.gov/search/view/ptr/586556d6-f408-4f10-a3a5-e45ea07e23c7/ | P | ||||
| 3859 | Thomas R Carper | C000174 | Senate | 2020-04-03 | --RTX | UTX (Exchanged)Raytheon Technologies Corporation Common Stock (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/f62896e5-30fb-412e-98b0-2fd1232c7a9b/ | P | |||||
| 3860 | Thomas R Carper | C000174 | Senate | 2020-04-03 | RTN (Exchanged)UTX (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/f62896e5-30fb-412e-98b0-2fd1232c7a9b/ | P | ||||||
| 6014 | Sheldon Whitehouse | W000802 | Senate | 2020-04-03 | RTNUTX | Raytheon Company (Exchanged)Raytheon Technologies Corporation (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | Post merger UTX changed it's name from United Technologies Corporation to Raytheon Technologies Corporation // Due to standing separation agreement with financial advisor, Senator first notified of activity 5/26/20 in compliance with Senate disclosure process. | https://efdsearch.senate.gov/search/view/ptr/bc032824-ed4b-4468-80c2-a6beaada0366/ | P | ||||
| 6015 | Sheldon Whitehouse | W000802 | Senate | 2020-04-03 | --RTX | UTX - United Technologies Corporation (Exchanged)Raytheon Technologies Corporation (Received) | Stock | Exchange | $15,001 - $50,000 | Self | Due to standing separation agreement with financial advisor, Senator first notified of activity 5/26/20 in compliance with Senate disclosure process. | https://efdsearch.senate.gov/search/view/ptr/bc032824-ed4b-4468-80c2-a6beaada0366/ | P | ||||
| 6596 | Kelly Loeffler | L000594 | Senate | 2020-04-03 | RTNRTX | Raytheon Company (Exchanged)Raytheon Technologies Corporation (Received) | Stock | Exchange | $100,001 - $250,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/2b47d301-0318-4604-bd14-a0b9c1b8437f/ | P | |||||
| 6637 | Gary C Peters | P000595 | Senate | 2020-04-03 | UNTD TECHNOLOGIES CORP COMMON STOCK (UTC) (Exchanged)RAYTHEON TECHNOLOGIES STOCK (RTX) (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/39da51c8-cf62-43bc-847f-6cf679e0e831/ | P | ||||||
| 4731 | Jerry Moran, | M000934 | Senate | 2020-04-01 | VZTMUS | Verizon Communications Inc. (Exchanged)T-Mobile US, Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Exchange occurred as a result of the Sprint/T-Mobile merger. | https://efdsearch.senate.gov/search/view/ptr/121df9b4-2fea-46d1-8090-10cf701ddb38/ | P | ||||
| 6650 | Sheldon Whitehouse | W000802 | Senate | 2020-03-04 | INGERSOLL RAND PLC SHARES (Exchanged)TRANE TECHNOLOGIES PLC (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/469d1b8f-262c-4cdc-9052-2f76ce33c2bc/ | P | ||||||
| 6651 | Sheldon Whitehouse | W000802 | Senate | 2020-03-04 | INGERSOLL RAND PLC SHS (Exchanged)TRANE TECHNOLOGIES PLC (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/469d1b8f-262c-4cdc-9052-2f76ce33c2bc/ | P | ||||||
| 6878 | Jacklyn S Rosen | R000608 | Senate | 2020-02-29 | IR | 1699150 | Ingersoll Rand Inc. (Exchanged)GDI - Ingersoll Rand Plc (f/k/a Gardner Denver Holdings, Inc.) (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | On 3/4/2020 Ingersoll Rand PLC (GDI) changed it's name to Trane Technologies PLC F (TT) | https://efdsearch.senate.gov/search/view/ptr/f4436e12-3cdf-40d0-93f0-54bb12635f8b/ | P | |||
| 7102 | Gary C Peters | P000595 | Senate | 2019-12-31 | WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 (Exchanged)WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 CALLABLE-NEXT PRICING CALL 12/01/2024 (Received)Rate/Coupon:3.125%Matures:12/01/2029 | Municipal Security | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/f330078d-ccbe-46f5-9764-376f7b421236/ | P | ||||||
