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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
SD

Suzan K. DelBene

U.S. House·WA·last disclosed 2026-06-11
Disclosed book · year-end value
$128M
midpoint est. · $50.5M+ — not market value
82 holdings · $38.8M equity · $89.4M non-equity
Our verdict on their book · $-weighted, equity only
Not covered100.0%
Disclosed trades
486
Buys · Sells
232 · 254
Median reporting lag
20d
avg 23d to disclose
Last disclosed
2026-06-11
Trade cadence · buys above, sells below · last 12 mo
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan ’26
Feb
Apr
May

What Suzan K. DelBene owns now

Year-end holdings from their latest annual disclosure · 82 holdings · as of 2024

R
Residential Real Estatenon-equity
$7.05M–$32.1M15%
B
Bond was called by issuer on 8/1/2025 Columbia Pacific Income Fund IInon-equity
$5.00M–$25.0M12%
1
15,000 Caprock PSP Vnon-equity
$1.00M–$5.00M2%
N
None Caprock Real Estate Opportunities I LPnon-equity
$1.00M–$5.00M2%
CP
CPEFX
$1.00M–$5.00M2%
No call
CC
CCLFX
$1.00M–$5.00M2%
No call
CE
CELFX
$1.00M–$5.00M2%
No call
C
Comingled pool, no ticker symbol. Fid GR Co Pool CL Snon-equity
$1.00M–$5.00M2%
▸Show all 82 holdings
2
2,500 Fortress Credit Realty Income Trust Class Bnon-equity
$1.00M–$5.00M2%
IU
IUSG
$1.00M–$5.00M2%
No call
IU
IUSV
$1.00M–$5.00M2%
No call
5
50,000 Pacific Co B1 Bond - Villa del Solnon-equity
$1.00M–$5.00M2%
1
1,000,000 Pacific West Real Estate Income LLCnon-equity
$1.00M–$5.00M2%
PF
PFIUX
$1.00M–$5.00M2%
No call
N
None Redwood Kairos Real Estate Fund VIIInon-equity
$1.00M–$5.00M2%
5
50,000 Security Properties Multi-Family Fund VInon-equity
$1.00M–$5.00M2%
N
None Security Properties Multi-Family Fund VIInon-equity
$1.00M–$5.00M2%
1
15,000 TriLinc Global Impact Fundnon-equity
$1.00M–$5.00M2%
VF
VFWSX
$1.00M–$5.00M2%
No call
1
100,000 Vanguard Institutional 500 Index Trustnon-equity
$1.00M–$5.00M2%
VI
VIMAX
$1.00M–$5.00M2%
No call
VO
VOO
$1.00M–$5.00M2%
No call
VS
VSMAX
$1.00M–$5.00M2%
No call
VT
VTI
$1.00M–$5.00M2%
No call
1
100,000 Vertical Ventures Co-Investment Fund IInon-equity
$1.00M–$5.00M2%
1
100,000 Vision Ridge Sustainable Asset Fund IIInon-equity
$1.00M–$5.00M2%
A
ArcTern Ventures Fund IIInon-equity
$500K–$1.00M1%
HA
HAINX
$500K–$1.00M1%
No call
1
15,000 Invision Capital IIInon-equity
$500K–$1.00M1%
F
Fully matured in 2025 Pacific Co B1 Bond - Martha Gardens 06/01/2027non-equity
$500K–$1.00M1%
VW
VWO
$500K–$1.00M1%
No call
VI
VIIIX
$500K–$1.00M1%
No call
VO
VO
$500K–$1.00M1%
No call
VB
VBIPX
$500K–$1.00M1%
No call
VB
VB
$500K–$1.00M1%
No call
R
Residential Real Estate Investmentnon-equity
$500K–$1.00M1%
SP
SPY
$365K–$800K0%
No call
D
Due Nov. 1, 2029non-equity
$250K–$500K0%
N
None Columbia Pacific Income Fund IInon-equity
$250K–$500K0%
1
1,000,000 Global Partnerships Impact First Fund 10 limited recourse notenon-equity
$250K–$500K0%
N
None Global Partnerships Impact First Fund 10 LLC senior notenon-equity
$250K–$500K0%
N
None Gryphon Mezzanine Partners IInon-equity
$250K–$500K0%
D
Due Jun 15 2030non-equity
$250K–$500K0%
2
27 Comb Tax Due 11/01/27non-equity
$250K–$500K0%
MI
MIPIX
$250K–$500K0%
No call
D
Due 6/1/2027non-equity
$250K–$500K0%
D
Due Feb 1, 2032non-equity
$250K–$500K0%
M
Mult HSG Due 05/01/26non-equity
$250K–$500K0%
D
Due Jan 1, 2032non-equity
$250K–$500K0%
F
Fully matured in 2025 Pacific Co B1 Bond - San Marcos 10/4/27non-equity
$250K–$500K0%
N
None Pacific Co B1 Bond - Stevens Creeknon-equity
$250K–$500K0%
1
100,000 Pennybacker VInon-equity
$250K–$500K0%
D
Due 09/01/2027non-equity
$250K–$500K0%
1
15,000 Redwood Kairos Real Estate Fund VInon-equity
$250K–$500K0%
1
1,000 Seattle WA MN Lt Var Rate Util Due 5/1/45non-equity
$250K–$500K0%
S
Security Properties Augusta, LLCnon-equity
$250K–$500K0%
5
50,000 Security Properties TriRocknon-equity
$250K–$500K0%
D
Due Sep 1, 2035non-equity
$250K–$500K0%
3
31 Go Utx Due 08/15/31non-equity
$250K–$500K0%
D
Due Nov 15, 2051non-equity
$250K–$500K0%
3
35 Edr Idr Due 12/01/35non-equity
$250K–$500K0%
3
31 SPL Tax Due 11/15/31non-equity
$250K–$500K0%
T
TPK Tran Due 08/15/42non-equity
$250K–$500K0%
3
36 SYST HLTH Due 03/01/36non-equity
$250K–$500K0%
D
Due Aug 15, 2036non-equity
$250K–$500K0%
N
None Vision Ridge Sustainable Asset Fund IVnon-equity
$250K–$500K0%
D
Due Aug 1, 2028non-equity
$250K–$500K0%
D
Due May 1, 2036non-equity
$250K–$500K0%
D
Due Nov 1, 2040non-equity
$250K–$500K0%
FZ
FZFXX
$165K–$400K0%
No call
5
50,000 Kimpact Evergreen Real Estate Fundnon-equity
$250K+0%
T
Tax-Deferred Fid Contra Pool CL 3non-equity
$100K–$250K0%
B
Bond matured 9/30/2025 Gryphon Mezzanine Partnersnon-equity
$100K–$250K0%
C
Comingled fund, no ticker symbol Redwood Kairos Real Estate Fund IVnon-equity
$100K–$250K0%
O
Open-ended fund Vanguard Institutional 500 Index Trustnon-equity
$100K–$250K0%
2
2,500 Fidelity Taxable Interest Bearing Cash Option (FCASH)non-equity
$65.0K–$150K0%
FT
FTEXX
$50.0K–$100K0%
No call
1
1,000 Fidelity Taxable Interest Bearing Cash Option (FCASH)non-equity
$50.0K–$100K0%
1
100,000 Merrill Lynch Cash Accountnon-equity
$50.0K–$100K0%
S
s Microsoft Deferred Compensation Plan PIMCO Total Returnnon-equity
$15.0K–$50.0K0%
1
100,000 Charles Schwab Cash Accountnon-equity
$1.00K–$15.0K0%
SW
SWVXX
$1.00K–$15.0K0%
No call

Reported asset value, disclosed ranges · how we built this

What Suzan K. DelBene did

486 disclosed trades

2026-06-11—JT Pacific Co B1 Bond - Trimble 05/29/28Buy
$500K–$1.00M
14d lagtraded 2026-05-28PTR ↗
2026-05-26—Due Nov 1, 2040Buy
$50.0K–$100K
22d lagtraded 2026-05-04PTR ↗
