stock_trades
Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API
502 rows where transaction_type = "Exchange" sorted by transaction_date descending
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ticker >30
transaction_type 1
- Exchange · 502 ✖
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 61894 | Rick Larsen | L000560 | House | 2026-03-31 | 2026-04-15 | CNL Healthcare Properties Inc (widely held) [OT] based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. | OT | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034351.pdf | P | WA02 | 20034351 | |||
| 61898 | Rick Larsen | L000560 | House | 2026-03-31 | 2026-04-15 | SNDA | Sonida Senior Living, Inc. Common Stock (SNDA) [ST] purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR | ST | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034351.pdf | P | WA02 | 20034351 | ||
| 61909 | Laura Friedman | F000483 | House | 2026-03-24 | 2026-04-17 | ABT | 1800 | Abbott Laboratories Common Stock (ABT) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034355.pdf | P | CA30 | 20034355 | |
| 60717 | Debbie Dingell | D000624 | House | 2026-02-10 | 2026-02-23 | WAT | 1000697 | Waters Corporation Common Stock (WAT) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034035.pdf | P | MI06 | 20034035 | |
| 61669 | Kevin Hern | H001082 | House | 2026-02-09 | 2026-03-06 | WAT | 1000697 | Waters Corporation Common Stock (WAT) [ST] | ST | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034128.pdf | P | OK01 | 20034128 | |
| 61629 | Neal Patrick MD, Facs Dunn | D000628 | House | 2026-02-02 | 2026-03-17 | Cadence Bank 5.50% Series A (CADE$A) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf | P | FL02 | 20034114 | |||
| 61630 | Neal Patrick MD, Facs Dunn | D000628 | House | 2026-02-02 | 2026-03-17 | HBANZ | Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] | OT | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf | P | FL02 | 20034114 | ||
| 60716 | Debbie Dingell | D000624 | House | 2026-01-05 | 2026-01-12 | VSNT | 2067876 | VERSANT MEDIA GROUP INC CL A (VSNT) [OT] | OT | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033744.pdf | P | MI06 | 20033744 | |
| 61194 | Nancy Pelosi | P000197 | House | 2026-01-02 | 2026-01-23 | VSNT | 2067876 | Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] were surrendered as a result of the spinoff. | ST | Exchange | $15 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033725.pdf | P | CA11 | 20033725 | |
| 60861 | Thomas H. Kean | K000398 | House | 2025-12-16 | 2026-01-16 | LLYVA | 2078416 | Liberty Media Corporation - Series A Liberty Live Common Stock (LLYVA) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033821.pdf | P | NJ07 | 20033821 | |
| 60862 | Thomas H. Kean | K000398 | House | 2025-12-16 | 2026-01-16 | LLYVK | 2078416 | Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033821.pdf | P | NJ07 | 20033821 | |
| 61206 | August Lee Pfluger | P000048 | House | 2025-12-16 | 2026-01-20 | FWONK | 1560385 | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) [ST] | ST | Exchange | $1,001 - $15,000 | Dependent Child | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033804.pdf | P | TX11 | 20033804 | |
| 61207 | August Lee Pfluger | P000048 | House | 2025-12-16 | 2026-01-20 | LLYVK | 2078416 | Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] | ST | Exchange | $1,001 - $15,000 | Dependent Child | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033804.pdf | P | TX11 | 20033804 | |
| 61140 | Kelly Louise Morrison | M001234 | House | 2025-12-10 | 2026-01-20 | ASHGY | 1518258 | ASHTED GRP PLC S/ADR (ASHGY) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf | P | MN03 | 20033830 | |
| 61141 | Kelly Louise Morrison | M001234 | House | 2025-12-10 | 2026-01-20 | ASHGY | 1518258 | ASHTED GRP PLC S/ADR (ASHGY) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf | P | MN03 | 20033830 | |
| 61142 | Kelly Louise Morrison | M001234 | House | 2025-12-10 | 2026-01-20 | ASHGY | 1518258 | ASHTED GRP PLC S/ADR (ASHGY) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf | P | MN03 | 20033830 | |
| 61143 | Kelly Louise Morrison | M001234 | House | 2025-12-10 | 2026-01-20 | ASHGY | 1518258 | ASHTED GRP PLC S/ADR (ASHGY) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf | P | MN03 | 20033830 | |
| 54211 | Gilbert Cisneros | C001123 | House | 2025-11-03 | 2025-12-15 | Q | 2058873 | Qnity Electronics, Inc. Common Stock (Q) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033619.pdf | P | CA31 | 20033619 | |
| 54581 | Debbie Dingell | D000624 | House | 2025-11-03 | 2025-12-06 | Q | 2058873 | Qnity Electronics, Inc. Common Stock (Q) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf | P | MI06 | 20029105 | |
| 54582 | Debbie Dingell | D000624 | House | 2025-10-30 | 2025-12-06 | SOLS | 2064953 | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf | P | MI06 | 20029105 | |