| 7103 | Gary C Peters | P000595 | Senate | 2019-12-31 | WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 (Exchanged)WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 PREREFUNDED 12/01/2024 (Received)Rate/Coupon:3.125%Matures:12/01/2029 | Municipal Security | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/f330078d-ccbe-46f5-9764-376f7b421236/ | P | ||||||
| 7101 | Shelley M Capito | C001047 | Senate | 2019-12-09 | --TFC | BBT (Exchanged)Truist Financial Corporation (Received) | Stock | Exchange | $100,001 - $250,000 | Self | https://efdsearch.senate.gov/search/view/ptr/8f0bb966-3361-457d-85e7-f3033e3ee265/ | P | |||||
| 7104 | David A Perdue , Jr | P000612 | Senate | 2019-12-09 | --VIAC | CBS (Exchanged)ViacomCBS Inc. (Received) | Stock | Exchange | $100,001 - $250,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/cac640d3-ddc1-4874-bf2b-352f3bec35ac/ | P | |||||
| 7119 | David A Perdue , Jr | P000612 | Senate | 2019-12-09 | BBT.F - BB&T CORP F PERPTL PFD (Exchanged)TFC.F - TRUIST FINL CORP F PFD (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/a78c3a39-385a-40e2-8062-c429eb485393/ | P | ||||||
| 7169 | Gary C Peters | P000595 | Senate | 2019-12-06 | --TFC | BB&T CORP (Exchanged)Truist Financial Corporation (Received) | Stock | Exchange | $15,001 - $50,000 | Self | https://efdsearch.senate.gov/search/view/ptr/b4f5da30-40c3-4b8c-a01b-91c5ec512773/ | P | |||||
| 5723 | Thomas R Carper | C000174 | Senate | 2019-12-05 | --LGI | LOR Lazard World Dividend and Income Fund (Exchanged)Lazard Global Total Return and Income Fund, Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/1fddad5d-761e-48ac-8289-a7d72735d85f/ | P | |||||
| 7435 | Gary C Peters | P000595 | Senate | 2019-08-29 | VICTORIA TEX INDPT SCH DIST ULTD TAX REF BDS 2016 (Exchanged)VICTORIA TEX INDPT SCH DIST UNREFUNDED BALANCE-REF (Received)Rate/Coupon:3.125%Matures:02/15/2038 | Municipal Security | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/bc5764cd-d819-4508-bfda-8b3931bcfeb6/ | P | ||||||
| 7436 | Gary C Peters | P000595 | Senate | 2019-08-29 | VICTORIA TEX INDPT SCH DIST ULTD TAX REF BDS 2016 (Exchanged)VICTORIA TEX INDPT SCH DIST PREREFUNDED-REF (Received)Rate/Coupon:3.125%Matures:02/15/2038 | Municipal Security | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/bc5764cd-d819-4508-bfda-8b3931bcfeb6/ | P | ||||||
| 7542 | David A Perdue , Jr | P000612 | Senate | 2019-07-30 | ANDXMPLX | Andeavor Logistics LP (Exchanged)MPLX LP (Received) | Stock | Exchange | $50,001 - $100,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/300d9599-4ab7-4403-a615-c08a033aa6f4/ | P | |||||
| 7648 | Jacklyn S Rosen | R000608 | Senate | 2019-05-23 | VFCKTB | V.F. Corporation (Exchanged)Kontoor Brands, Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/f9713429-c28a-4e22-bdb8-f5e182c364ed/ | P | |||||
| 7885 | Jacklyn S Rosen | R000608 | Senate | 2019-04-08 | NVSALC | Novartis AG (Exchanged)Alcon Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | Alcon Inc. (ALC) shares received in exchange for Novartis AG (NVS) shares as a result of spin-off. | https://efdsearch.senate.gov/search/view/ptr/8a349af4-cf50-4c02-8451-01b0082cbb2f/ | P | ||||
| 8190 | David A Perdue , Jr | P000612 | Senate | 2019-03-20 | --DIS | 21st Century Fox Class B (Exchanged)The Walt Disney Company (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/0e5d9b1e-2b51-42b9-9ead-f05d117260a8/ | P | |||||
| 8191 | David A Perdue , Jr | P000612 | Senate | 2019-03-20 | --DIS | 21st Century Fox Class A (Exchanged)The Walt Disney Company (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/0e5d9b1e-2b51-42b9-9ead-f05d117260a8/ | P | |||||
