Scott H. Peters

U.S. House·CA·last disclosed 2026-07-10

Disclosed book · year-end value

$36.4M

midpoint est. · $19.1M+ — not market value

73 holdings · $16.2M equity · $20.2M non-equity

Our verdict on their book · $-weighted, equity only

Not covered100.0%

Disclosed trades

478

Buys · Sells

292 · 186

Median reporting lag

33d

avg 31d to disclose

Last disclosed

2026-07-10

Trade cadence · buys above, sells below · last 12 mo

Jul

Aug

Sep

Oct

Nov

Dec

Jan ’26

Feb

Mar

Apr

May

Jun

What Scott H. Peters owns now

Year-end holdings from their latest annual disclosure · 73 holdings · as of 2023

AWEIX

$1.00M–$5.00M8%

No call

IVV

$1.00M–$5.00M8%

No call

IWR

$1.00M–$5.00M8%

No call

15,000 Rancho Corte Madera, Inc.non-equity

$1.00M–$5.00M8%

No call

Pooled Investment Fund American Funds 2025 Trgt Date Retirenon-equity

$500K–$1.00M2%

Tax-Deferred Dublin CA Unified Sch Distnon-equity

$500K–$1.00M2%

50,000 East Bay MUD SYS CAnon-equity

$500K–$1.00M2%

Show all 73 holdings

50,000 Enterprise CA Elem Sch Dist Rfdgnon-equity

$500K–$1.00M2%

SP None None Foothill-DeAnza CCD CA Educnon-equity

$500K–$1.00M2%

IWP

$500K–$1.00M2%

No call

None Los Angeles CA GO UTXnon-equity

$500K–$1.00M2%

50,000 Los Angeles CA IMPTSchnon-equity

$500K–$1.00M2%

50,000 Los Angeles, CA Dept. of Water & Powernon-equity

$500K–$1.00M2%

MMIIX

$500K–$1.00M2%

No call

2,500 Oceanside CA IMPT SCHnon-equity

$500K–$1.00M2%

15,000 San Carlos CA SD Impt Schnon-equity

$500K–$1.00M2%

SWKXX

$500K–$1.00M2%

No call

SPYG

$500K–$1.00M2%

No call

15,000 Visalia CA Uni IMPT SCHnon-equity

$500K–$1.00M2%

2,500 CA Infra & Dev Bk Comb Utilnon-equity

$500K+1%

Alhambra CA USD SCHnon-equity

$250K–$500K1%

15,000 CA ST UNIV PUB EDUCnon-equity

$250K–$500K1%

None Los Angeles County Excise Taxnon-equity

$250K–$500K1%

Pooled Investment Fund/Venture Capital Lynett Capital Partners III, LPnon-equity

$250K–$500K1%

5,000 Manufacturers Drive LLCnon-equity

$250K–$500K1%

5,000 Paris TX, GO LTXnon-equity

$250K–$500K1%

15,000 Pasadena CA Area CC Educnon-equity

$250K–$500K1%

15,000 Pittsburg CA Wtr Utilnon-equity

$250K–$500K1%

Working Cattle Ranch Regeneration VC Fund 1 LPnon-equity

$250K–$500K1%

2,500 Sacramento Muni Util Distnon-equity

$250K–$500K1%

15,000 San Diego CA UNI GO UTXnon-equity

$250K–$500K1%

100,000 Sinclair & Rushnon-equity

$250K–$500K1%

Manufacturing Company Solano CA CCD Educnon-equity

$250K–$500K1%

5,000 StepStone Tactical Growth Fund III, LPnon-equity

$250K–$500K1%

VEA

$250K–$500K1%

No call

VTV

$250K–$500K1%

No call

15,000 Allocate Alpha Fund II LPnon-equity

$100K–$250K0%

Pooled Investment Fund Allocate Premier Access Fundnon-equity

$100K–$250K0%

None Bank of America Cash Accountnon-equity

$100K–$250K0%

5,000 Charles Schwab Cash Accountnon-equity

$100K–$250K0%

50,000 Coinfund Liquid Opportunities Onshorenon-equity

$100K–$250K0%

Own/operate mobile home park GV Pines Apartments, LLCnon-equity

$100K–$250K0%

50,000 Lynett Capital Partners II LPnon-equity

$100K–$250K0%

Pooled Investment Fund/Venture Capital Mammoth CA USD IMPT SCHnon-equity

$100K–$250K0%

5,000 Mariposa CTY, CA IMPT SCHnon-equity

$100K–$250K0%

100,000 Riverside CA Sewer Utilnon-equity

$100K–$250K0%

50,000 San Diego CA Trans Excise Taxnon-equity

$100K–$250K0%

2,500 San Francisco CA Sewer Utilnon-equity

$100K–$250K0%

SNVXX

$100K–$250K0%

No call

2,500 Upper Sta Clr JPA Wtr Utilnon-equity

$100K–$250K0%

ABL Space Systemsnon-equity

$100K–$250K0%

200 Broadview Hghts OH GO UTXnon-equity

$50.0K–$100K0%

None GV Christi LLCnon-equity

$50.0K–$100K0%

Pooled Investment Fund/Venture Capital Los Angeles CA FINL SCHnon-equity

$50.0K–$100K0%

Packaging Company Novato CA USD IMPT SCHnon-equity

$50.0K–$100K0%

15,000 Sacramento CA WTR UTILnon-equity

$50.0K–$100K0%

None San Diego CA WTR UTILnon-equity

$50.0K–$100K0%

2,500 San Diego, CA IMPT SCHnon-equity

$50.0K–$100K0%

1,000,000 UNIV CA PUB EDUCnon-equity

$50.0K–$100K0%

5,000 Valo Ventures GP II, LPnon-equity

$50.0K–$100K0%

VOO

$50.0K–$100K0%

No call

VTI

$50.0K–$100K0%

No call

5,000 Santa Clara CN CA HLTHnon-equity

$15.0K–$50.0K0%

SCAXX

$15.0K–$50.0K0%

No call

50,000 Torch Capital III LPnon-equity

$15.0K–$50.0K0%

VWO

$15.0K–$50.0K0%

No call

$15.0K–$50.0K0%

No call

Tax-Deferred Bank of Americanon-equity

$1.00K–$15.0K0%

50,000 Cameron Investment Corpnon-equity

$1.00K–$15.0K0%

Pooled Investment Fund Columbia Mgmt Advisors - City of San Diego Mngd Inc Fundnon-equity