2026-05-26—Due Oct 1, 2033Buy
$250K–$500K
22d lagtraded 2026-05-04PTR ↗
2026-05-08—Due Sep 1, 2035Buy
$1.00K–$15.0K
8d lagtraded 2026-04-30PTR ↗
2026-04-28—Comb Tax Due Nov 1, 2027Sell
$15.0K–$50.0K
19d lagtraded 2026-04-09PTR ↗
2026-04-28—Due Nov 15, 2051Buy
$15.0K–$50.0K
27d lagtraded 2026-04-01PTR ↗
2026-03-12—Due Sep 1, 2035Buy
$15.0K–$50.0K
17d lagtraded 2026-02-23PTR ↗
2026-01-23—Due Jun 15, 2030Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due Nov 1, 2029Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—27 Comb Tax Due 11/01/27 Due Nov 1, 2027Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due Feb 1, 2032Sell
$250K–$500K
17d lagtraded 2026-01-06PTR ↗
2026-01-23—Due Nov 1, 2037Buy
$250K–$500K
17d lagtraded 2026-01-06PTR ↗
2026-01-23—Due Jan 1, 2032Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due Sep 1, 2027Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due Sep 1, 2035Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—31 Go Utx Due 08/15/31Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due Nov 15, 2051Sell
$50.0K–$100K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—31 SPL Tax Due 11/15/31Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—42 TPK Tran Due 08/15/42Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—36 SYST HLTH Due 03/01/36Sell
$50.0K–$100K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due Aug 1, 2028Sell
$50.0K–$100K
10d lagtraded 2026-01-13PTR ↗
2026-01-23—Due May 1, 2036Sell
$15.0K–$50.0K
10d lagtraded 2026-01-13PTR ↗
2026-01-12—Due Nov 15, 2051Buy
$1.00K–$15.0K
26d lagtraded 2025-12-17PTR ↗
2025-12-08—Due Jun 15, 2035Sell
$250K–$500K
20d lagtraded 2025-11-18PTR ↗
2025-12-08—Due Nov 15, 2051Buy
$250K–$500K
19d lagtraded 2025-11-19PTR ↗
2025-12-08—42 TPK Tran Due 08/15/42Buy
$1.00K–$15.0K
20d lagtraded 2025-11-18PTR ↗
2025-12-08—Due Aug 1, 2028Buy
$15.0K–$50.0K
17d lagtraded 2025-11-21PTR ↗
2025-11-12—27 Comb Tax Due 11/01/27Buy
$250K–$500K
13d lagtraded 2025-10-30PTR ↗
2025-11-12—Due Sep 1, 2035Buy
$15.0K–$50.0K
15d lagtraded 2025-10-28PTR ↗
2025-10-30—42 TPK Tran Due 08/15/42Buy
$1.00K–$15.0K
29d lagtraded 2025-10-01PTR ↗
2025-10-13—JT Pacific Co B1 Bond - San Marcos 10/4/27Buy
$250K–$500K
13d lagtraded 2025-09-30PTR ↗
2025-09-28—Due Mar 1, 2035Sell
$250K–$500K
16d lagtraded 2025-09-12PTR ↗
2025-09-28—35 Edr Idr Due Dec 1, 2035Buy
$1.00K–$15.0K
18d lagtraded 2025-09-10PTR ↗
2025-09-28—Due Sep 1, 2035Buy
$250K–$500K
16d lagtraded 2025-09-12PTR ↗
2025-08-29—Due Nov 1, 2027Sell
$250K–$500K
21d lagtraded 2025-08-08PTR ↗
2025-08-29—35 Edr Idr Due 12/01/35Buy
$250K–$500K
21d lagtraded 2025-08-08PTR ↗
2025-08-09—Due Aug 1, 2028Buy
$250K–$500K
9d lagtraded 2025-07-31PTR ↗
2025-08-09—Due Nov 1, 2029Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—49 Hosp HLTH Due 08/01/49Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—32 Go Utx Due 10/01/32Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Jun 15, 2030Sell
$50.0K–$100K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Jun 1, 2027Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Jun 15, 2035Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Feb 1, 2032Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Nov 1, 2027Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—26 Mult HSG Due 05/01/26Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Jan 1, 2032Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Mar 1, 2035Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Sep 1, 2027Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—45 PWR Util Due 05/01/45Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—31 Go Utx Due 08/15/31Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—31 SPL Tax Due 11/15/31Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—42 TPK Tran Due 08/15/42Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Aug 15, 2036Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-08-09—New JT Wisconsin ST Go BDS Ser. 2025 ASell
$15.0K+
24d lagtraded 2025-07-16PTR ↗
2025-08-09—Due Nov 1, 2040Sell
$15.0K–$50.0K
24d lagtraded 2025-07-16PTR ↗
2025-07-17—Due Nov 15, 2035Sell
$250K–$500K
29d lagtraded 2025-06-18PTR ↗
2025-07-17—36 SYST HLTH Due 03/01/36Buy
$250K–$500K
29d lagtraded 2025-06-18PTR ↗
2025-06-24—Due Mar 1, 2035Sell
$50.0K–$100K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Sep 1, 2027Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Nov 1, 2029Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—49 Hosp HLTH Due 08/01/49Sell
$50.0K–$100K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—32 Go Utx Due 10/01/32Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Jun 15, 2030Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Jun 1, 2027Sell
$50.0K–$100K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—26 Mult HSG Due 05/01/26Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Nov 1, 2027Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—New JT New York NY City Transitional FinSell
$15.0K+
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Jan 1, 2032Sell
$50.0K–$100K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due May 1, 2036Sell
$250K–$500K
20d lagtraded 2025-06-04PTR ↗
2025-06-24—45 PWR Util Due 05/01/45Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—31 Go Utx Due 08/15/31Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—31 SPL Tax Due 11/15/31Sell
$50.0K–$100K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—42 TPK Tran Due 08/15/42Sell
$50.0K–$100K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Aug 15, 2036Buy