| 8201 | David A Perdue , Jr | P000612 | Senate | 2019-03-13 | --AM | Antero Midstream Partners, LP (Exchanged)Antero Midstream Corporation (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/0e5d9b1e-2b51-42b9-9ead-f05d117260a8/ | P | |||||
| 8305 | David A Perdue , Jr | P000612 | Senate | 2019-02-27 | --WGP | Western Gas Partners (Exchanged)Western Midstream Partners, LP (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | Following this merger, Western Midstream Partners - WGP changed its name to Western Midstream Operating - WES which is now the asset that the Senator owns. | https://efdsearch.senate.gov/search/view/ptr/27190d45-df1c-4988-a69a-3281d4ad02e5/ | P | ||||
| 8253 | Shelley M Capito | C001047 | Senate | 2019-02-01 | ANCXUBSH | Access National Corporation (Exchanged)Union Bankshares Corporation (Received) | Stock | Exchange | $1,001 - $15,000 | Self | Merger - stock of Access National Corporation exchanged for Union Bankshares Corporation | https://efdsearch.senate.gov/search/view/ptr/ba7619a6-3af0-42b2-9740-a1ae1f9f2083/ | P | ||||
| 8608 | Sheldon Whitehouse | W000802 | Senate | 2018-11-29 | AETCVS | Aetna Inc. (Exchanged)CVS Health Corporation (Received) | Stock | Exchange | $15,001 - $50,000 | Self | https://efdsearch.senate.gov/search/view/ptr/42c3e250-98cf-4607-b102-1d53e2d68114/ | P | |||||
| 8622 | Shelley M Capito | C001047 | Senate | 2018-10-31 | LINPX | Linde plc (Exchanged)Praxair, Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | Praxair, Inc. exchanged for Linde PLC (received) 10/31/18 | https://efdsearch.senate.gov/search/view/ptr/b34c6735-9a2f-427d-811b-f4cbeff9e676/ | P | ||||
| 8727 | Susan M Collins | C001035 | Senate | 2018-10-31 | PXLIN | Praxair, Inc. (Exchanged)Linde plc (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | LIN acquired from PX due to mandatory stock merger. | https://efdsearch.senate.gov/search/view/ptr/cc72eaf0-41e8-4ca1-9439-46e5d7b8a3dc/ | P | ||||
| 8731 | Shelley M Capito | C001047 | Senate | 2018-10-31 | PXLIN | Praxair, Inc. (Exchanged)Linde plc (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/5ab9ecbc-bc7c-463c-8395-ae66f226b026/ | P | |||||
| 7262 | Patrick J Toomey | T000461 | Senate | 2018-10-19 | ETPET | Energy Transfer Partners, L.P. (Exchanged)Energy Transfer LP (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/3dd9dbd6-91d8-4e1e-ad52-9193a3ae0d30/ | P | |||||
| 7485 | Patrick J Toomey | T000461 | Senate | 2018-10-19 | ETETP | Energy Transfer LP (Exchanged)Energy Transfer Partners, L.P. (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/80a7c16c-49b9-4b5a-aede-1acb63995cd4/ | P | |||||
| 7486 | Patrick J Toomey | T000461 | Senate | 2018-10-19 | ETPET | Energy Transfer Partners, L.P. (Exchanged)Energy Transfer LP (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/80a7c16c-49b9-4b5a-aede-1acb63995cd4/ | P | |||||
| 8741 | David A Perdue , Jr | P000612 | Senate | 2018-10-19 | ETPET | Energy Transfer Partners, L.P. (Exchanged)Energy Transfer LP (Received) | Stock | Exchange | $50,001 - $100,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/32bb45d0-bd8d-4f3c-9003-69e577c4e6ae/ | P | |||||
| 7187 | John N Kennedy | K000107 | Senate | 2018-10-09 | CVG (Exchanged)SNX (Received) | Stock | Exchange | $1,001 - $15,000 | Self | https://efdsearch.senate.gov/search/view/ptr/e9f2d5d8-0d9f-4894-ac58-55e9afdea159/ | P | ||||||
| 8973 | David A Perdue , Jr | P000612 | Senate | 2018-08-10 | WPZWMB | Williams Partners L.P. (Exchanged)The Williams Companies, Inc. (Received) | Stock | Exchange | $50,001 - $100,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/1446099f-87a3-4c3c-a875-d2761b013d35/ | P | |||||