$1.00K–$15.0K0%

50,000 Kent Street Group LLCnon-equity

$1.00K–$15.0K0%

None Winward Academy, LLCnon-equity

$1.00K–$15.0K0%

Reported asset value, disclosed ranges · how we built this

What Scott H. Peters did

478 disclosed trades

2026-07-10—Pooled Investment Fund SP Charlotte-Meckle HLTH▲ Buy

$250K–$500K

14d lagtraded 2026-06-26PTR ↗

2026-07-10—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

16d lagtraded 2026-06-24PTR ↗

2026-07-10—New SP Dublin CA UNIF SCH DIST▼ Sell

$100K–$250K

16d lagtraded 2026-06-24PTR ↗

2026-07-10—New SP Form Energy▲ Buy

$250K–$500K

14d lagtraded 2026-06-26PTR ↗

2026-07-10—Energy Storage SP Grapevine-Colleyville TX GO UTX▼ Sell

$50.0K–$100K

36d lagtraded 2026-06-04PTR ↗

2026-07-10—SP New York, NY City COMB TX▲ Buy

$500K–$1.00M

29d lagtraded 2026-06-11PTR ↗

2026-07-10—New SP San Juan CA UNI GO UTX▲ Buy

$50.0K–$100K

16d lagtraded 2026-06-24PTR ↗

2026-07-10—New SP Smash Capital Fund II LP▲ Buy

$100K–$250K

22d lagtraded 2026-06-18PTR ↗

2026-07-10—Pooled Investment Fund SP Southwestern Community Coll Educ▲ Buy

$500K–$1.00M

37d lagtraded 2026-06-03PTR ↗

2026-07-10—New SP U.S. Treasury Bill▼ Sell

$250K–$500K

15d lagtraded 2026-06-25PTR ↗

2026-07-10—New SP U.S. Treasury Bill▼ Sell

$50.0K–$100K

29d lagtraded 2026-06-11PTR ↗

2026-07-10—New SP U.S. Treasury Bills▲ Buy

$250K–$500K

39d lagtraded 2026-06-01PTR ↗

2026-07-10—SP Allocate Alpha Fund II LP▲ Buy

$15.0K–$50.0K

16d lagtraded 2026-06-24PTR ↗

2026-06-19—New SP Chabot-Las Positas COLL EDUC▲ Buy

$100K–$250K

31d lagtraded 2026-05-19PTR ↗

2026-06-19—New SP Dublin CA UNIF SCH DIST▼ Sell

$250K–$500K

29d lagtraded 2026-05-21PTR ↗

2026-06-19—New SP East Bay CA MUN WTR UTIL▲ Buy

$50.0K–$100K

44d lagtraded 2026-05-06PTR ↗

2026-06-19—New SP East Bay CA Muni Util▲ Buy

$250K+

44d lagtraded 2026-05-06PTR ↗

2026-06-19—New SP EEMA O&M Services Group▲ Buy

$250K–$500K

35d lagtraded 2026-05-15PTR ↗

2026-06-19—Water/Wastewater O&M SP Energy Northwest WA PWR UTIL▲ Buy

$500K–$1.00M

30d lagtraded 2026-05-20PTR ↗

2026-06-19—New SP U.S. Treasury Bills▼ Sell

$50.0K–$100K

46d latetraded 2026-05-04PTR ↗

2026-06-19—New SP U.S. Treasury Bills▼ Sell

$15.0K–$50.0K

43d lagtraded 2026-05-07PTR ↗

2026-06-19—New SP U.S. Treasury Bills▼ Sell

$100K–$250K

42d lagtraded 2026-05-08PTR ↗

2026-06-19—New SP Val Verde CA UNIF SCH▲ Buy

$50.0K–$100K

31d lagtraded 2026-05-19PTR ↗

2026-06-19—New SP Visalia CA Unif Imp Sch▼ Sell

$500K–$1.00M

35d lagtraded 2026-05-15PTR ↗

2026-06-19—SP Austin TX ARPT SYS TRAN▲ Buy

$50.0K–$100K

45d lagtraded 2026-05-05PTR ↗

2026-06-19—New SP Bonita CA UNI SCH▲ Buy

$50.0K–$100K

45d lagtraded 2026-05-05PTR ↗

2026-06-19—New SP Burbank Glendale PA Air Tran▲ Buy

$250K–$500K

36d lagtraded 2026-05-14PTR ↗

2026-06-19—New SP CA Infrastructure▼ Sell

$500K–$1.00M

49d latetraded 2026-05-01PTR ↗

2026-06-19—New SP Fairfield-Suisun CA▲ Buy

$500K–$1.00M

45d lagtraded 2026-05-05PTR ↗

2026-06-19—New SP Franklin-McKinley IMPT SCH▲ Buy

$50.0K–$100K

44d lagtraded 2026-05-06PTR ↗

2026-06-19—New SP Kent Street Group LLC▲ Buy

$15.0K–$50.0K

35d lagtraded 2026-05-15PTR ↗

2026-06-19—Pooled Investment Fund SP Kentucky PUB UTIL▲ Buy

$250K–$500K

29d lagtraded 2026-05-21PTR ↗

2026-06-19—New SP Los Angeles CA IMPT SCH▲ Buy

$50.0K–$100K

39d lagtraded 2026-05-11PTR ↗

2026-06-19—New SP Miami-Dade Cnty FL SCH COPS▲ Buy

$50.0K–$100K

31d lagtraded 2026-05-19PTR ↗

2026-06-19—New SP San Diego CA Unif Sch▲ Buy

$250K–$500K

44d lagtraded 2026-05-06PTR ↗

2026-06-19—Pooled Investment Fund SP U. S. Treasury Bills▼ Sell

$100K–$250K

24d lagtraded 2026-05-26PTR ↗

2026-06-19—New SP U.S. Treasury Bills▼ Sell

$15.0K–$50.0K

36d lagtraded 2026-05-14PTR ↗

2026-06-19—SP Westminster CA Impt Sch▲ Buy

$500K–$1.00M

43d lagtraded 2026-05-07PTR ↗

2026-06-19—New SP Westminster CA IMPT SCH▲ Buy

$50.0K–$100K

43d lagtraded 2026-05-07PTR ↗

2026-06-19—New SP San Juan CA▼ Sell

$100K+

46d latetraded 2026-05-04PTR ↗

2026-06-19—New SP San Juan CA USD IMPT SCH▼ Sell

$500K–$1.00M

21d lagtraded 2026-05-29PTR ↗

2026-06-19—New SP Torch Capital III LP▲ Buy

$15.0K–$50.0K

43d lagtraded 2026-05-07PTR ↗

2026-06-19—New SP U.S. Treasury Bills▲ Buy

$250K–$500K

32d lagtraded 2026-05-18PTR ↗

2026-05-18—SP Chester Cnty PA SCH▲ Buy

$50.0K–$100K

34d lagtraded 2026-04-14PTR ↗

2026-05-18—New SP Grapevine-Colleyville TX GO UTX▲ Buy

$50.0K–$100K

39d lagtraded 2026-04-09PTR ↗

2026-05-18—New SP Los Angeles CNTY EXCISE▼ Sell

$50.0K–$100K

24d lagtraded 2026-04-24PTR ↗

2026-05-18—New SP Los Angeles CNTY EXCISE▲ Buy

$500K–$1.00M

27d lagtraded 2026-04-21PTR ↗

2026-05-18—New SP Los Angeles County Excise Tax▼ Sell

$250K–$500K

26d lagtraded 2026-04-22PTR ↗

2026-05-18—SP Met Govt Nashville, TN HLTH SYS▲ Buy

$250K–$500K

27d lagtraded 2026-04-21PTR ↗

2026-05-18—New SP Novato CA UNI SCH▼ Sell

$50.0K–$100K

26d lagtraded 2026-04-22PTR ↗

2026-05-18—New SP Pasadena CA COLL EDUC▼ Sell

$250K–$500K

35d lagtraded 2026-04-13PTR ↗

2026-05-18—New SP Pittsburgh CA WTR UTIL▼ Sell

$250K–$500K

41d lagtraded 2026-04-07PTR ↗

2026-05-18—New SP Sacramento Muni Util Dist▼ Sell

$100K–$250K

46d latetraded 2026-04-02PTR ↗

2026-05-18—New SP Sacramento Muni Util Dist▼ Sell

$250K–$500K

46d latetraded 2026-04-02PTR ↗

2026-05-18—New SP San Francisco CA Bay Mass Tran▼ Sell

$50.0K–$100K

26d lagtraded 2026-04-22PTR ↗

2026-05-18—New SP Trinity River Auth SWR UTIL▲ Buy

$50.0K–$100K

32d lagtraded 2026-04-16PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

18d lagtraded 2026-04-30PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$250K+

35d lagtraded 2026-04-13PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

26d lagtraded 2026-04-22PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$15.0K–$50.0K

25d lagtraded 2026-04-23PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

32d lagtraded 2026-04-16PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

46d latetraded 2026-04-02PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$100K–$250K