| 54583 | Debbie Dingell | D000624 | House | 2025-10-30 | 2025-12-06 | SOLS | 2064953 | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf | P | MI06 | 20029105 | |
| 54585 | Debbie Dingell | D000624 | House | 2025-10-30 | 2025-12-06 | SOLS | 2064953 | Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf | P | MI06 | 20029105 | |
| 52702 | Donald Sternoff Beyer | B001292 | House | 2025-10-14 | 2025-11-02 | North Allegheny PA Sch 5.00% 05/01/2030 [GS] | GS | Exchange | $15,001 - $50,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033325.pdf | P | VA08 | 20033325 | |||
| 52699 | Donald Sternoff Beyer | B001292 | House | 2025-09-18 | 2025-10-02 | Massachusetts St Sch Bld 5.00% [GS] | GS | Exchange | $50,001 - $100,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032200.pdf | P | VA08 | 20032200 | |||
| 53940 | Gilbert Cisneros | C001123 | House | 2025-09-03 | 2025-10-10 | PPBI | Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032248.pdf | P | CA31 | 20032248 | ||
| 55074 | Laura Friedman | F000483 | House | 2025-08-07 | 2025-09-09 | PSKY | 2041610 | Paramount Skydance Corporation - Class B Common Stock (PSKY) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032051.pdf | P | CA30 | 20032051 | |
| 53808 | Gilbert Cisneros | C001123 | House | 2025-07-21 | 2025-08-14 | ANSS | ANSYS, Inc. - Common Stock (ANSS) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030901.pdf | P | CA31 | 20030901 | ||
| 56626 | Julie Johnson | J000310 | House | 2025-07-21 | 2025-08-14 | CVX | 93410 | Chevron Corporation Common Stock (CVX) [ST] | ST | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030909.pdf | P | TX32 | 20030909 | |
| 56635 | Julie Johnson | J000310 | House | 2025-07-18 | 2025-08-14 | SNPS | 883241 | Synopsys, Inc. - Common Stock (SNPS) [ST] | ST | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030909.pdf | P | TX32 | 20030909 | |
| 56842 | Thomas H. Kean | K000398 | House | 2025-07-15 | 2025-08-20 | LBRDK | 1611983 | Liberty Broadband Corporation - Class C Common Stock (LBRDK) [ST] | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030946.pdf | P | NJ07 | 20030946 | |
| 52698 | Donald Sternoff Beyer | B001292 | House | 2025-07-01 | 2025-08-02 | Oklahoma Cnt OK Independent 3:00% 07/01/25 [GS] | GS | Exchange | $15,001 - $50,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030746.pdf | P | VA08 | 20030746 | |||
| 56616 | Julie Johnson | J000310 | House | 2025-05-19 | 2025-06-13 | COF | 927628 | Capital One Financial Corporation Common Stock (COF) [ST] | ST | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030474.pdf | P | TX32 | 20030474 | |
| 59202 | Jefferson Shreve | S001229 | House | 2025-02-24 | 2025-03-09 | MRP | 2017206 | Millrose Properties, Inc. Class A Common Stock (MRP) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027879.pdf | P | IN06 | 20027879 | |
| 59219 | Jefferson Shreve | S001229 | House | 2025-02-24 | 2025-03-09 | SNDK | 2023554 | Sandisk Corporation - Common Stock (SNDK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027879.pdf | P | IN06 | 20027879 | |
| 60057 | Michael Waltz | W000823 | House | 2024-12-24 | 2025-01-23 | BoodleAI [PS] | PS | Exchange | $50,001 - $100,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026639.pdf | P | FL06 | 20026639 | |||
| 60058 | Michael Waltz | W000823 | House | 2024-12-24 | 2025-01-23 | BoodleAI [PS] | PS | Exchange | $50,001 - $100,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026639.pdf | P | FL06 | 20026639 | |||
| 52692 | Donald Sternoff Beyer | B001292 | House | 2024-12-02 | 2025-01-06 | Dallas Tex Area Rapid 5.00% 12/01/25 [GS] | GS | Exchange | $1,001 - $15,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026517.pdf | P | VA08 | 20026517 | |||
| 51583 | Thomas H. Kean | K000398 | House | 2024-11-13 | 2024-12-16 | LBTYK | 1570585 | Liberty Global Ltd. - Class C Common Shares (LBTYK) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026408.pdf | P | NJ07 | 20026408 | |
| 51584 | Thomas H. Kean | K000398 | House | 2024-11-13 | 2024-12-16 | LBTYK | 1570585 | Liberty Global Ltd. - Class C Common Shares (LBTYK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026408.pdf | P | NJ07 | 20026408 | |
| 51586 | Thomas H. Kean | K000398 | House | 2024-11-13 | 2024-12-16 | SNRE | Sunrise Communications AG - American Depositary Shares representing Class A shares (SNRE) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026408.pdf | P | NJ07 | 20026408 | ||
| 51801 | Laurel Lee | L000597 | House | 2024-10-18 | 2024-11-21 | HURA | 1498382 | TuHURA Biosciences, Inc. - Common Stock (HURA) [ST] Kintara Therapeutics (KTRA). The note converted into 31,571 common shares of the combined companies following a concurrent reverse stock split. The combined companies are trading under the name TuHURA Biosciences, trading symbol HURA. Any additional information can be obtained on the company's investor relations website. | ST | Exchange | $100,001 - $250,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026063.pdf | P | FL15 | 20026063 | |