$250K–$500K
20d lagtraded 2025-06-04PTR ↗
2025-06-24—Due May 1, 2036Sell
$100K–$250K
13d lagtraded 2025-06-11PTR ↗
2025-06-24—Due Nov 1, 2040Sell
$15.0K–$50.0K
13d lagtraded 2025-06-11PTR ↗
2025-06-08—Due Jun 15, 2030Buy
$1.00K–$15.0K
12d lagtraded 2025-05-27PTR ↗
2025-06-08—New JT Pacific Co B1 Bond - Martha Gardens 06/01/2027Buy
$500K–$1.00M
10d lagtraded 2025-05-29PTR ↗
2025-06-08—42 TPK Tran Due 08/15/42Buy
$1.00K–$15.0K
17d lagtraded 2025-05-22PTR ↗
2025-05-07—36 Excise Tax Due 06/15/36Sell
$250K–$500K
21d lagtraded 2025-04-16PTR ↗
2025-05-07—Due May 1, 2036Buy
$250K–$500K
21d lagtraded 2025-04-16PTR ↗
2025-04-10—Due Nov 1, 2027Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Feb 1, 2032Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due May 1, 2036Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Mar 1, 2035Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Sep 1, 2027Sell
$50.0K–$100K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Jan 1, 2031Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Nov 1, 2029Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Hosp HLTH Due 08/01/49Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Nov 15, 2035Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Jul 1, 2029Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Go Utx Due 10/01/32Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Jun 15, 2030Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Jun 1, 2027Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—New JT New Jersey ST Transn TR FD AuthSell
$250K+
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Mult HSG Due 05/01/26Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—PWR Util Due 05/01/45Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Go Utx Due 08/15/31Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Jan 1, 2026Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—SPL TaxSell
$250K+
22d lagtraded 2025-03-19PTR ↗
2025-04-10—TPK Tran Due 08/15/42Sell
$250K–$500K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Excise Tax Due 06/15/36Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-04-10—Due Nov 1, 2040Sell
$100K–$250K
22d lagtraded 2025-03-19PTR ↗
2025-03-26—Due May 1, 2036Buy
$15.0K–$50.0K
14d lagtraded 2025-03-12PTR ↗
2025-02-25—Due Aug 1, 2028Sell
$500K–$1.00M
13d lagtraded 2025-02-12PTR ↗
2025-02-25—Due May 1, 2036Buy
$500K–$1.00M
13d lagtraded 2025-02-12PTR ↗
2025-02-09—42 TPK Tran Due 08/15/42Buy
$15.0K–$50.0K
13d lagtraded 2025-01-27PTR ↗
2024-12-23—TPK Tran Due 08/15/42Buy
$15.0K–$50.0K
14d lagtraded 2024-12-09PTR ↗
2024-11-21—Hosp HLTH Due 08/01/49Buy
$15.0K–$50.0K
15d lagtraded 2024-11-06PTR ↗
2024-11-21—Due Jan 1, 2032Buy
$15.0K–$50.0K
16d lagtraded 2024-11-05PTR ↗
2024-11-21—TPK Tran Due 08/15/42Buy
$1.00K–$15.0K
17d lagtraded 2024-11-04PTR ↗
2024-11-07—Due Jul 1, 2034Sell
$500K–$1.00M
20d lagtraded 2024-10-18PTR ↗
2024-11-07—Due Nov 15, 2035Buy
$1.00K–$15.0K
10d lagtraded 2024-10-28PTR ↗
2024-11-07—Due Jun 15, 2035Buy
$500K–$1.00M
20d lagtraded 2024-10-18PTR ↗
2024-10-04—PWR Util Due 05/01/45Buy
$15.0K–$50.0K
16d lagtraded 2024-09-18PTR ↗
2024-09-09—Due Aug 1, 2026Sell
$500K–$1.00M
11d lagtraded 2024-08-29PTR ↗
2024-09-09MSFTNew JT Microsoft Corporation - Common StockSell
$100K–$250K
9d lagtraded 2024-08-31PTR ↗
2024-09-09—45 PWR Util Due 05/01/45Buy
$1.00K–$15.0K
17d lagtraded 2024-08-23PTR ↗
2024-09-09—36 Excise Tax Due 06/15/36Buy
$500K–$1.00M
11d lagtraded 2024-08-29PTR ↗
2024-08-23—Due Aug 1, 2028Buy
$15.0K–$50.0K
17d lagtraded 2024-08-06PTR ↗
2024-08-23—Due Sep 1, 2027Buy
$15.0K–$50.0K
18d lagtraded 2024-08-05PTR ↗
2024-08-23—TPK Tran Due 08/15/42Buy
$15.0K–$50.0K
11d lagtraded 2024-08-12PTR ↗
2024-08-06—Due Jun 1, 2044Sell
$500K–$1.00M
13d lagtraded 2024-07-24PTR ↗
2024-08-06—TPK Tran Due 08/15/42Buy
$500K–$1.00M
13d lagtraded 2024-07-24PTR ↗
2024-07-11—Due Aug 1, 2026Sell
$1.00K–$15.0K
13d lagtraded 2024-06-28PTR ↗
2024-06-20—Due Jun 15, 2030Buy
$15.0K–$50.0K
29d lagtraded 2024-05-22PTR ↗
2024-06-10—Due Jun 15, 2030Buy
$100K–$250K
24d lagtraded 2024-05-17PTR ↗
2024-06-10—New JT Pacific Co B1 Bond - Villa del SolBuy
$1.00M–$5.00M
17d lagtraded 2024-05-24PTR ↗
2024-06-10—Due Nov 1, 2040Sell
$500K–$1.00M
19d lagtraded 2024-05-22PTR ↗
2024-06-10—Due Nov 1, 2040Buy
$500K–$1.00M
19d lagtraded 2024-05-22PTR ↗
2024-03-08—Due Aug 1, 2028Buy
$500K–$1.00M
16d lagtraded 2024-02-21PTR ↗
2024-03-08MSFTNew SP Microsoft Corporation - Common StockSell
$100K–$250K
8d lagtraded 2024-02-29PTR ↗
2024-03-08—PWR Util Due 05/01/45Buy
$15.0K–$50.0K
16d lagtraded 2024-02-21PTR ↗
2024-02-21—Due Nov 15, 2035Buy
$500K–$1.00M
20d lagtraded 2024-02-01PTR ↗
2024-02-21—Due Dec 15, 2032Sell
$500K–$1.00M
20d lagtraded 2024-02-01PTR ↗
2024-02-21—Due Jun 1, 2044Buy
$50.0K–$100K
16d lagtraded 2024-02-05PTR ↗
2024-02-21—Due Jun 1, 2044Buy
$15.0K–$50.0K
9d lagtraded 2024-02-12PTR ↗
2024-02-21—Due Jun 1, 2044Buy
$15.0K–$50.0K
8d lagtraded 2024-02-13PTR ↗
2024-02-21—Due Jul 15, 2031Sell
$500K–$1.00M
20d lagtraded 2024-02-01PTR ↗
2024-02-05—Go Utx Due 10/01/32Buy
$15.0K–$50.0K
13d lagtraded 2024-01-23PTR ↗
2024-02-05—Due Jun 15, 2030Buy
$50.0K–$100K
5d lagtraded 2024-01-31PTR ↗
2024-02-05—Due Jun 1, 2044Buy
$1.00K–$15.0K
17d lagtraded 2024-01-19PTR ↗
2024-01-22—Due Nov 1, 2029Buy
$1.00K–$15.0K
18d lagtraded 2024-01-04PTR ↗
2024-01-22—PWR Util Due 05/01/45Sell
$15.0K–$50.0K
19d lagtraded 2024-01-03PTR ↗
2023-12-23—Due May 1, 2026Sell
$250K–$500K
15d lagtraded 2023-12-08PTR ↗
2023-12-23—Due Nov 1, 2029Buy
$15.0K–$50.0K