42d lagtraded 2026-04-06PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

39d lagtraded 2026-04-09PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

38d lagtraded 2026-04-10PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

35d lagtraded 2026-04-13PTR ↗

2026-05-18—New SP UNIV CA PUB EDUC▼ Sell

$50.0K–$100K

24d lagtraded 2026-04-24PTR ↗

2026-05-18—New SP San Diego CNTY CA WTR UTIL▼ Sell

$50.0K–$100K

24d lagtraded 2026-04-24PTR ↗

2026-05-18—New SP Berks Cnty PA GO UTX▲ Buy

$50.0K–$100K

20d lagtraded 2026-04-28PTR ↗

2026-05-18—New SP CA ST PUB W BLDG▲ Buy

$50.0K–$100K

39d lagtraded 2026-04-09PTR ↗

2026-05-18—New SP CA ST PUB W BLDG▲ Buy

$250K–$500K

39d lagtraded 2026-04-09PTR ↗

2026-05-18—New SP California Health SYS▲ Buy

$50.0K–$100K

39d lagtraded 2026-04-09PTR ↗

2026-05-18—New SP Illinois State GO UTX▲ Buy

$500K–$1.00M

24d lagtraded 2026-04-24PTR ↗

2026-05-18—New SP Los Angeles CA GO UTX▼ Sell

$50.0K–$100K

24d lagtraded 2026-04-24PTR ↗

2026-05-18—New SP Los Angeles CA Pwr Util▼ Sell

$500K–$1.00M

39d lagtraded 2026-04-09PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$100K–$250K

31d lagtraded 2026-04-17PTR ↗

2026-05-18—SP Anaheim CA Hsg Elec Util▼ Sell

$50.0K–$100K

46d latetraded 2026-04-02PTR ↗

2026-05-18—Pooled Investment Fund SP Austin TX WTR UTIL▲ Buy

$50.0K–$100K

27d lagtraded 2026-04-21PTR ↗

2026-05-18—New SP Los Angeles CA Wtr Swr Util▼ Sell

$500K–$1.00M

42d lagtraded 2026-04-06PTR ↗

2026-05-18—New SP Los Angeles CA Wtr Swr Util▼ Sell

$100K–$250K

46d latetraded 2026-04-02PTR ↗

2026-05-18—New SP Los Angeles Cnty CA EXCISE▲ Buy

$50.0K–$100K

27d lagtraded 2026-04-21PTR ↗

2026-05-18—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

24d lagtraded 2026-04-24PTR ↗

2026-04-29—New SP U.S Treasury Bills▲ Buy

$250K–$500K

30d lagtraded 2026-03-30PTR ↗

2026-04-29—SP Allocate Alpha Fund II LP▲ Buy

$1.00K–$15.0K

34d lagtraded 2026-03-26PTR ↗

2026-04-29—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$1.00K–$15.0K

35d lagtraded 2026-03-25PTR ↗

2026-04-29—Pooled Investment Fund SP Inverted Capital I LP▲ Buy

$50.0K–$100K

35d lagtraded 2026-03-25PTR ↗

2026-04-29—New SP San Diego CA UNI GO UTX▼ Sell

$250K–$500K

33d lagtraded 2026-03-27PTR ↗

2026-04-29—New SP U.S Treasury Bills▼ Sell

$100K–$250K

36d lagtraded 2026-03-24PTR ↗

2026-04-29—SP U.S Treasury Bills▲ Buy

$250K–$500K

30d lagtraded 2026-03-30PTR ↗

2026-04-29—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

35d lagtraded 2026-03-25PTR ↗

2026-03-18—SP Kent Street O&M Holdings LLC▲ Buy

$100K–$250K

42d lagtraded 2026-02-04PTR ↗

2026-03-18—Private Equity General Partnership SP Stepstone Tactical Growth Fund III, LP▲ Buy