| 49960 | Donald Sternoff Beyer | B001292 | House | 2024-10-02 | 2024-11-03 | District Columbia Go 5.00% 06/01/35 [GS] | GS | Exchange | $15,001 - $50,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026134.pdf | P | VA08 | 20026134 | |||
| 51566 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | AMTM | 2011286 | Amentum Holdings, Inc. Common Stock (AMTM) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51567 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | AMTM | 2011286 | Amentum Holdings, Inc. Common Stock (AMTM) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51568 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | AMTM | 2011286 | Amentum Holdings, Inc. Common Stock (AMTM) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51569 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | AMTM | 2011286 | Amentum Holdings, Inc. Common Stock (AMTM) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51570 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51571 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51572 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51573 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51574 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51575 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51576 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51577 | Thomas H. Kean | K000398 | House | 2024-09-30 | 2024-10-15 | J | 52988 | Jacobs Solutions Inc. Common Stock (J) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 51578 | Thomas H. Kean | K000398 | House | 2024-09-10 | 2024-10-15 | LSXMA | Liberty Media Corporation - Series A Liberty SiriusXM Common Stock (LSXMA) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | ||
| 51579 | Thomas H. Kean | K000398 | House | 2024-09-10 | 2024-10-15 | LSXMK | Liberty Media Corporation - Series C Liberty SiriusXM Common Stock (LSXMK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | ||
| 51581 | Thomas H. Kean | K000398 | House | 2024-09-10 | 2024-10-15 | SIRI | 908937 | SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf | P | NJ07 | 20026021 | |
| 59093 | August Lee Pfluger | P000048 | House | 2024-09-10 | 2025-08-13 | SIRI | 908937 | SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030737.pdf | P | TX11 | 20030737 | |
| 59094 | August Lee Pfluger | P000048 | House | 2024-09-10 | 2025-08-13 | SIRI | 908937 | SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030737.pdf | P | TX11 | 20030737 | |
| 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 | ||||
| 56961 | Greg Landsman | L000601 | House | 2024-05-06 | 2025-05-13 | XOM | 34088 | Exxon Mobil Corporation Common Stock (XOM) [ST] C : All-stock exchange applied to all PXD shareholders when PXD was acquired by XOM. This transaction was automatic; it was not directed or requested by the filer, his spouse, or their financial manager | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030207.pdf | P | OH01 | 20030207 | |
| 51171 | Kevin Hern | H001082 | House | 2024-05-03 | 2024-06-07 | XOM | 34088 | Exxon Mobil Corporation Common Stock (XOM) [ST] | ST | Exchange | $100,001 - $250,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025232.pdf | P | OK01 | 20025232 | |
| 51175 | Kevin Hern | H001082 | House | 2024-05-03 | 2024-06-07 | PXD | Pioneer Natural Resources Company Common Stock (PXD) [ST] | ST | Exchange | $100,001 - $250,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025232.pdf | P | OK01 | 20025232 | ||
| 2134 | Thomas R Carper | C000174 | Senate | 2023-12-21 | --TAC | TRSWF - TransAlta Renewables Inc (Exchanged)Transalta Corp (Received) | Stock | Exchange | $1,001 - $15,000 | Spouse | https://efdsearch.senate.gov/search/view/ptr/da48ee62-8b92-4e12-86d5-1fcf549e700e/ | P | |||||
| 50231 | Virginia Foxx | F000450 | House | 2023-12-14 | 2024-01-04 | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] following merger. | ST | Exchange | $15,001 - $50,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024230.pdf | P | NC05 | 20024230 | |||
| 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 | ||||
| 48833 | Kevin Hern | H001082 | House | 2023-09-26 | 2023-10-13 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | ST | Exchange | $500,001 - $1,000,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023848.pdf | P | OK01 | 20023848 | ||
| 48835 | Kevin Hern | H001082 | House | 2023-09-26 | 2023-10-13 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | ST | Exchange | $50,001 - $100,000 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023848.pdf | P | OK01 | 20023848 | ||
| 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 | |||||
| 48973 | Thomas H. Kean | K000398 | House | 2023-08-04 | 2023-09-15 | LLYVA | 2078416 | Liberty Media Corporation - Series A Liberty Live (LLYVA) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf | P | NJ07 | 20023671 | |