| 9162 | David A Perdue , Jr | P000612 | Senate | 2018-06-15 | TWXT | Time Warner Inc. (Exchanged)AT&T Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/e842308f-a07d-4885-be7e-b2a516dafe69/ | P | |||||
| 10109 | Michael F Bennet | B001267 | Senate | 2017-11-01 | LVLTCTL | Level 3 Communications, Inc. (Exchanged)CenturyLink, Inc. (Received) | Stock | Exchange | $50,001 - $100,000 | Self | Shares of CTL received as a result of merger. | https://efdsearch.senate.gov/search/view/ptr/cd2add48-f2bc-42bc-acbd-d8f7b502eae1/ | P | ||||
| 9036 | Ladda Tammy Duckworth | D000622 | Senate | 2017-09-01 | --DWDP | DD - E I duPont de Nemours & Co (Exchanged)DowDuPont Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/f9682c59-79d8-4b7a-beef-06ddcfa09624/ | P | |||||
| 9389 | Gary C Peters | P000595 | Senate | 2017-09-01 | --DWDP | DD - DU PONT DE NEMOURS (Exchanged)DowDuPont Inc. (Received) | Stock | Exchange | $15,001 - $50,000 | Self | https://efdsearch.senate.gov/search/view/ptr/a4f2d467-8303-4dac-98fb-b88b61e6a360/ | P | |||||
| 9390 | Gary C Peters | P000595 | Senate | 2017-09-01 | --DWDP | DOW - DOW CHEMICAL (Exchanged)DowDuPont Inc. (Received) | Stock | Exchange | $15,001 - $50,000 | Self | https://efdsearch.senate.gov/search/view/ptr/a4f2d467-8303-4dac-98fb-b88b61e6a360/ | P | |||||
| 10196 | David A Perdue , Jr | P000612 | Senate | 2017-09-01 | DD-PADWDP | E. I. du Pont de Nemours and Company (Exchanged)DowDuPont Inc. (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | This transaction was filed on October 2 but was re-filed with the new system | https://efdsearch.senate.gov/search/view/ptr/d210797a-cc90-4c49-8372-8db2595c08e5/ | P | ||||
| 10510 | David A Perdue , Jr | P000612 | Senate | 2017-09-01 | DWDP | DowDuPont Inc. | Stock | Exchange | $15,001 - $50,000 | Joint | Senator Perdue's shares in E.I. Du Pont De Nemours were exchanged for DowDuPont shares. | https://efdsearch.senate.gov/search/view/ptr/b9b478b7-7080-4453-be93-9b82f6e4a88f/ | P | ||||
| 10580 | Sheldon Whitehouse | W000802 | Senate | 2017-08-07 | BHF | 1685040 | Brighthouse Financial, Inc. | Stock | Exchange | $1,001 - $15,000 | Joint | Shares received in spin off with MetLife (MET) on 8/7/17. | https://efdsearch.senate.gov/search/view/ptr/bb5e855a-e130-45b5-89da-f9d64954a56e/ | P | |||
| 9197 | David A Perdue , Jr | P000612 | Senate | 2017-07-03 | --OKE | ONEOK PARTNERS (Exchanged)ONEOK, Inc. (Received) | Stock | Exchange | $15,001 - $50,000 | Joint | https://efdsearch.senate.gov/search/view/ptr/e842308f-a07d-4885-be7e-b2a516dafe69/ | P | |||||
| 9404 | Shelley M Capito | C001047 | Senate | 2017-04-20 | --PTEN | Seventy Seven Energy, Inc (Exchanged)Patterson-UTI Energy, Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | Seventy Seven Energy, inc was merged into Patterson-UTI Energy on April 20, 2017 | https://efdsearch.senate.gov/search/view/ptr/27dda4bd-c665-48e0-be5c-e1c3cb0f78db/ | P | ||||
| 10442 | Shelley M Capito | C001047 | Senate | 2017-04-04 | ANCX | Access National Corporation | Stock | Exchange | $1,001 - $15,000 | Self | Middleburg Financial Corp merged with Access National Bank in a stock for stock exchange | https://efdsearch.senate.gov/search/view/ptr/8ecb444e-a54c-47a1-8db4-f4b05ac70b9d/ | P | ||||
| 10443 | Shelley M Capito | C001047 | Senate | 2017-04-04 | MBRG - Middleberg Financial corp | Stock | Exchange | $1,001 - $15,000 | Self | Middleburg Financial Corp merged with Access National Bank in a stock for stock exchange | https://efdsearch.senate.gov/search/view/ptr/8ecb444e-a54c-47a1-8db4-f4b05ac70b9d/ | P | |||||