$1.00K–$15.0K

33d lagtraded 2026-02-13PTR ↗

2026-03-18—Pooled Investment Fund SP U. S. Treasury Bills▼ Sell

$500K–$1.00M

27d lagtraded 2026-02-19PTR ↗

2026-03-18—New SP Valo Ventures GP II, LP▲ Buy

$50.0K–$100K

43d lagtraded 2026-02-03PTR ↗

2026-02-25—SP Regeneration VC Fund 1 LP▲ Buy

$15.0K–$50.0K

35d lagtraded 2026-01-21PTR ↗

2026-02-25—Venture Capital Fund SP Solace Health▲ Buy

$250K–$500K

42d lagtraded 2026-01-14PTR ↗

2026-02-25—Digital Patient Advocacy Platform SP Valo Ventures GP II, LP▲ Buy

$15.0K–$50.0K

35d lagtraded 2026-01-21PTR ↗

2026-01-19—SP Allocate Alpha Fund II LP▲ Buy

$1.00K–$15.0K

31d lagtraded 2025-12-19PTR ↗

2026-01-19—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

31d lagtraded 2025-12-19PTR ↗

2026-01-19—Pooled Investment Fund SP U.S Treasury Bills▼ Sell

$100K–$250K

24d lagtraded 2025-12-26PTR ↗

2026-01-19—New SP U.S Treasury Bills▲ Buy

$100K–$250K

21d lagtraded 2025-12-29PTR ↗

2026-01-19—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

46d latetraded 2025-12-04PTR ↗

2026-01-19—New SP U.S Treasury Bills▲ Buy

$50.0K–$100K

42d lagtraded 2025-12-08PTR ↗

2025-12-11—SP Allocate Alpha Fund II LP▲ Buy

$15.0K–$50.0K

22d lagtraded 2025-11-19PTR ↗

2025-12-11—Pooled Investment Fund SP Kent Street Group LLC▲ Buy

$15.0K–$50.0K

21d lagtraded 2025-11-20PTR ↗

2025-12-11—Poole Investment Fund/Venture Capital SP Motesto CA Waste▲ Buy

$100K–$250K

29d lagtraded 2025-11-12PTR ↗

2025-12-11—New SP Palmdale CA Sch▲ Buy

$100K–$250K

22d lagtraded 2025-11-19PTR ↗

2025-12-11—New SP Sacramento CA WTR UTIL▼ Sell

$100K–$250K

38d lagtraded 2025-11-03PTR ↗

2025-12-11—New SP U.S. Treasury Notes▼ Sell

$500K–$1.00M

23d lagtraded 2025-11-18PTR ↗

2025-11-14—SP San Francisco CA Sewer Util▼ Sell

$50.0K–$100K

44d lagtraded 2025-10-01PTR ↗

2025-11-14—New SP U.S Treasury Bills▼ Sell

$15.0K–$50.0K

43d lagtraded 2025-10-02PTR ↗

2025-11-14—New SP U.S Treasury Bills▲ Buy

$15.0K–$50.0K

39d lagtraded 2025-10-06PTR ↗

2025-10-17—SP Allocate Alpha Fund II LP▲ Buy

$15.0K–$50.0K

23d lagtraded 2025-09-24PTR ↗

2025-10-17—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

25d lagtraded 2025-09-22PTR ↗

2025-10-17—Pooled Investment Fund SP Anaheim CA Hsg Elec Util▲ Buy

$50.0K–$100K

37d lagtraded 2025-09-10PTR ↗

2025-10-17—New SP Inverted Capital I LP▲ Buy

$100K–$250K

44d lagtraded 2025-09-03PTR ↗

2025-10-17—Pooled Investment Fund SP Inverted Capital I LP▲ Buy

$50.0K–$100K

22d lagtraded 2025-09-25PTR ↗

2025-10-17—Pooled Investment Fund SP Riverside CA Sewer Util▼ Sell

$100K–$250K

18d lagtraded 2025-09-29PTR ↗

2025-10-17—New SP San Francisco CA Bay Mass Tran▲ Buy

$50.0K–$100K

38d lagtraded 2025-09-09PTR ↗

2025-10-17—New SP U.S Treasury Bills▼ Sell

$100K–$250K

43d lagtraded 2025-09-04PTR ↗

2025-10-17—New SP U.S Treasury Bills▼ Sell

$50.0K–$100K

39d lagtraded 2025-09-08PTR ↗

2025-10-17—New SP U.S Treasury Bills▲ Buy

$100K–$250K

39d lagtraded 2025-09-08PTR ↗

2025-10-17—New SP U.S Treasury Bills▼ Sell

$15.0K–$50.0K

22d lagtraded 2025-09-25PTR ↗

2025-09-15—New SP Mammoth CA USD IMPT SCH▼ Sell

$50.0K–$100K

45d lagtraded 2025-08-01PTR ↗

2025-09-15—SP CA ST UNIV PUB EDUC▲ Buy

$100K–$250K

41d lagtraded 2025-08-05PTR ↗

2025-09-15—New SP San Jose CA Uni Sch▲ Buy

$500K–$1.00M

41d lagtraded 2025-08-05PTR ↗

2025-09-15—New SP San Juan CA USD IMPT SCH▼ Sell

$100K–$250K

45d lagtraded 2025-08-01PTR ↗

2025-09-15—New SP Santa Clara CN CA HLTH▼ Sell

$15.0K–$50.0K

45d lagtraded 2025-08-01PTR ↗

2025-09-15—New SP U.S Treasury Bills▲ Buy

$250K–$500K

45d lagtraded 2025-08-01PTR ↗

2025-08-11—SP GV Livingston LLC▲ Buy

$50.0K–$100K

39d lagtraded 2025-07-03PTR ↗

2025-08-11—Mobile Home Park SP Kent Street Group LLC▲ Buy

$15.0K–$50.0K

18d lagtraded 2025-07-24PTR ↗

2025-08-11—Pooled Investment Fund/Venture Capital SP Los Angeles CA FINL SCH▼ Sell

$50.0K–$100K

41d lagtraded 2025-07-01PTR ↗

2025-08-11—New SP U.S Treasury Bills▼ Sell

$250K–$500K

11d lagtraded 2025-07-31PTR ↗

2025-07-16—SP Allocate Alpha Fund II LP▲ Buy

$1.00K–$15.0K

22d lagtraded 2025-06-24PTR ↗

2025-07-16—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

23d lagtraded 2025-06-23PTR ↗

2025-07-16—Pooled Investment Fund SP East Bay MUD SYS CA▼ Sell

$50.0K–$100K

44d lagtraded 2025-06-02PTR ↗

2025-07-16—New SP Los Angeles CA Wtr Swr Util▲ Buy

$100K–$250K

36d lagtraded 2025-06-10PTR ↗

2025-07-16—New SP U.S Treasury Bills▼ Sell

$100K–$250K

34d lagtraded 2025-06-12PTR ↗

2025-07-16—New SP U.S Treasury Bills▲ Buy

$100K–$250K

30d lagtraded 2025-06-16PTR ↗

2025-07-16—New SP Valo Ventures GP II, LP▲ Buy

$15.0K–$50.0K

21d lagtraded 2025-06-25PTR ↗

2025-06-23—SP Allocate Alpha Fund II LP▲ Buy

$15.0K–$50.0K

27d lagtraded 2025-05-27PTR ↗

2025-06-23—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

31d lagtraded 2025-05-23PTR ↗

2025-06-23—Pooled Investment Fund SP Lynett Capital Partners III▲ Buy

$100K–$250K

33d lagtraded 2025-05-21PTR ↗

2025-05-16—SP Kent Street Group LLC▲ Buy

$15.0K–$50.0K

32d lagtraded 2025-04-14PTR ↗

2025-05-16—Pooled Investment Fund/Venture Capital SP U.S Treasury Bills▼ Sell

$250K–$500K

35d lagtraded 2025-04-11PTR ↗

2025-04-18—SP U.S Treasury Bills▼ Sell

$500K–$1.00M

22d lagtraded 2025-03-27PTR ↗

2025-04-18—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

18d lagtraded 2025-03-31PTR ↗

2025-03-14—SP U.S Treasury Bills▲ Buy

$250K–$500K

39d lagtraded 2025-02-03PTR ↗

2025-02-18—SP Kent Street Group LLC▲ Buy

$15.0K–$50.0K

39d lagtraded 2025-01-10PTR ↗

2025-02-18—Pooled Investment Fund/Venture Capital SP U.S Treasury Bills▼ Sell

$250K–$500K

21d lagtraded 2025-01-28PTR ↗

2025-01-15—SP Allocate Alpha Fund II LP▲ Buy

$15.0K–$50.0K

23d lagtraded 2024-12-23PTR ↗

2025-01-15—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

23d lagtraded 2024-12-23PTR ↗

2025-01-15—Pooled Investment Fund SP CA ST DEPT WTR UTIL▼ Sell

$250K–$500K

44d lagtraded 2024-12-02PTR ↗

2025-01-15—New SP U.S Treasury Bills▲ Buy

$250K–$500K

30d lagtraded 2024-12-16PTR ↗

2025-01-15—New SP U.S Treasury Bills▼ Sell

$500K–$1.00M

20d lagtraded 2024-12-26PTR ↗

2025-01-15—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

16d lagtraded 2024-12-30PTR ↗

2025-01-15—New SP U.S. Treasury Notes▼ Sell

$50.0K–$100K

27d lagtraded 2024-12-19PTR ↗

2024-12-16—SP Stepstone Tactical Growth Fund III, LP▲ Buy

$1.00K–$15.0K

28d lagtraded 2024-11-18PTR ↗

2024-12-16—Pooled Investment Fund SP Visalia CA Uni IMPT SCH▲ Buy

$500K–$1.00M

39d lagtraded 2024-11-07PTR ↗

2024-11-15—SP Orange CTY CA REV UTX▼ Sell

$50.0K–$100K

31d lagtraded 2024-10-15PTR ↗

2024-11-15—New SP San Francisco CA Sewer Util▼ Sell

$500K–$1.00M

45d lagtraded 2024-10-01PTR ↗

2024-10-16—SP Allocate Alpha Fund II LP▲ Buy

$15.0K–$50.0K

27d lagtraded 2024-09-19PTR ↗

2024-10-16—Pooled Investment Fund SP Allocate Premier Access Fund▲ Buy

$15.0K–$50.0K

26d lagtraded 2024-09-20PTR ↗

2024-10-16—Pooled Investment Fund SP GV Christi LLC▲ Buy

$50.0K–$100K

36d lagtraded 2024-09-10PTR ↗

2024-10-16—Own/operate mobile home park SP Kent Street Group GP▲ Buy

$15.0K–$50.0K

35d lagtraded 2024-09-11PTR ↗

2024-10-16—Pooled Investment Fund/Venture Capital SP Lynett Capital Partners III▲ Buy