| 48974 | Thomas H. Kean | K000398 | House | 2023-08-04 | 2023-09-15 | LSXMA | Liberty Media Corporation - Series A Liberty SiriusXM (LSXMA) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf | P | NJ07 | 20023671 | ||
| 48975 | Thomas H. Kean | K000398 | House | 2023-08-04 | 2023-09-15 | LSXMA | Liberty Media Corporation - Series A Liberty SiriusXM (LSXMA) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf | P | NJ07 | 20023671 | ||
| 48976 | Thomas H. Kean | K000398 | House | 2023-08-04 | 2023-09-15 | LLYVK | 2078416 | Liberty Media Corporation - Series C Liberty Live (LLYVK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf | P | NJ07 | 20023671 | |
| 48977 | Thomas H. Kean | K000398 | House | 2023-08-04 | 2023-09-15 | LSXMK | Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf | P | NJ07 | 20023671 | ||
| 48978 | Thomas H. Kean | K000398 | House | 2023-08-04 | 2023-09-15 | LSXMK | Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf | P | NJ07 | 20023671 | ||
| 48972 | Thomas H. Kean | K000398 | House | 2023-07-19 | 2023-08-13 | BATRK | 1958140 | Atlanta Braves Holdings, Inc. - Series C (BATRK) [ST] exchanged out was below reportability threshold. | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023455.pdf | P | NJ07 | 20023455 | |
| 49488 | Maria Elvira Salazar | S000168 | House | 2023-02-20 | 2023-03-20 | CANO | Cano Health, Inc. Class A (CANO) [ST] company of the Cano Health entities prior to this date), which is reported on previous filings. The transaction resulted in an exchange of non-publicly traded shares for Class A shares on February 21, 2023. C : The SPAC transaction initiated by the public acquisition company to purchase the Cano Health equity from Primary Care (ITC) Holdings included a Lock-Up Agreement pursuant to which shareholders can only exchange a portion of their non-publicly traded shares for publicly traded shares each year. Although the SPAC transaction occurred in 2021, the first exchange occurred in February of 2022, and this being the second exchange of Filer's shares. | ST | Exchange | $15,001 - $50,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022596.pdf | P | FL27 | 20022596 | ||
| 49515 | Austin Scott | S001189 | House | 2023-01-04 | 2023-01-23 | GEHC | 1932393 | GE HealthCare Technologies Inc. (GEHC) [ST] COMMON STOCK (GEHC) | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022312.pdf | P | GA08 | 20022312 | |
| 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 | ||||
| 49479 | Deborah Ross | R000305 | House | 2022-11-07 | 2023-05-14 | U | 1810806 | Unity Software Inc. (U) [ST] | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022808.pdf | P | NC02 | 20022808 | |
| 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 | ||||
| 43778 | Michael Patrick Guest | G000591 | House | 2022-04-11 | 2022-05-02 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020792.pdf | P | MS03 | 20020792 | |
| 43779 | Michael Patrick Guest | G000591 | House | 2022-04-11 | 2022-05-02 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020792.pdf | P | MS03 | 20020792 | |
| 44102 | David Kustoff | K000392 | House | 2022-04-11 | 2022-05-02 | T | 732717 | AT&T Inc. (T) [ST] | ST | Exchange | $4,450 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020875.pdf | P | TN08 | 20020875 | |
| 44103 | David Kustoff | K000392 | House | 2022-04-11 | 2022-05-02 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] resulting entity from the merger is Warner Bros. Discovery and, as part of the consideration for the transaction, AT&T shareholders received shares of the new company based on their AT&T holdings when the transaction closed. | ST | Exchange | $4,450 | Joint | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020875.pdf | P | TN08 | 20020875 | |
| 45046 | Nancy Pelosi | P000197 | House | 2022-04-11 | 2022-05-03 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | ST | Exchange | $50,001 - $100,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020916.pdf | P | CA12 | 20020916 | |
| 45099 | August Lee Pfluger | P000048 | House | 2022-04-11 | 2022-05-25 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] merger. | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021108.pdf | P | TX11 | 20021108 | |
| 45101 | August Lee Pfluger | P000048 | House | 2022-04-11 | 2022-05-25 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] merger. | ST | Exchange | $1,001 - $15,000 | Spouse | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021108.pdf | P | TX11 | 20021108 | |
| 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 | ||||
| 46025 | Katherine M. Clark | C001101 | House | 2022-04-08 | 2023-06-08 | WBD | 1437107 | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | ST | Exchange | $1,001 - $15,000 | Self | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022917.pdf | P | MA05 | 20022917 |
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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);