8d lagtraded 2023-12-15PTR ↗
2023-12-23—Due Jul 1, 2034Buy
$500K–$1.00M
16d lagtraded 2023-12-07PTR ↗
2023-12-23—Due Aug 1, 2026Sell
$15.0K–$50.0K
8d lagtraded 2023-12-15PTR ↗
2023-12-23—Due Jul 15, 2031Sell
$100K–$250K
15d lagtraded 2023-12-08PTR ↗
2023-12-23—SPL Tax Due 11/15/31Buy
$1.00K–$15.0K
18d lagtraded 2023-12-05PTR ↗
2023-12-13—Due Nov 1, 2027Buy
$1.00K–$15.0K
27d lagtraded 2023-11-16PTR ↗
2023-11-26—Due May 1, 2026Buy
$15.0K–$50.0K
23d lagtraded 2023-11-03PTR ↗
2023-11-26—Due Nov 1, 2029Buy
$15.0K–$50.0K
25d lagtraded 2023-11-01PTR ↗
2023-11-08—Due Nov 1, 2027Buy
$15.0K–$50.0K
23d lagtraded 2023-10-16PTR ↗
2023-11-08—Go Utx Due 08/15/31Buy
$1.00K–$15.0K
19d lagtraded 2023-10-20PTR ↗
2023-10-10—Due Aug 1, 2026Sell
$15.0K–$50.0K
11d lagtraded 2023-09-29PTR ↗
2023-10-10—Due Mar 7, 2024Buy
$1.00M–$5.00M
21d lagtraded 2023-09-19PTR ↗
2023-09-25—Due Sep 1, 2027Buy
$15.0K–$50.0K
19d lagtraded 2023-09-06PTR ↗
2023-09-11—Due Jun 15, 2030Buy
$15.0K–$50.0K
20d lagtraded 2023-08-22PTR ↗
2023-09-11MSFTNew SP Microsoft CorporationSell
$250K–$500K
12d lagtraded 2023-08-30PTR ↗
2023-09-11MSFTor spouse pursuant to forward contract dated 2/9/2022. SP Microsoft CorporationSell
$500K–$1.00M
11d lagtraded 2023-08-31PTR ↗
2023-09-11—Due Jul 15, 2031Buy
$15.0K–$50.0K
14d lagtraded 2023-08-28PTR ↗
2023-08-08—Due Jun 15, 2030Buy
$1.00K–$15.0K
8d lagtraded 2023-07-31PTR ↗
2023-08-08—Go Utx Due 08/15/31Buy
$15.0K–$50.0K
11d lagtraded 2023-07-28PTR ↗
2023-08-08—New JT US Treasury Bill US T Bill Due 01/11/24Buy
$1.00M–$5.00M
20d lagtraded 2023-07-19PTR ↗
2023-07-25—Due Jul 1, 2029Buy
$1.00K–$15.0K
11d lagtraded 2023-07-14PTR ↗
2023-07-07—Due Sep 1, 2027Buy
$15.0K–$50.0K
8d lagtraded 2023-06-29PTR ↗
2023-06-23—Due Dec 15, 2032Buy
$50.0K–$100K
17d lagtraded 2023-06-06PTR ↗
2023-06-23—Due Jun 1, 2044Buy
$15.0K–$50.0K
21d lagtraded 2023-06-02PTR ↗
2023-06-23—Go Utx Due 08/15/31Buy
$15.0K–$50.0K
16d lagtraded 2023-06-07PTR ↗
2023-06-14—SP MSFT Common StockSell
$1.00M–$5.00M
filed 288d latetraded 2022-08-30PTR ↗
2023-06-14—filer or spouse pursuant to forward contract dated 2/9/2022 SP MSFT Common StockSell
$250K–$500K
filed 105d latetraded 2023-03-01PTR ↗
2023-06-07—Hosp HLTH Due 08/01/49Buy
$15.0K–$50.0K
14d lagtraded 2023-05-24PTR ↗
2023-06-07—Due Jul 1, 2027Sell
$250K–$500K
20d lagtraded 2023-05-18PTR ↗
2023-06-07—Due Aug 1, 2026Buy
$15.0K–$50.0K
7d lagtraded 2023-05-31PTR ↗
2023-06-07—08/01/2030Sell
$500K–$1.00M
20d lagtraded 2023-05-18PTR ↗
2023-06-07—Due Mar 15, 2025Sell
$500K–$1.00M
15d lagtraded 2023-05-23PTR ↗
2023-06-07—Due Mar 1, 2035Buy
$500K–$1.00M
21d lagtraded 2023-05-17PTR ↗
2023-06-07—Due Nov 1, 2040Buy
$500K–$1.00M
16d lagtraded 2023-05-22PTR ↗
2023-05-25—Go Utx Due 08/15/31Buy
$15.0K–$50.0K
22d lagtraded 2023-05-03PTR ↗
2023-05-06—Due Jun 15, 2030Buy
$15.0K–$50.0K
11d lagtraded 2023-04-25PTR ↗
2023-05-06—Due Jan 1, 2031Buy
$15.0K–$50.0K
18d lagtraded 2023-04-18PTR ↗
2023-05-06—New JT US Treasury Bill23 U S T Bill Due 10/19/23Buy
$1.00M–$5.00M
16d lagtraded 2023-04-20PTR ↗
2023-04-10—Due Nov 1, 2029Buy
$1.00K–$15.0K
18d lagtraded 2023-03-23PTR ↗
2023-04-10—Due Mar 15, 2025Sell
$15.0K–$50.0K
11d lagtraded 2023-03-30PTR ↗
2023-03-20—Due Jan 1, 2032Buy
$1.00K–$15.0K
5d lagtraded 2023-03-15PTR ↗
2023-03-20—Due Jan 1, 2031Buy
$1.00K–$15.0K
13d lagtraded 2023-03-07PTR ↗
2023-03-07—Due Feb 1, 2032Buy
$15.0K–$50.0K
19d lagtraded 2023-02-16PTR ↗
2023-03-07—Util Due 05/01/45Buy
$1.00K–$15.0K
11d lagtraded 2023-02-24PTR ↗
2023-02-19—Due Jul 1, 2024Sell
$500K–$1.00M
10d lagtraded 2023-02-09PTR ↗
2023-02-19—Due Dec 15, 2032Buy
$500K–$1.00M
11d lagtraded 2023-02-08PTR ↗
2023-02-19—New JT Seattle WA MN LT PW PWR Util Due 05/01/45Buy
$50.0K–$100K
17d lagtraded 2023-02-02PTR ↗
2023-02-06—Due Nov 1, 2029Buy
$15.0K–$50.0K
10d lagtraded 2023-01-27PTR ↗
2023-02-06—Due Aug 1, 2026Buy
$15.0K–$50.0K
18d lagtraded 2023-01-19PTR ↗
2023-02-06—Due Aug 1, 2026Buy
$50.0K–$100K
14d lagtraded 2023-01-23PTR ↗
2023-02-06—Due Mar 15, 2025Buy
$1.00K–$15.0K
18d lagtraded 2023-01-19PTR ↗
2023-02-06—New JT Seattle WA MN LT PW PWR Util Due 05/01/45Buy
$1.00K–$15.0K
18d lagtraded 2023-01-19PTR ↗
2023-01-21—Due Jul 1, 2029Sell
$1.00K–$15.0K
18d lagtraded 2023-01-03PTR ↗
2023-01-21—PWR Util Due 05/01/45Buy
$15.0K–$50.0K
11d lagtraded 2023-01-10PTR ↗
2023-01-21—Go Utx Due 08/15/31Buy
$500K–$1.00M
15d lagtraded 2023-01-06PTR ↗
2023-01-21—Due Jan 1, 2026Sell
$1.00K–$15.0K
18d lagtraded 2023-01-03PTR ↗
2023-01-21—SPL Tax Due 11/15/31Buy
$500K–$1.00M
15d lagtraded 2023-01-06PTR ↗
2023-01-02—Due Nov 1, 2029Buy
$500K–$1.00M
17d lagtraded 2022-12-16PTR ↗
2023-01-02—Due 06/15/2030Sell
$500K–$1.00M
17d lagtraded 2022-12-16PTR ↗
2023-01-02—26 Comb Tax Due 10/01/26Sell
$500K–$1.00M
17d lagtraded 2022-12-16PTR ↗
2023-01-02—Due Sep 1, 2027Buy
$50.0K–$100K
18d lagtraded 2022-12-15PTR ↗
2023-01-02—Due Aug 1, 2025Sell
$500K–$1.00M
14d lagtraded 2022-12-19PTR ↗
2022-12-13—Due Aug 1, 2030Buy
$15.0K–$50.0K
12d lagtraded 2022-12-01PTR ↗
2022-11-28—Due Sep 1, 2023Sell
$50.0K–$100K
11d lagtraded 2022-11-17PTR ↗
2022-11-28—Due Apr 1, 2031Sell
$250K–$500K
11d lagtraded 2022-11-17PTR ↗
2022-11-28—Due Jun 1, 2027Buy
$15.0K–$50.0K
18d lagtraded 2022-11-10PTR ↗
2022-11-28—Due Nov 1, 2027Buy
$15.0K–$50.0K
24d lagtraded 2022-11-04PTR ↗
2022-11-28—Due Jan 1, 2032Buy
$250K–$500K
11d lagtraded 2022-11-17PTR ↗
2022-11-28—Due Feb 21, 2023Buy
$250K–$500K
19d lagtraded 2022-11-09PTR ↗
2022-11-28—Due May 11, 2023Buy
$1.00M–$5.00M
18d lagtraded 2022-11-10PTR ↗
2022-11-14—Due Aug 1, 2026Buy
$1.00K–$15.0K