$100K–$250K

37d lagtraded 2024-09-09PTR ↗

2024-10-16—SP Sacramento CA WTR UTIL▲ Buy

$50.0K–$100K

19d lagtraded 2024-09-27PTR ↗

2024-10-16—New SP San Mateo CA UHSD IMPT SCH▼ Sell

$50.0K–$100K

43d lagtraded 2024-09-03PTR ↗

2024-09-12—SP CA ST UNIV PUB EDUC▲ Buy

$250K–$500K

14d lagtraded 2024-08-29PTR ↗

2024-09-12—New SP Cerritos CA CCD COLL EDUC▼ Sell

$50.0K–$100K

42d lagtraded 2024-08-01PTR ↗

2024-09-12—156792GD9 SP Foothill-DeAnza CCD CA Educ▲ Buy

$500K–$1.00M

28d lagtraded 2024-08-15PTR ↗

2024-09-12—New SP Los Angeles CA FINL SCH▲ Buy

$50.0K–$100K

36d lagtraded 2024-08-07PTR ↗

2024-09-12—New SP San Diego CA UNI GO UTX▲ Buy

$250K–$500K

35d lagtraded 2024-08-08PTR ↗

2024-09-12—New SP San Francisco CA BART▼ Sell

$250K–$500K

42d lagtraded 2024-08-01PTR ↗

2024-09-12—797661ZA6 SP San Juan CA USD IMPT SCH▲ Buy

$100K–$250K

23d lagtraded 2024-08-20PTR ↗

2024-09-12—SP U.S Treasury Bills▼ Sell

$500K–$1.00M

35d lagtraded 2024-08-08PTR ↗

2024-08-07—SP Cambrian CA SD▼ Sell

$500K–$1.00M

21d lagtraded 2024-07-17PTR ↗

2024-08-07—New SP Los Angeles CA IMPT Sch▲ Buy

$500K–$1.00M

15d lagtraded 2024-07-23PTR ↗

2024-08-07—New SP Marin CA MIN WTR UTIL▼ Sell

$50.0K–$100K

37d lagtraded 2024-07-01PTR ↗

2024-08-07—New SP Sacramento CA UTIL▲ Buy

$100K–$250K

28d lagtraded 2024-07-10PTR ↗

2024-08-07—New SP San Diego CA WTR UTIL▲ Buy

$50.0K–$100K

26d lagtraded 2024-07-12PTR ↗

2024-08-07—New SP Santa Clara CN CA HLTH▲ Buy

$15.0K–$50.0K

28d lagtraded 2024-07-10PTR ↗

2024-08-07—New SP U.S Treasury Bills▼ Sell

$250K–$500K

13d lagtraded 2024-07-25PTR ↗

2024-08-07—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

37d lagtraded 2024-07-01PTR ↗

2024-07-15—SP Alhambra CA USD SCH▲ Buy

$250K–$500K

42d lagtraded 2024-06-03PTR ↗

2024-07-15—New SP San Francisco CA IMPT SCH▼ Sell

$50.0K–$100K

28d lagtraded 2024-06-17PTR ↗

2024-07-15—New SP Torch Capital III LP▲ Buy

$15.0K–$50.0K

18d lagtraded 2024-06-27PTR ↗

2024-07-15—Pooled Investment Fund SP U.S Treasury Bills▼ Sell

$250K–$500K

38d lagtraded 2024-06-07PTR ↗

2024-07-15—New SP U.S Treasury Bills▼ Sell

$250K–$500K

34d lagtraded 2024-06-11PTR ↗

2024-07-15—New SP UNIV CA PUB EDUC▲ Buy

$50.0K–$100K

24d lagtraded 2024-06-21PTR ↗

2024-06-25—SP Los Angeles CA GO UTX▲ Buy

$50.0K–$100K

39d lagtraded 2024-05-17PTR ↗

2024-06-25—New SP Los Angeles County, CA Excise Tax▲ Buy

$50.0K–$100K

36d lagtraded 2024-05-20PTR ↗

2024-06-25—New SP Oceanside CA IMPT SCH▲ Buy

$500K–$1.00M

34d lagtraded 2024-05-22PTR ↗

2024-06-25—New SP San Diego, CA IMPT SCH▲ Buy

$50.0K–$100K

36d lagtraded 2024-05-20PTR ↗

2024-06-25—New SP U.S Treasury Bills▼ Sell

$250K–$500K

40d lagtraded 2024-05-16PTR ↗

2024-05-13—SP U.S Treasury Notes▲ Buy

$500K–$1.00M

40d lagtraded 2024-04-03PTR ↗

2024-04-17—SP U.S Treasury Bills▼ Sell

$500K–$1.00M

27d lagtraded 2024-03-21PTR ↗

2024-04-17—New SP U.S Treasury Notes▲ Buy

$500K–$1.00M

43d lagtraded 2024-03-05PTR ↗

2024-03-11—SP U.S Treasury Bills▼ Sell

$500K–$1.00M

32d lagtraded 2024-02-08PTR ↗

2024-03-11—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

26d lagtraded 2024-02-14PTR ↗

2024-03-11—New SP U.S Treasury Bills▼ Sell

$500K–$1.00M

11d lagtraded 2024-02-29PTR ↗

2024-02-15—SP Lynett Capital Partners III, LP▲ Buy

$100K–$250K

29d lagtraded 2024-01-17PTR ↗

2024-02-15—New SP U.S Treasury Bills▼ Sell

$250K–$500K

28d lagtraded 2024-01-18PTR ↗

2024-02-15—New SP U.S Treasury Bills▲ Buy

$250K–$500K

15d lagtraded 2024-01-31PTR ↗

2024-01-22—SP Paris TX, GO LTX▲ Buy

$250K–$500K

39d lagtraded 2023-12-14PTR ↗

2024-01-22—New SP Solano CA CCD Educ▲ Buy

$250K–$500K

34d lagtraded 2023-12-19PTR ↗

2024-01-22—New SP U.S Treasury Bills▼ Sell

$500K–$1.00M

32d lagtraded 2023-12-21PTR ↗

2024-01-22—New SP U.S Treasury Bills▼ Sell

$500K–$1.00M

39d lagtraded 2023-12-14PTR ↗

2024-01-22—New SP U.S. Treasury Notes▲ Buy

$100K–$250K

26d lagtraded 2023-12-27PTR ↗

2023-12-14—SP CA UNIV REV▼ Sell

$500K–$1.00M

43d lagtraded 2023-11-01PTR ↗

2023-12-14—New SP Los Angeles CA GO UTX▲ Buy

$500K–$1.00M

36d lagtraded 2023-11-08PTR ↗

2023-12-14—New SP Lynett Capital Partners V, LP▲ Buy

$100K–$250K

36d lagtraded 2023-11-08PTR ↗

2023-12-14—Pooled Investment Fund/Venture Capital SP U.S Treasury Bills▼ Sell

$500K–$1.00M

42d lagtraded 2023-11-02PTR ↗

2023-12-14—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

36d lagtraded 2023-11-08PTR ↗

2023-12-14—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

27d lagtraded 2023-11-17PTR ↗

2023-12-14—New SP U.S Treasury Bills▲ Buy

$250K–$500K

24d lagtraded 2023-11-20PTR ↗

2023-11-15—SP Folsom Cordova CA Impt Sch▼ Sell

$250K–$500K

44d lagtraded 2023-10-02PTR ↗

2023-11-15—New SP Riverside CA Sewer Util▲ Buy

$100K–$250K

15d lagtraded 2023-10-31PTR ↗

2023-10-13—SP U.S Treasury Bills▼ Sell

$100K–$250K

22d lagtraded 2023-09-21PTR ↗

2023-10-13—New SP U.S Treasury Bills▲ Buy

$100K–$250K

18d lagtraded 2023-09-25PTR ↗

2023-10-13—New SP U.S Treasury Bills▼ Sell

$500K–$1.00M

22d lagtraded 2023-09-21PTR ↗

2023-10-13—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

18d lagtraded 2023-09-25PTR ↗

2023-09-14—SP Lodi CA USD GO UTX▼ Sell

$50.0K–$100K

44d lagtraded 2023-08-01PTR ↗

2023-09-14—New SP San Carlos CA SD Impt Sch▲ Buy

$500K–$1.00M

28d lagtraded 2023-08-17PTR ↗

2023-09-14—New SP San Diego, CA CCD Coll Educ▼ Sell

$250K–$500K

44d lagtraded 2023-08-01PTR ↗

2023-09-14—New SP Upper Sta Clr JPA Wtr Util▲ Buy

$100K–$250K

37d lagtraded 2023-08-08PTR ↗