| 11256 | Sheldon Whitehouse | W000802 | Senate | 2017-03-14 | ADI | 6281 | Analog Devices, Inc. | Stock | Exchange | $1,001 - $15,000 | Child | Shares received in exchange for Linear Technology shares as a result of merger | https://efdsearch.senate.gov/search/view/ptr/0c3d0d20-2de7-463c-bf63-94a4277a1f2c/ | P | |||
| 9206 | David A Perdue , Jr | P000612 | Senate | 2017-02-28 | ENB-Enbridge Inc. | Stock | Exchange | $15,001 - $50,000 | Joint | Spectra Energy shares were exchanged for Enbridge shares after purchase | https://efdsearch.senate.gov/search/view/ptr/0f136e07-eaf1-47c8-84e8-89a390dd3855/ | P | |||||
| 9530 | Susan M Collins | C001035 | Senate | 2017-02-28 | --ENB | Spectra Energy Corp. (Exchanged)Enbridge Inc. (Received) | Stock | Exchange | $15,001 - $50,000 | Spouse | Spectra acquired by Enbridge in stock merger. | https://efdsearch.senate.gov/search/view/ptr/b3dacabf-fe85-4795-818a-cae96746587b/ | P | ||||
| 11455 | Thomas R Carper | C000174 | Senate | 2017-02-28 | SE - Spectra Energy Corp | Stock | Exchange | $15,001 - $50,000 | Self | Spectra Energy Corp exchanged for Enbridge Inc | https://efdsearch.senate.gov/search/view/ptr/1c67a189-fb8a-42ed-a265-91ebaf4af2e3/ | P | |||||
| 11456 | Thomas R Carper | C000174 | Senate | 2017-02-28 | Enbridge Inc | Stock | Exchange | $15,001 - $50,000 | Self | Spectra Energy Corp exchanged for Enbridge Inc | https://efdsearch.senate.gov/search/view/ptr/1c67a189-fb8a-42ed-a265-91ebaf4af2e3/ | P | |||||
| 11470 | David A Perdue , Jr | P000612 | Senate | 2017-02-28 | ENB-Enbridge Inc. | Stock | Exchange | $15,001 - $50,000 | Joint | Spectra Energy shares were exchanged for Enbridge shares after purchase | https://efdsearch.senate.gov/search/view/ptr/2ee30018-7380-4807-8a41-79d413b008e8/ | P | |||||
| 9405 | Shelley M Capito | C001047 | Senate | 2017-02-27 | --ENB | Spectra Energy Corporation (Exchanged)Enbridge Inc. (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | Spectra Energy Corp merged into Enbridge, Inc. on February 27, 2017 | https://efdsearch.senate.gov/search/view/ptr/9e8c8d32-39da-4bb6-9b6e-8f5be4a29897/ | P | ||||
| 11080 | Sheldon Whitehouse | W000802 | Senate | 2017-01-17 | BIVV | BIVV-Bioverativ Inc. | Stock | Exchange | $1,001 - $15,000 | Spouse | Shares received in spin off with BIIB. | https://efdsearch.senate.gov/search/view/ptr/b33c92f5-43d9-430a-8c52-7e5c29954e6d/ | P | ||||
| 10769 | Sheldon Whitehouse | W000802 | Senate | 2016-11-16 | LW | 1679273 | Lamb Weston Holdings, Inc. | Stock | Exchange | $1,001 - $15,000 | Joint | Shares received in spin off with ConAgra Foods, Inc. (CAG) | https://efdsearch.senate.gov/search/view/ptr/c51b359d-6dda-4e92-b563-f06ac805fc8a/ | P |
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CREATE TABLE stock_trades (
id INTEGER PRIMARY KEY AUTOINCREMENT,
member_name TEXT,
bioguide_id TEXT,
chamber TEXT,
transaction_date TEXT,
disclosure_date TEXT,
ticker TEXT,
cik INTEGER, -- SEC EDGAR CIK, populated from ticker_sic+sec_companies
asset_description TEXT,
asset_type TEXT,
transaction_type TEXT,
amount_range TEXT,
owner TEXT,
comment TEXT,
source_url TEXT,
filing_type TEXT,
state_district TEXT,
doc_id TEXT
);
CREATE INDEX idx_st_bioguide ON stock_trades(bioguide_id);
CREATE INDEX idx_st_ticker ON stock_trades(ticker);
CREATE INDEX idx_st_cik ON stock_trades(cik) WHERE cik IS NOT NULL;
CREATE INDEX idx_st_date ON stock_trades(transaction_date);
CREATE INDEX idx_st_member ON stock_trades(member_name);
CREATE INDEX idx_st_type ON stock_trades(transaction_type);
CREATE INDEX idx_st_chamber ON stock_trades(chamber);