26d lagtraded 2022-10-19PTR ↗
2022-11-14—Due Aug 1, 2026Buy
$50.0K–$100K
25d lagtraded 2022-10-20PTR ↗
2022-11-14—Due Aug 1, 2026Sell
$500K–$1.00M
21d lagtraded 2022-10-24PTR ↗
2022-11-14—Due Jun 1, 2044Buy
$500K–$1.00M
21d lagtraded 2022-10-24PTR ↗
2022-10-28—Due 03/15/27Sell
$500K–$1.00M
15d lagtraded 2022-10-13PTR ↗
2022-10-28—Due 11/01/27Buy
$1.00K–$15.0K
21d lagtraded 2022-10-07PTR ↗
2022-10-28—Due 08/01/25Buy
$15.0K–$50.0K
11d lagtraded 2022-10-17PTR ↗
2022-10-28—Due 06/15/30Buy
$15.0K–$50.0K
16d lagtraded 2022-10-12PTR ↗
2022-10-28—Due 08/01/26Buy
$500K–$1.00M
15d lagtraded 2022-10-13PTR ↗
2022-10-28—Due 06/15/30Buy
$1.00K–$15.0K
15d lagtraded 2022-10-13PTR ↗
2022-10-28—PWR Util Due 05/01/45Buy
$15.0K–$50.0K
11d lagtraded 2022-10-17PTR ↗
2022-10-28PWRPWRBuy
$1.00K–$15.0K
15d lagtraded 2022-10-13PTR ↗
2022-10-10—Due Mar 15, 2025Buy
$15.0K–$50.0K
18d lagtraded 2022-09-22PTR ↗
2022-10-10—Due Jun 15, 2030Buy
$1.00K–$15.0K
18d lagtraded 2022-09-22PTR ↗
2022-10-10—Due Jul 1, 2024Buy
$500K–$1.00M
14d lagtraded 2022-09-26PTR ↗
2022-10-10—New JT US Treasury Bill23 U S T Bill Due 09/07/23Buy
$1.00M–$5.00M
12d lagtraded 2022-09-28PTR ↗
2022-09-12—Due Sep 1, 2023Sell
$50.0K–$100K
11d lagtraded 2022-09-01PTR ↗
2022-09-12—22 Go Utx Due 08/23/22Sell
$500K–$1.00M
20d lagtraded 2022-08-23PTR ↗
2022-08-26—Due Feb 1, 2032Buy
$500K–$1.00M
24d lagtraded 2022-08-02PTR ↗
2022-08-26—Due Aug 1, 2030Buy
$250K–$500K
24d lagtraded 2022-08-02PTR ↗
2022-08-26—Due Aug 1, 2031Sell
$250K–$500K
24d lagtraded 2022-08-02PTR ↗
2022-08-26—Due 08/01/2030Buy
$1.00K–$15.0K
17d lagtraded 2022-08-09PTR ↗
2022-08-26—Due 03/15/2027Sell
$500K–$1.00M
24d lagtraded 2022-08-02PTR ↗
2022-08-26—Due 09/01/2027Buy
$15.0K–$50.0K
8d lagtraded 2022-08-18PTR ↗
2022-08-26—Due 07/15/31Buy
$15.0K–$50.0K
22d lagtraded 2022-08-04PTR ↗
2022-08-26—Due 8/1/2025Buy
$100K–$250K
8d lagtraded 2022-08-18PTR ↗
2022-08-26—Due 10/01/25Sell
$250K–$500K
8d lagtraded 2022-08-18PTR ↗
2022-08-08—Mult HSG Due 05/01/26Buy
$500K–$1.00M
17d lagtraded 2022-07-22PTR ↗
2022-07-25—Due 07/08/2022Sell
$500K–$1.00M
17d lagtraded 2022-07-08PTR ↗
2022-07-08—Due 07/08/2022Sell
$15.0K–$50.0K
8d lagtraded 2022-06-30PTR ↗
2022-07-08—Due 08/01/2049Buy
$500K–$1.00M
10d lagtraded 2022-06-28PTR ↗
2022-07-08—Due 06/15/2030Buy
$1.00K–$15.0K
14d lagtraded 2022-06-24PTR ↗
2022-07-08—Due 07/01/2029Sell
$15.0K–$50.0K
7d lagtraded 2022-07-01PTR ↗
2022-07-08—Due 08/01/2031Buy
$15.0K–$50.0K
24d lagtraded 2022-06-14PTR ↗
2022-07-08—Due 08/01/2049Sell
$500K–$1.00M
10d lagtraded 2022-06-28PTR ↗
2022-06-23—Go Utx Due 10/01/32Buy
$15.0K–$50.0K
10d lagtraded 2022-06-13PTR ↗
2022-06-23—Due 03/15/27Buy
$1.00K–$15.0K
14d lagtraded 2022-06-09PTR ↗
2022-06-23—Due 07/15/31Buy
$100K–$250K
16d lagtraded 2022-06-07PTR ↗
2022-06-11—GO Utx Due 10/01/32Buy
$500K–$1.00M
24d lagtraded 2022-05-18PTR ↗
2022-06-11—Due 05/01/23Sell
$250K–$500K
23d lagtraded 2022-05-19PTR ↗
2022-05-23—Due 05/15/2026Sell
$250K–$500K
7d lagtraded 2022-05-16PTR ↗
2022-05-23—Due 06/01/2027Sell
$500K–$1.00M
17d lagtraded 2022-05-06PTR ↗
2022-05-23—Due 06/15/2030Buy
$250K–$500K
20d lagtraded 2022-05-03PTR ↗
2022-05-23—Due 11/01/2027Buy
$500K–$1.00M
17d lagtraded 2022-05-06PTR ↗
2022-05-23—Due 08/01/2026Buy
$1.00K–$15.0K
13d lagtraded 2022-05-10PTR ↗
2022-05-08—due 3/15/2027Buy
$15.0K–$50.0K
12d lagtraded 2022-04-26PTR ↗
2022-05-08—Due 1/1/2027Sell
$250K–$500K
4d lagtraded 2022-05-04PTR ↗
2022-05-08—due 5/1/2045Buy
$1.00K–$15.0K
20d lagtraded 2022-04-18PTR ↗
2022-04-20—Due 03/15/2027Buy
$1.00K–$15.0K
9d lagtraded 2022-04-11PTR ↗
2022-03-09MSFTSP Forward ContractBuy
$5.00M–$25.0M
28d lagtraded 2022-02-09PTR ↗
2022-03-09—following the vesting of RSUs every six months through 2024 SP MSFT Common StockSell
$500K–$1.00M
9d lagtraded 2022-02-28PTR ↗
2021-10-29MSFTNew SP Microsoft CorporationSell
$5.00M–$25.0M
11d lagtraded 2021-10-18PTR ↗
2021-10-15MSFTNew SP Microsoft CorporationSell
$5.00M–$25.0M
42d lagtraded 2021-09-03PTR ↗
2021-09-15MSFTSP Microsoft CorporationBuy
$5.00M–$25.0M
15d lagtraded 2021-08-31PTR ↗
2021-09-15MSFTNew SP Microsoft CorporationBuy
$250K–$500K
16d lagtraded 2021-08-30PTR ↗
2021-08-06MSFTRedemption SP Microsoft CorporationBuy
$1.00K–$15.0K
35d lagtraded 2021-07-02PTR ↗
2021-04-13MSFTNew SP Microsoft CorporationSell
$500K–$1.00M
40d lagtraded 2021-03-04PTR ↗
2021-04-13MSFTNew JT Microsoft CorporationBuy
$1.00K–$15.0K
13d lagtraded 2021-03-31PTR ↗
2021-01-13MSFTNew SP Microsoft CorporationSell
$250K–$500K
43d lagtraded 2020-12-01PTR ↗
2020-11-09MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
40d lagtraded 2020-09-30PTR ↗
2020-11-09MSFTNew SP Microsoft CorporationSell
$5.00M–$25.0M
filed 68d latetraded 2020-09-02PTR ↗
2020-09-14MSFTSP Microsoft CorporationBuy
$5.00M–$25.0M
14d lagtraded 2020-08-31PTR ↗
2020-08-10MSFTNew SP Microsoft CorporationSell
$1.00M–$5.00M
13d lagtraded 2020-07-28PTR ↗
2020-07-15MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2020-06-30PTR ↗
2020-04-14MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
14d lagtraded 2020-03-31PTR ↗
2020-04-14MSFTNew SP Microsoft CorporationBuy
$500K–$1.00M
43d lagtraded 2020-03-02PTR ↗
2020-01-15MSFTSP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2019-12-31PTR ↗
2019-11-14—Redemption SP Manning & Napier, Inc. Class aSell
$100K–$250K
20d lagtraded 2019-10-25PTR ↗
2019-10-15MSFTPartial Redemption SP Microsoft CorporationBuy
$5.00M–$25.0M
42d lagtraded 2019-09-03PTR ↗
2019-10-15MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2019-09-30PTR ↗
2019-10-15MSFTNew SP Microsoft CorporationSell