2023-08-12—SP Cibolo Creek Muni Swr Util▼ Sell

$15.0K–$50.0K

33d lagtraded 2023-07-10PTR ↗

2023-08-12—New SP San Diego CA Trans Excise Tax▲ Buy

$100K–$250K

30d lagtraded 2023-07-13PTR ↗

2023-08-12—New SP U.S. Treasury Notes▲ Buy

$15.0K–$50.0K

29d lagtraded 2023-07-14PTR ↗

2023-08-12—New SP U.S. Treasury Notes▼ Sell

$250K–$500K

23d lagtraded 2023-07-20PTR ↗

2023-08-12—New SP U.S. Treasury Notes▲ Buy

$250K–$500K

19d lagtraded 2023-07-24PTR ↗

2023-07-14—SP San Francisco CA IMPT SCH▼ Sell

$250K–$500K

29d lagtraded 2023-06-15PTR ↗

2023-07-14—New SP US Treasury Bill▲ Buy

$250K–$500K

21d lagtraded 2023-06-23PTR ↗

2023-06-13—SP Univ CA▼ Sell

$500K–$1.00M

29d lagtraded 2023-05-15PTR ↗

2023-05-10—SP Bay Area Toll RV Toll Tran▼ Sell

$250K–$500K

37d lagtraded 2023-04-03PTR ↗

2023-05-10—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

16d lagtraded 2023-04-24PTR ↗

2023-05-10—New SP U.S Treasury Bills▲ Buy

$100K–$250K

15d lagtraded 2023-04-25PTR ↗

2023-05-10—New SP U.S Treasury Bills▲ Buy

$500K–$1.00M

15d lagtraded 2023-04-25PTR ↗

2023-04-13—SP U.S Treasury Bills▼ Sell

$100K–$250K

37d lagtraded 2023-03-07PTR ↗

2023-03-28—SP U.S Treasury Bills▲ Buy

$100K–$250K

49d latetraded 2023-02-07PTR ↗

2023-02-13—SP Los Angeles CA W/P Wtr Util▼ Sell

$15.0K–$50.0K

43d lagtraded 2023-01-01PTR ↗

2023-02-13—New SP Multi-Pack Solutions LLC▼ Sell

$100K–$250K

41d lagtraded 2023-01-03PTR ↗

2022-09-12—SP Folsom Cordova CA Impt Sch▲ Buy

$250K–$500K

31d lagtraded 2022-08-12PTR ↗

2022-09-12—New SP Los Angeles County Excise Tax▲ Buy

$250K–$500K

31d lagtraded 2022-08-12PTR ↗

2022-09-12—New SP Ohlone Community College District▼ Sell

$250K–$500K

42d lagtraded 2022-08-01PTR ↗

2022-09-12—New SP Rowland CA USD▼ Sell

$250K–$500K

42d lagtraded 2022-08-01PTR ↗

2022-08-16—SP San Francisco CA Sewer Util▲ Buy

$100K–$250K

41d lagtraded 2022-07-06PTR ↗

2022-08-16—New SP San Francisco CA Sewer Util▲ Buy

$500K–$1.00M

41d lagtraded 2022-07-06PTR ↗

2022-07-15—SP East Bay MUD Sys CA▲ Buy

$250K–$500K

24d lagtraded 2022-06-21PTR ↗

2022-07-15—New SP Lodi CA USD GO UTX▲ Buy

$100K–$250K

43d lagtraded 2022-06-02PTR ↗

2022-06-19—SP CA ST DEPT WTR UTIL▲ Buy

$250K–$500K

32d lagtraded 2022-05-18PTR ↗

2022-06-19—New SP Cerritos CA CCD COLL EDUC▲ Buy

$100K–$250K

30d lagtraded 2022-05-20PTR ↗

2022-06-19—156792GD9 SP East Bay MUD SYS CA▲ Buy

$500K–$1.00M

34d lagtraded 2022-05-16PTR ↗

2022-06-19—New SP Mammoth CA USD IMPT SCH▲ Buy

$100K–$250K

26d lagtraded 2022-05-24PTR ↗

2022-06-19—New SP Orange CTY CA REV UTX▲ Buy

$100K–$250K

32d lagtraded 2022-05-18PTR ↗

2022-06-19—New SP San Francisco CA BART▲ Buy

$250K–$500K

24d lagtraded 2022-05-26PTR ↗

2022-06-19—New SP San Francisco CA IMP SCH▲ Buy

$100K–$250K

24d lagtraded 2022-05-26PTR ↗

2022-06-19—SP San Francisco CA IMPT SCH▲ Buy

$250K–$500K

24d lagtraded 2022-05-26PTR ↗

2022-06-19—New SP San Mateo CA UHSD IMPT SCH▲ Buy

$100K–$250K

31d lagtraded 2022-05-19PTR ↗

2022-02-15—SP gV Pines Apartments, LLC▲ Buy

$100K–$250K

15d lagtraded 2022-01-31PTR ↗

2020-12-18—SP Multi-Pack Solutions LLC▲ Buy

$250K–$500K

18d lagtraded 2020-11-30PTR ↗

2020-11-12—New SP lynett Capital Partners II lP▲ Buy

$15.0K–$50.0K

34d lagtraded 2020-10-09PTR ↗

2020-09-13RANDNew SP Rand Capital Corporation▼ Sell

$1.00K–$15.0K

41d lagtraded 2020-08-03PTR ↗

2020-09-13RANDNew SP Rand Capital Corporation▼ Sell

$1.00K–$15.0K

40d lagtraded 2020-08-04PTR ↗

2020-08-13RANDNew SP Rand Capital Corporation▼ Sell

$1.00K–$15.0K

16d lagtraded 2020-07-28PTR ↗

2020-08-13RANDNew SP Rand Capital Corporation▼ Sell

$1.00K–$15.0K

15d lagtraded 2020-07-29PTR ↗

2020-08-13RANDNew SP Rand Capital Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2020-07-30PTR ↗

2020-08-13RANDNew SP Rand Capital Corporation▼ Sell

$1.00K–$15.0K

13d lagtraded 2020-07-31PTR ↗

2020-04-14—SP lynett Capital Partners II lP▲ Buy

$15.0K–$50.0K

43d lagtraded 2020-03-02PTR ↗

2019-04-14—SP lynett Capital Partners II lP▲ Buy

$15.0K–$50.0K

27d lagtraded 2019-03-18PTR ↗

2019-03-19—New SP lynett Capital Partners II lP▲ Buy

$50.0K–$100K

22d lagtraded 2019-02-25PTR ↗

2018-02-09—et transaction type Date notification Date amount SP East Bay Muni util Dist, Ca▲ Buy

$500K–$1.00M

43d lagtraded 2017-12-28PTR ↗

2018-01-12—Asset Transaction Type Date Notification Date Amount Bay area Toll RV Toll Tran▲ Buy

$250K–$500K

45d lagtraded 2017-11-28PTR ↗

2018-01-12—New SP Metropolitan WTR Dist S C WTR util▲ Buy

$250K–$500K

14d lagtraded 2017-12-29PTR ↗

2018-01-12—New SP Monterey Peninsula WTR COPS▲ Buy

$500K–$1.00M

16d lagtraded 2017-12-27PTR ↗

2018-01-12—New Orange Ca WTR CO WTR COPS▲ Buy

$250K–$500K

45d lagtraded 2017-11-28PTR ↗

2018-01-12—New San Diego Ca Trans Rev lTX▲ Buy

$250K–$500K

16d lagtraded 2017-12-27PTR ↗

2018-01-12—New SP u.S. Treasury Bills▲ Buy

$500K–$1.00M

43d lagtraded 2017-11-30PTR ↗

2017-10-11—asset transaction type Date notification Date amount SP Manufacturers Drive LLC▲ Buy

$250K–$500K

26d lagtraded 2017-09-15PTR ↗

2017-08-10—et transaction type Date notification Date amount Hillsborough County Sch. Bonds▼ Sell

$250K–$500K

40d lagtraded 2017-07-01PTR ↗

2017-08-10—New los angeles unified Sch Dist Bonds▼ Sell

$250K–$500K

40d lagtraded 2017-07-01PTR ↗

2017-07-13—owner asset transaction type Date notification Date amount Virginia State Bonds▼ Sell

$250K–$500K

42d lagtraded 2017-06-01PTR ↗

2017-06-17—S iD owner asset transaction type Date notification Date amount SP Eastern CA MU▼ Sell