$5.00M–$25.0M
41d lagtraded 2019-09-04PTR ↗
2019-09-15MSFTSP Microsoft CorporationSell
$500K–$1.00M
18d lagtraded 2019-08-28PTR ↗
2019-07-16MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
18d lagtraded 2019-06-28PTR ↗
2019-05-08MSFTJT Microsoft CorporationBuy
$1.00M–$5.00M
filed 146d latetraded 2018-12-13PTR ↗
2019-04-12MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
14d lagtraded 2019-03-29PTR ↗
2019-04-12MSFTNew SP Microsoft CorporationSell
$500K–$1.00M
38d lagtraded 2019-03-05PTR ↗
2019-03-15MSFTSP Microsoft CorporationBuy
$500K–$1.00M
15d lagtraded 2019-02-28PTR ↗
2019-01-15MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2018-12-31PTR ↗
2018-10-16MSFTSP Microsoft CorporationSell
$5.00M–$25.0M
42d lagtraded 2018-09-04PTR ↗
2018-10-16MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
18d lagtraded 2018-09-28PTR ↗
2018-09-14MSFTNew SP Microsoft CorporationBuy
$5.00M–$25.0M
14d lagtraded 2018-08-31PTR ↗
2018-09-14MSFTNew SP Microsoft CorporationBuy
$250K–$500K
16d lagtraded 2018-08-29PTR ↗
2018-08-29MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
filed 58d latetraded 2018-07-02PTR ↗
2018-06-15—Due 10/01/2025Buy
$250K–$500K
29d lagtraded 2018-05-17PTR ↗
2018-06-15—Due 02/01/2029Sell
$250K–$500K
29d lagtraded 2018-05-17PTR ↗
2018-06-15—Due 01/01/2026Buy
$250K–$500K
37d lagtraded 2018-05-09PTR ↗
2018-04-13—Due Jan 1, 2027Buy
$1.00K–$15.0K
17d lagtraded 2018-03-27PTR ↗
2018-04-13MSFTNew SP Microsoft CorporationSell
$100K–$250K
43d lagtraded 2018-03-01PTR ↗
2018-04-13MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2018-03-29PTR ↗
2018-03-06—Due 06/27/18Buy
$250K–$500K
8d lagtraded 2018-02-26PTR ↗
2018-03-06MSFTNew SP Microsoft CorporationBuy
$250K–$500K
6d lagtraded 2018-02-28PTR ↗
2018-02-16—Due 01/16/2018Sell
$100K–$250K
31d lagtraded 2018-01-16PTR ↗
2018-01-10—DuE 08/01/2021Buy
$250K–$500K
34d lagtraded 2017-12-07PTR ↗
2018-01-10—DuE 06/30/2019Sell
$250K–$500K
34d lagtraded 2017-12-07PTR ↗
2018-01-10—DuE 06/30/19Sell
$15.0K–$50.0K
35d lagtraded 2017-12-06PTR ↗
2018-01-10—DuE 06/30/2023Sell
$250K–$500K
35d lagtraded 2017-12-06PTR ↗
2018-01-10—DuE 10/01/2024Buy
$250K–$500K
35d lagtraded 2017-12-06PTR ↗
2018-01-10MSFTNew JT Microsoft CorporationBuy
$1.00K–$15.0K
12d lagtraded 2017-12-29PTR ↗
2017-12-16—Due 07/01/2020Buy
$250K–$500K
37d lagtraded 2017-11-09PTR ↗
2017-12-16—Due 08/01/2023Sell
$100K–$250K
19d lagtraded 2017-11-27PTR ↗
2017-12-16—Due 08/31/2024Sell
$100K–$250K
19d lagtraded 2017-11-27PTR ↗
2017-12-16—Due 08/31/2024Buy
$100K–$250K
33d lagtraded 2017-11-13PTR ↗
2017-12-16—Due 09/15/2023Sell
$100K–$250K
37d lagtraded 2017-11-09PTR ↗
2017-12-16—Due 10/01/2019Sell
$250K–$500K
19d lagtraded 2017-11-27PTR ↗
2017-11-11—1/1/2027Sell
$100K–$250K
26d lagtraded 2017-10-16PTR ↗
2017-11-11—11/01/2024Sell
$250K–$500K
17d lagtraded 2017-10-25PTR ↗
2017-11-11—12/15/2019Buy
$15.0K–$50.0K
22d lagtraded 2017-10-20PTR ↗
2017-11-11—2/1/2029Buy
$250K–$500K
17d lagtraded 2017-10-25PTR ↗
2017-11-11—1/1/2029Buy
$100K–$250K
29d lagtraded 2017-10-13PTR ↗
2017-11-03MSFTer asset transaction type Date notification Date amount SP Microsoft CorporationSell
$250K–$500K
filed 59d latetraded 2017-09-05PTR ↗
2017-11-03MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
35d lagtraded 2017-09-29PTR ↗
2017-09-19—Due 05/01/2039Buy
$250K–$500K
32d lagtraded 2017-08-18PTR ↗
2017-09-19MSFTNew SP Microsoft CorporationBuy
$250K–$500K
21d lagtraded 2017-08-29PTR ↗
2017-09-19MSFTNew SP Microsoft CorporationBuy
$100K–$250K
19d lagtraded 2017-08-31PTR ↗
2017-09-19MSFTNew SP Microsoft CorporationBuy
$250K–$500K
19d lagtraded 2017-08-31PTR ↗
2017-09-19—Dye 04/01/2041Sell
$250K–$500K
27d lagtraded 2017-08-23PTR ↗
2017-08-16—01/15/2018Sell
$100K–$250K
16d lagtraded 2017-07-31PTR ↗
2017-08-16—08/01/2029Buy
$250K–$500K
21d lagtraded 2017-07-26PTR ↗
2017-08-16—05/15/2022Sell
$250K–$500K
21d lagtraded 2017-07-26PTR ↗
2017-07-16—Due 02/15/2025Buy
$250K–$500K
39d lagtraded 2017-06-07PTR ↗
2017-07-16MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
16d lagtraded 2017-06-30PTR ↗
2017-07-16—Due 06/30/2023Sell
$50.0K–$100K
37d lagtraded 2017-06-09PTR ↗
2017-06-08—iD owner asset transaction type Date notification Date amount JT Nasdaq Inc NoteSell
$100K–$250K
13d lagtraded 2017-05-26PTR ↗
2017-05-10—due 01/01/2027Buy
$15.0K–$50.0K
23d lagtraded 2017-04-17PTR ↗
2017-05-10—Due 04/01/2041Sell
$1.00K–$15.0K
37d lagtraded 2017-04-03PTR ↗
2017-04-05MSFTer asset transaction type Date notification Date amount SP Microsoft CorporationSell
$50.0K–$100K
35d lagtraded 2017-03-01PTR ↗
2017-02-11—Due 02/01/21Sell
$500K–$1.00M
36d lagtraded 2017-01-06PTR ↗
2017-02-11—Due 07/01/25Sell
$250K–$500K
30d lagtraded 2017-01-12PTR ↗
2017-02-11—Due 06/30/2019Buy
$250K–$500K
36d lagtraded 2017-01-06PTR ↗
2017-02-11—Due 06/30/2018Buy
$250K–$500K
36d lagtraded 2017-01-06PTR ↗
2017-02-11—Due 06/30/23Buy
$250K–$500K
30d lagtraded 2017-01-12PTR ↗
2017-01-10MSFTer asset transaction type Date notification Date amount SP Microsoft CorporationBuy
$1.00K–$15.0K
11d lagtraded 2016-12-30PTR ↗
2016-12-11—Due 01/22/17Sell
$100K–$250K
26d lagtraded 2016-11-15PTR ↗
2016-12-11—Due 03/22/17Sell
$100K–$250K
26d lagtraded 2016-11-15PTR ↗
2016-12-11—Due 11/01/39Buy
$250K–$500K
26d lagtraded 2016-11-15PTR ↗
2016-12-11—Due 11/01/39Sell
$250K–$500K
18d lagtraded 2016-11-23PTR ↗
2016-12-11—Due 04/01/21Sell
$100K–$250K
18d lagtraded 2016-11-23PTR ↗
2016-12-11—Educ univ Due 10/01/19Buy
$250K–$500K
18d lagtraded 2016-11-23PTR ↗
2016-11-15—Due 03/16/20Sell
$250K–$500K
25d lagtraded 2016-10-21PTR ↗
2016-11-15—Due 01/16/18Sell
$15.0K–$50.0K
21d lagtraded 2016-10-25PTR ↗
2016-11-15—Due 01/15/18Sell
$50.0K–$100K
22d lagtraded 2016-10-24PTR ↗
2016-11-15—Due 11/01/24Sell
$50.0K–$100K
21d lagtraded 2016-10-25PTR ↗
2016-11-15—Due 07/01/28Buy
$250K–$500K
32d lagtraded 2016-10-14PTR ↗
2016-11-15—Due 05/15/22Sell
$50.0K–$100K
22d lagtraded 2016-10-24PTR ↗
2016-11-15—Due 01/16/18Sell
$50.0K–$100K
22d lagtraded 2016-10-24PTR ↗
2016-11-15—Due 12/15/2019Buy
$250K–$500K
25d lagtraded 2016-10-21PTR ↗
2016-11-15—due 07/01/2018Sell
$250K–$500K
28d lagtraded 2016-10-18PTR ↗
2016-11-15—New JT Roper Ind 2.05 Due 10/01/2018Sell
$250K–$500K
25d lagtraded 2016-10-21PTR ↗
2016-11-15—Due 09/15/23Sell
$15.0K–$50.0K
22d lagtraded 2016-10-24PTR ↗
2016-11-15—Due 04/01/21Sell
$50.0K–$100K
22d lagtraded 2016-10-24PTR ↗
2016-10-16MSFTer asset transaction type Date notification Date amount SP Microsoft CorporationSell
$250K–$500K
45d lagtraded 2016-09-01PTR ↗
2016-09-12—04/01/2047Sell
$250K–$500K
33d lagtraded 2016-08-10PTR ↗
2016-09-12—01/01/2027Buy
$250K–$500K
35d lagtraded 2016-08-08PTR ↗
2016-09-12MSFTNew SP Microsoft CorporationBuy
$100K–$250K
14d lagtraded 2016-08-29PTR ↗
2016-09-12MSFTNew SP Microsoft CorporationBuy
$250K–$500K
12d lagtraded 2016-08-31PTR ↗
2016-07-13—ype Date Notification Date Amount JT 8point3 Energy Partners lP - Class A SharesSell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13AYIJT Acuity Brands IncSell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13BMINew JT Badger Meter, Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13—Due 04/01/47Sell
$100K–$250K
20d lagtraded 2016-06-23PTR ↗
2016-07-13BWANew JT BorgWarner Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13CGNXNew JT Cognex CorporationSell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13—Due 05/15/26Sell
$100K–$250K
20d lagtraded 2016-06-23PTR ↗
2016-07-13—JT Fanuc CorpSell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13HASINew JT Hannon Armstrong Sustainable Infrastructure Capital, Inc.Sell
$50.0K–$100K
34d lagtraded 2016-06-09PTR ↗
2016-07-13—Due 09/01/23Sell
$50.0K–$100K
20d lagtraded 2016-06-23PTR ↗
2016-07-13ITRINew JT Itron, Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13JCINew JT Johnson Controls, Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13MSFTNew JT Microsoft CorporationBuy
$1.00K–$15.0K
13d lagtraded 2016-06-30PTR ↗
2016-07-13—Due 03/22/2016Sell
$50.0K–$100K
16d lagtraded 2016-06-27PTR ↗
2016-07-13—Due 07/01/18Sell
$100K–$250K
20d lagtraded 2016-06-23PTR ↗
2016-07-13—Due 08/01/23Buy
$15.0K–$50.0K
42d lagtraded 2016-06-01PTR ↗
2016-07-13—New JT Pattern Energy Group Inc. - Class ASell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13—JT Raven Industries, Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13—JT Silver Spring Networks, Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13SEDGNew JT SolarEdge Technologies, Inc.Sell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13SPWRNew JT SunPower CorporationSell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13TRMBJT Trimble Navigation limitedSell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-07-13—Due 06/30/2018Sell
$50.0K–$100K
19d lagtraded 2016-06-24PTR ↗
2016-07-13WTSNew JT Watts Water Technologies, Inc. Class ASell
$15.0K–$50.0K
34d lagtraded 2016-06-09PTR ↗
2016-06-15—Due 9/1/23Buy
$15.0K–$50.0K
26d lagtraded 2016-05-20PTR ↗
2016-06-15—New JT Potash Corporation of Saskatchewan Inc.Buy
$15.0K–$50.0K
34d lagtraded 2016-05-12PTR ↗
2016-05-13JCIr asset transaction type Date notification Date amount JT Johnson Controls, Inc.Sell
$1.00K–$15.0K
25d lagtraded 2016-04-18PTR ↗
2016-05-13—Due 08/01/23Buy
$50.0K–$100K
25d lagtraded 2016-04-18PTR ↗
2016-04-15SPWRNew JT SunPower CorporationBuy
$1.00K–$15.0K
44d lagtraded 2016-03-02PTR ↗
2016-04-15BMINew JT Badger Meter, Inc.Sell
$1.00K–$15.0K
44d lagtraded 2016-03-02PTR ↗
2016-04-15—Due 05/01/22Sell
$250K–$500K
15d lagtraded 2016-03-31PTR ↗
2016-04-15—Due 11/01/24Sell
$100K–$250K
37d lagtraded 2016-03-09PTR ↗
2016-04-15—Due 06/24/16Sell
$100K–$250K
38d lagtraded 2016-03-08PTR ↗
2016-04-15ITRINew JT Itron, Inc.Sell
$1.00K–$15.0K
30d lagtraded 2016-03-16PTR ↗
2016-04-15MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2016-03-31PTR ↗
2016-04-15—Due 08/01/23Sell
$100K–$250K
37d lagtraded 2016-03-09PTR ↗
2016-03-11WMSransaction Type Date Notification Date Amount JT advanced Drainage Systems, Inc.Sell
$15.0K–$50.0K
38d lagtraded 2016-02-02PTR ↗
2016-03-11CCCNew JT Calgon Carbon CorporationSell
$15.0K–$50.0K
14d lagtraded 2016-02-26PTR ↗
2016-03-11—Due 06-24-16Sell
$250K–$500K
16d lagtraded 2016-02-24PTR ↗
2016-03-11MSFTNew SP Microsoft CorporationSell
$100K–$250K
24d lagtraded 2016-02-16PTR ↗
2016-03-11TRMBNew JT Trimble Navigation limitedBuy
$15.0K–$50.0K
14d lagtraded 2016-02-26PTR ↗
2016-03-11—Due 09-15-2016Buy
$250K–$500K
16d lagtraded 2016-02-24PTR ↗
2016-02-15SPWRForeign Exchange Position JT SunPower CorporationBuy
$1.00K–$15.0K
25d lagtraded 2016-01-21PTR ↗
2016-01-14MSFTNew SP Microsoft CorporationBuy
$15.0K–$50.0K
14d lagtraded 2015-12-31PTR ↗
2015-12-11—Due 09/01/17Sell
$250K–$500K
31d lagtraded 2015-11-10PTR ↗
2015-12-11—Due 07/01/2018Sell
$100K–$250K
16d lagtraded 2015-11-25PTR ↗
2015-12-11—New JT Meyer BurgerSell
$1.00K–$15.0K
29d lagtraded 2015-11-12PTR ↗
2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary SharesSell
$1.00K–$15.0K
30d lagtraded 2015-11-11PTR ↗
2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary SharesSell