$500K–$1.00M

23d lagtraded 2017-05-25PTR ↗

2017-06-17—New SP Los Angeles, CA, W Util Pwr▲ Buy

$500K–$1.00M

45d lagtraded 2017-05-03PTR ↗

2017-06-17—New SP Orange, CA Wtr Co.▲ Buy

$250K–$500K

37d lagtraded 2017-05-11PTR ↗

2017-06-17—New Winward Academy LLC▲ Buy

$15.0K–$50.0K

192d latetraded 2016-12-07PTR ↗

2017-05-15—et Transaction Type Date Notification Date Amount Ca State Dept. Water Resources▲ Buy

$250K–$500K

27d lagtraded 2017-04-18PTR ↗

2017-05-15—New SP Calleguas ETC Ca▲ Buy

$500K–$1.00M

24d lagtraded 2017-04-21PTR ↗

2017-05-15—New los angeles Cty, Ca Mt▲ Buy

$100K–$250K

26d lagtraded 2017-04-19PTR ↗

2017-05-15—New SP Met. Water District, Ca.▲ Buy

$500K–$1.00M

21d lagtraded 2017-04-24PTR ↗

2017-05-15—20007288 -- 1 of 2 -- SP San Diego, Ca, TRa▲ Buy

$500K–$1.00M

19d lagtraded 2017-04-26PTR ↗

2017-05-15—New SP San Diego, Ca, TRa▲ Buy

$100K–$250K

18d lagtraded 2017-04-27PTR ↗

2017-05-15—New Santa Clara Valley Var Bonds▼ Sell

$250K–$500K

44d lagtraded 2017-04-01PTR ↗

2016-09-14—saction type Date notification Date amount 2000020602 San Ramon Valley, CA Bonds▼ Sell

$250K–$500K

44d lagtraded 2016-08-01PTR ↗

2016-09-12—asset transaction type Date notification Date amount San Ramon Valley, Ca Bonds▼ Sell

$250K–$500K

42d lagtraded 2016-08-01PTR ↗

2016-08-10—et transaction type Date notification Date amount Puerto Rico Commonwealth Bonds▼ Sell

$100K–$250K

40d lagtraded 2016-07-01PTR ↗

2016-08-10—New university of Neb. Facilities Bonds▼ Sell

$1.00M–$5.00M

26d lagtraded 2016-07-15PTR ↗

2016-06-14—asset transaction type Date notification Date amount San Francisco Ca Rev. Bonds▼ Sell

$100K–$250K

44d lagtraded 2016-05-01PTR ↗

2016-05-13—Pooled Investment Fund Kenosha Wis.unified Sch. Dist. Bonds▼ Sell

$500K–$1.00M

42d lagtraded 2016-04-01PTR ↗

2016-02-10—New u.S. Treasury Bills▼ Sell

$500K–$1.00M

34d lagtraded 2016-01-07PTR ↗

2016-02-10—New u.S. Treasury Bills▼ Sell

$500K–$1.00M

27d lagtraded 2016-01-14PTR ↗

2016-01-22—D owner asset transaction type Date notification Date amount u.S. Treasury Bills▲ Buy

$1.00M–$5.00M

38d lagtraded 2015-12-15PTR ↗

2015-10-14—asset transaction type Date notification Date amount East Bay Calif Regl. Bonds▼ Sell

$250K–$500K

43d lagtraded 2015-09-01PTR ↗

2015-10-14—New Massachusetts State Bonds▼ Sell

$500K–$1.00M

43d lagtraded 2015-09-01PTR ↗

2015-10-14—New Minnesota Public Facilities Bonds▼ Sell

$250K–$500K

43d lagtraded 2015-09-01PTR ↗

2015-09-12COFBuyNew SP Capital One Financial Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12COFBuyNew SP Capital One Financial Corporation▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12CSCOSellNew SP Cisco Systems, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12CHoldNew SP Citigroup, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Citrix Systems, Inc.▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Citrix Systems, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12CVSHoldNew SP CVS Health Corporation▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12CVSHoldNew SP CVS Health Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12DHRHoldNew SP Danaher Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12DHRHoldNew SP Danaher Corporation▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12EMCNew SP EMC Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12EQTHoldNew SP EQT Corporation▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Express Scripts Holding Company▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Express Scripts Holding Company▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Express Scripts Holding Company▼ Sell

$15.0K–$50.0K

38d lagtraded 2015-08-05PTR ↗

2015-09-12FISHoldNew SP Fidelity National Information Services, Inc.▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12FISHoldNew SP Fidelity National Information Services, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12FISVBuyNew SP Fiserv, Inc.▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12FISVBuyNew SP Fiserv, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12HDHoldNew SP Home Depot, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12HDHoldNew SP Home Depot, Inc.▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12JNJHoldNew SP Johnson & Johnson▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12JPMHoldNew SP JP Morgan Chase & Co.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12JPMHoldNew SP JP Morgan Chase & Co.▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12MHoldNew SP Macy's Inc▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Marathon Oil Corporation▼ Sell

$15.0K–$50.0K

40d lagtraded 2015-08-03PTR ↗

2015-09-12MDTBuyNew SP Medtronic plc. Ordinary Shares▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12MRKHoldNew SP Merck & Company, Inc. Common Stock▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12MSFTBuyNew SP Microsoft Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12MSFTBuyNew SP Microsoft Corporation▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12NEEHoldNew SP NextEra Energy, Inc.▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12NEEHoldNew SP NextEra Energy, Inc.▲ Buy

$15.0K–$50.0K

26d lagtraded 2015-08-17PTR ↗

2015-09-12NEEHoldNew SP NextEra Energy, Inc.▲ Buy

$15.0K–$50.0K

16d lagtraded 2015-08-27PTR ↗

2015-09-12OMCHoldNew SP Omnicom group Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—nsaction Type Date Notification Date Amount -- 7 of 11 -- Pajaro Valley Ca Bonds▼ Sell

$250K–$500K

42d lagtraded 2015-08-01PTR ↗

2015-09-12PEPHoldNew SP Pepsico, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New SP Praxair, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12QCOMHoldNew SP QualCOMM Incorporated▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New Riverside Ca Bonds▼ Sell

$250K–$500K

42d lagtraded 2015-08-01PTR ↗

2015-09-12SYKHoldNew SP Stryker Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12TMOHoldNew SP Thermo Fisher Scientific Inc▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12TJXHoldNew SP TJX Companies, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12TJXHoldNew SP TJX Companies, Inc.▼ Sell

$15.0K–$50.0K

16d lagtraded 2015-08-27PTR ↗

2015-09-12—New SP Tyco International plc▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12VFCHoldNew SP V.F. Corporation▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12VZHoldNew SP Verizon Communications Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12—New Virginia Public Sch. Bonds▼ Sell

$250K–$500K

42d lagtraded 2015-08-01PTR ↗

2015-09-12VHoldNew SP Visa Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12DISHoldNew SP Walt Disney Company▼ Sell

$15.0K–$50.0K

10d lagtraded 2015-09-02PTR ↗

2015-09-12DISHoldNew SP Walt Disney Company▼ Sell

$15.0K–$50.0K

26d lagtraded 2015-08-17PTR ↗

2015-09-12WFCBuyNew SP Wells Fargo & Company▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-09-12WFCBuyNew SP Wells Fargo & Company▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12WMBHoldNew SP Williams Companies, Inc.▼ Sell

$50.0K–$100K

10d lagtraded 2015-09-02PTR ↗

2015-09-12WMBHoldNew SP Williams Companies, Inc.▼ Sell

$100K–$250K

10d lagtraded 2015-09-02PTR ↗

2015-08-16COFBuyNew SP Capital One Financial Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16COFBuyNew SP Capital One Financial Corporation▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16CSCOSellNew SP Cisco Systems, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16CHoldNew SP Citigroup, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New SP Citrix Systems, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16CVSHoldction type Date notification Date amount -- 3 of 10 -- SP CVS Health Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16CVSHoldNew SP CVS Health Corporation▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16DHRHoldNew SP Danaher Corporation▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16DHRHoldNew SP Danaher Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16EMCNew SP EMC Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16EQTHoldNew SP EQT Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16EQTHoldNew SP EQT Corporation▲ Buy