$1.00K–$15.0K
24d lagtraded 2015-11-17PTR ↗
2015-12-11—New JT MiX Telematics limited americanSell
$1.00K–$15.0K
18d lagtraded 2015-11-23PTR ↗
2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary SharesSell
$1.00K–$15.0K
17d lagtraded 2015-11-24PTR ↗
2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary SharesSell
$1.00K–$15.0K
16d lagtraded 2015-11-25PTR ↗
2015-12-11—Due 12/01/33Buy
$250K–$500K
16d lagtraded 2015-11-25PTR ↗
2015-12-11—New JT Southwestern Energy CompanySell
$15.0K–$50.0K
25d lagtraded 2015-11-16PTR ↗
2015-12-11—Due 07/31/2016Sell
$100K–$250K
31d lagtraded 2015-11-10PTR ↗
2015-12-11—Due 07/31/2016Sell
$100K–$250K
11d lagtraded 2015-11-30PTR ↗
2015-11-11MSFTer asset transaction type Date notification Date amount SP Microsoft CorporationBuy
$1.00K–$15.0K
33d lagtraded 2015-10-09PTR ↗
2015-11-11MSFTNew SP Microsoft CorporationBuy
$1.00K–$15.0K
15d lagtraded 2015-10-27PTR ↗
2015-11-11—DuE 07/01/18Buy
$15.0K–$50.0K
29d lagtraded 2015-10-13PTR ↗
2015-10-15—DuE 03/16/2020Sell
$15.0K–$50.0K
29d lagtraded 2015-09-16PTR ↗
2015-10-15—DuE 04/01/2047Sell
$50.0K–$100K
29d lagtraded 2015-09-16PTR ↗
2015-10-15—06/24/2016Sell
$50.0K–$100K
24d lagtraded 2015-09-21PTR ↗
2015-10-15—DuE 02/01/2021Sell
$50.0K–$100K
27d lagtraded 2015-09-18PTR ↗
2015-10-15—DuE 02/01/2021Sell
$50.0K–$100K
29d lagtraded 2015-09-16PTR ↗
2015-10-15—09/01/2023Sell
$50.0K–$100K
27d lagtraded 2015-09-18PTR ↗
2015-10-15—New JT lOWER COlO RIV auTH TEX 5.00 DuE 05/15/2022Sell
$50.0K–$100K
27d lagtraded 2015-09-18PTR ↗
2015-10-15—DuESell
$15.0K–$50.0K
29d lagtraded 2015-09-16PTR ↗
2015-10-15—DuE 08/01/2023Sell
$100K–$250K
24d lagtraded 2015-09-21PTR ↗
2015-10-15—DuE 06/15/2020Sell
$50.0K–$100K
29d lagtraded 2015-09-16PTR ↗
2015-10-15—DuE 10/01/2018Sell
$15.0K–$50.0K
29d lagtraded 2015-09-16PTR ↗
2015-10-15—DuE 04/01/2021Sell
$15.0K–$50.0K
29d lagtraded 2015-09-16PTR ↗
2015-09-14—DuE 07/31/20Sell
$250K–$500K
35d lagtraded 2015-08-10PTR ↗
2015-09-14—DuE 03/16/20Sell
$15.0K–$50.0K
35d lagtraded 2015-08-10PTR ↗
2015-09-14—New JT Fanuc CorpBuy
$15.0K–$50.0K
39d lagtraded 2015-08-06PTR ↗
2015-09-14—DuE 06/24/16Sell
$50.0K–$100K
35d lagtraded 2015-08-10PTR ↗
2015-09-14MSFTNew SP Microsoft CorporationBuy
$100K–$250K
14d lagtraded 2015-08-31PTR ↗
2015-09-14—DuE 03/22/2017Sell
$1.00K–$15.0K
35d lagtraded 2015-08-10PTR ↗
2015-09-14—DuE 10/01/18Sell
$15.0K–$50.0K
35d lagtraded 2015-08-10PTR ↗
2015-09-14SPWRNew JT SunPower CorporationSell
$1.00K–$15.0K
33d lagtraded 2015-08-12PTR ↗
2015-09-14SPWRNew JT SunPower CorporationSell
$15.0K–$50.0K
25d lagtraded 2015-08-20PTR ↗
2015-09-14—DuE 04/01/21Sell
$15.0K–$50.0K
34d lagtraded 2015-08-11PTR ↗
2015-08-10—DuE 11/01/24Buy
$15.0K–$50.0K
40d lagtraded 2015-07-01PTR ↗
2015-08-10WTSNew JT Watts Water Technologies, Inc. Class aBuy
$1.00K–$15.0K
14d lagtraded 2015-07-27PTR ↗
2015-07-12—DuE 11/15/16Sell
$250K–$500K
31d lagtraded 2015-06-11PTR ↗
2015-07-12—DuE 02/01/21Buy
$500K–$1.00M
32d lagtraded 2015-06-10PTR ↗
2015-07-12—DuE 01/22/17Buy
$15.0K–$50.0K
34d lagtraded 2015-06-08PTR ↗
2015-07-12—DuE 03/22/17Buy
$15.0K–$50.0K
12d lagtraded 2015-06-30PTR ↗
2015-07-12—DuE 01/01/18Sell
$250K–$500K
30d lagtraded 2015-06-12PTR ↗
2015-05-10—Due 01/15/18Buy
$250K–$500K
11d lagtraded 2015-04-29PTR ↗
2015-05-10—Due 08/15/17Sell
$250K–$500K
39d lagtraded 2015-04-01PTR ↗
2015-05-10—Due 07/01/16Sell
$100K–$250K
38d lagtraded 2015-04-02PTR ↗
2015-05-10—Due 01/01/20Sell
$250K–$500K
34d lagtraded 2015-04-06PTR ↗
2015-05-10ITRINew JT Itron, Inc.Buy
$15.0K–$50.0K
31d lagtraded 2015-04-09PTR ↗
2015-05-10—Due 08/01/23Buy
$500K–$1.00M
39d lagtraded 2015-04-01PTR ↗
2015-05-10—Due 04/01/41Sell
$1.00K–$15.0K
39d lagtraded 2015-04-01PTR ↗
2015-05-10—Due 06/30/2018Buy
$250K–$500K
20d lagtraded 2015-04-20PTR ↗
2015-04-16WMSransaction type Date notification Date amount JT advanced Drainage Systems, Inc.Buy
$15.0K–$50.0K
41d lagtraded 2015-03-06PTR ↗
2015-04-16—Due 03/16/20Buy
$250K–$500K
38d lagtraded 2015-03-09PTR ↗
2015-04-16ERIINew JT Energy Recovery, Inc.Sell
$1.00K–$15.0K
38d lagtraded 2015-03-09PTR ↗
2015-04-16ERIINew JT Energy Recovery, Inc.Sell
$1.00K–$15.0K
41d lagtraded 2015-03-06PTR ↗
2015-04-16—Due 07/31/2020Sell
$250K–$500K
37d lagtraded 2015-03-10PTR ↗
2015-03-10—Due 05/15/19Buy
$250K–$500K
33d lagtraded 2015-02-05PTR ↗
2015-03-10—Due 10/15/17Buy
$250K–$500K
25d lagtraded 2015-02-13PTR ↗
2015-03-10—Tran air Due 11/15/18Sell
$500K–$1.00M
34d lagtraded 2015-02-04PTR ↗
2015-03-10—24 Due 11/01/24Buy
$15.0K–$50.0K
18d lagtraded 2015-02-20PTR ↗
2015-03-10—40 gO uTX Due 02/15/40Sell
$100K–$250K
21d lagtraded 2015-02-17PTR ↗
2015-03-10—Due 10/01/18Buy
$250K–$500K
34d lagtraded 2015-02-04PTR ↗
2015-02-13CSIQaction type Date notification Date amount JT Canadian Solar Inc. - common sharesSell
$15.0K–$50.0K
30d lagtraded 2015-01-14PTR ↗
2015-01-19ERIIer Asset Transaction Type Date Notification Date Amount JT Energy Recovery, Inc.Buy
$1.00K–$15.0K
filed 46d latetraded 2014-12-04PTR ↗
2015-01-19ERIINew JT Energy Recovery, Inc.Buy
$1.00K–$15.0K
45d lagtraded 2014-12-05PTR ↗
2015-01-19—Due 06/24/16Sell
$15.0K–$50.0K
26d lagtraded 2014-12-24PTR ↗
2015-01-19—Due 04/01/15Sell
$100K–$250K
filed 47d latetraded 2014-12-03PTR ↗
2015-01-19—Tax Due 01/01/18Sell
$250K–$500K
filed 47d latetraded 2014-12-03PTR ↗
2015-01-19—Due 07/31/20Buy
$500K–$1.00M
filed 47d latetraded 2014-12-03PTR ↗
2015-01-19—Due 04/01/21Buy
$250K–$500K
26d lagtraded 2014-12-24PTR ↗
How we built this

Holdings come from Suzan K. DelBene's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).