$1.00K–$15.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New SP Express Scripts Holding Company▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16FISHoldNew SP Fidelity National Information Services, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16FISVBuyNew SP Fiserv, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16HDHoldNew SP Home Depot, Inc.▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16HDHoldNew SP Home Depot, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16JNJHoldNew SP Johnson & Johnson▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16JPMHoldNew SP JP Morgan Chase & Co.▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16JPMHoldaction type Date notification Date amount -- 5 of 10 -- SP JP Morgan Chase & Co.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16MHoldNew SP Macy's Inc▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16MHoldNew SP Macy's Inc▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New SP Madison adams Investments, llC▲ Buy

$1.00K–$15.0K

16d lagtraded 2015-07-31PTR ↗

2015-08-16—New SP Marathon Oil Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16MDTBuyNew SP Medtronic plc. Ordinary Shares▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16MRKHoldNew SP Merck & Company, Inc. Common Stock▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16MSFTBuyNew SP Microsoft Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16MSFTBuyNew SP Microsoft Corporation▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16OMCHoldNew SP Omnicom group Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16PEPHoldNew SP Pepsico, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New SP Praxair, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16QCOMHoldNew SP QualCOMM Incorporated▲ Buy

$1.00K–$15.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16QCOMHoldNew SP QualCOMM Incorporated▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New Sequoia Ca Bonds▼ Sell

$500K–$1.00M

46d latetraded 2015-07-01PTR ↗

2015-08-16SYKHoldNew SP Stryker Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16TMOHoldNew SP Thermo Fisher Scientific Inc▲ Buy

$15.0K–$50.0K

30d lagtraded 2015-07-17PTR ↗

2015-08-16TJXHoldNew SP TJX Companies, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New SP Tyco International plc▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16—New SP unitedHealth group Incorporated▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16VFCHoldNew SP V.F. Corporation▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16VZHoldNew SP Verizon Communications Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16VHoldNew SP Visa Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16DISHoldNew SP Walt Disney Company▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16WFCBuyNew SP Wells Fargo & Company▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-08-16WFCBuyNew SP Wells Fargo & Company▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16WMBHoldNew SP Williams Companies, Inc.▲ Buy

$15.0K–$50.0K

37d lagtraded 2015-07-10PTR ↗

2015-08-16WMBHoldNew SP Williams Companies, Inc.▲ Buy

$50.0K–$100K

37d lagtraded 2015-07-10PTR ↗

2015-07-28COFBuyNew SP Capital One Financial Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28COFBuyNew SP Capital One Financial Corporation▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28CSCOSellNew SP Cisco Systems, Inc.▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28CSCOSellNew SP Cisco Systems, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28CHoldNew SP Citigroup, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28CHoldNew SP Citigroup, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28—New SP Citrix Systems, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28—New SP Citrix Systems, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28CVSHoldNew SP CVS Health Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28CVSHoldNew SP CVS Health Corporation▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28DHRHoldNew SP Danaher Corporation▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28DHRHoldNew SP Danaher Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28EMCNew SP EMC Corporation▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28EMCNew SP EMC Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28EQTHoldNew SP EQT Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28EQTHoldNew SP EQT Corporation▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28—New SP Express Scripts Holding Company▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28—New SP Express Scripts Holding Company▲ Buy

$50.0K–$100K

35d lagtraded 2015-06-23PTR ↗

2015-07-28FISHoldNew SP Fidelity National Information Services, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28FISHoldNew SP Fidelity National Information Services, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28FISVBuyNew SP Fiserv, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28FISVBuyNew SP Fiserv, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28HDHoldNew SP Home Depot, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28HDHoldNew SP Home Depot, Inc.▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28JNJHoldNew SP Johnson & Johnson▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28JNJHoldNew SP Johnson & Johnson▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28JPMHoldNew SP JP Morgan Chase & Co.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28JPMHoldNew SP JP Morgan Chase & Co.▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28MHoldNew SP Macy's Inc▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28MHoldNew SP Macy's Inc▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28—tion Type Date Notification Date Amount -- 5 of 9 -- SP Marathon Oil Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28—New SP Marathon Oil Corporation▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28MDTBuyNew SP Medtronic plc. Ordinary Shares▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28MDTBuyNew SP Medtronic plc. Ordinary Shares▲ Buy

$50.0K–$100K

35d lagtraded 2015-06-23PTR ↗

2015-07-28MRKHoldNew SP Merck & Company, Inc. Common Stock▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28MRKHoldNew SP Merck & Company, Inc. Common Stock▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28MSFTBuyNew SP Microsoft Corporation▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28MSFTBuyNew SP Microsoft Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28OMCHoldNew SP Omnicom group Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28OMCHoldNew SP Omnicom group Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28PEPHoldNew SP Pepsico, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28PEPHoldNew SP Pepsico, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28—set Transaction Type Date Notification Date Amount -- 6 of 9 -- SP Praxair, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28—New SP Praxair, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28QCOMHoldNew SP QualCOMM Incorporated▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28QCOMHoldNew SP QualCOMM Incorporated▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28SYKHoldNew SP Stryker Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28SYKHoldNew SP Stryker Corporation▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28TJXHoldNew SP TJX Companies, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28TJXHoldNew SP TJX Companies, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28—New SP Tyco International plc▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28—New SP Tyco International plc▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28VFCHoldNew SP V.F. Corporation▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28VFCHoldNew SP V.F. Corporation▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28VZHoldNew SP Verizon Communications Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28VZHoldNew SP Verizon Communications Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28VHoldNew Visa Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28VHoldNew SP Visa Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28DISHoldNew SP Walt Disney Company▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28DISHoldNew SP Walt Disney Company▲ Buy

$15.0K–$50.0K

32d lagtraded 2015-06-26PTR ↗

2015-07-28WFCBuyNew SP Wells Fargo & Company▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-07-28WFCBuyNew SP Wells Fargo & Company▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28WMBHoldNew SP Williams Companies, Inc.▲ Buy

$15.0K–$50.0K

35d lagtraded 2015-06-23PTR ↗

2015-07-28WMBHoldNew SP Williams Companies, Inc.▲ Buy

$50.0K–$100K

32d lagtraded 2015-06-26PTR ↗

2015-06-11—New San Diego County, Ca Bonds▼ Sell

$100K–$250K

41d lagtraded 2015-05-01PTR ↗

2015-06-11—New university of Ca Rev. Bonds▼ Sell

$250K–$500K

27d lagtraded 2015-05-15PTR ↗

2015-05-12—sset transaction type Date notification Date amount Santa Clara Valley Var Bonds▼ Sell

$100K–$250K

41d lagtraded 2015-04-01PTR ↗

2015-04-14—owner asset transaction type Date notification Date amount SP Inrad Optics, Inc.▼ Sell

$100K–$250K

42d lagtraded 2015-03-03PTR ↗

2015-02-12—New SP Ecology and Environment, Inc. - Class a▼ Sell

$15.0K–$50.0K

16d lagtraded 2015-01-27PTR ↗

2015-02-12—New SP Ecology and Environment, Inc. - Class a▼ Sell

$15.0K–$50.0K

15d lagtraded 2015-01-28PTR ↗

2015-02-12—New SP Ecology and Environment, Inc. - Class a▼ Sell

$15.0K–$50.0K

14d lagtraded 2015-01-29PTR ↗

2015-01-12—Manufacturing Company Sacramento County Ca Bonds▼ Sell

$250K–$500K

42d lagtraded 2014-12-01PTR ↗

How we built this

Holdings come from Scott H. Peters'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).