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

Residential Real Estatenon-equity

$7.05M–$32.1M15%

Bond was called by issuer on 8/1/2025 Columbia Pacific Income Fund IInon-equity

$5.00M–$25.0M12%

15,000 Caprock PSP Vnon-equity

$1.00M–$5.00M2%

None Caprock Real Estate Opportunities I LPnon-equity

$1.00M–$5.00M2%

CPEFX

$1.00M–$5.00M2%

No call

CCLFX

$1.00M–$5.00M2%

No call

CELFX

$1.00M–$5.00M2%

No call

Comingled pool, no ticker symbol. Fid GR Co Pool CL Snon-equity

$1.00M–$5.00M2%

Show all 82 holdings

2,500 Fortress Credit Realty Income Trust Class Bnon-equity

$1.00M–$5.00M2%

IUSG

$1.00M–$5.00M2%

No call

IUSV

$1.00M–$5.00M2%

No call

50,000 Pacific Co B1 Bond - Villa del Solnon-equity

$1.00M–$5.00M2%

1,000,000 Pacific West Real Estate Income LLCnon-equity

$1.00M–$5.00M2%

PFIUX

$1.00M–$5.00M2%

No call

None Redwood Kairos Real Estate Fund VIIInon-equity

$1.00M–$5.00M2%

50,000 Security Properties Multi-Family Fund VInon-equity

$1.00M–$5.00M2%

None Security Properties Multi-Family Fund VIInon-equity

$1.00M–$5.00M2%

15,000 TriLinc Global Impact Fundnon-equity

$1.00M–$5.00M2%

VFWSX

$1.00M–$5.00M2%

No call

100,000 Vanguard Institutional 500 Index Trustnon-equity

$1.00M–$5.00M2%

VIMAX

$1.00M–$5.00M2%

No call

VOO

$1.00M–$5.00M2%

No call

VSMAX

$1.00M–$5.00M2%

No call

VTI

$1.00M–$5.00M2%

No call

100,000 Vertical Ventures Co-Investment Fund IInon-equity

$1.00M–$5.00M2%

100,000 Vision Ridge Sustainable Asset Fund IIInon-equity

$1.00M–$5.00M2%

ArcTern Ventures Fund IIInon-equity

$500K–$1.00M1%

HAINX

$500K–$1.00M1%

No call

15,000 Invision Capital IIInon-equity

$500K–$1.00M1%

Fully matured in 2025 Pacific Co B1 Bond - Martha Gardens 06/01/2027non-equity

$500K–$1.00M1%

VWO

$500K–$1.00M1%

No call

VIIIX

$500K–$1.00M1%

No call

$500K–$1.00M1%

No call

VBIPX

$500K–$1.00M1%

No call

$500K–$1.00M1%

No call

Residential Real Estate Investmentnon-equity

$500K–$1.00M1%

SPY

$365K–$800K0%

No call

Due Nov. 1, 2029non-equity

$250K–$500K0%

None Columbia Pacific Income Fund IInon-equity

$250K–$500K0%

1,000,000 Global Partnerships Impact First Fund 10 limited recourse notenon-equity

$250K–$500K0%

None Global Partnerships Impact First Fund 10 LLC senior notenon-equity

$250K–$500K0%

None Gryphon Mezzanine Partners IInon-equity

$250K–$500K0%

Due Jun 15 2030non-equity

$250K–$500K0%

27 Comb Tax Due 11/01/27non-equity

$250K–$500K0%

MIPIX

$250K–$500K0%

No call

Due 6/1/2027non-equity

$250K–$500K0%

Due Feb 1, 2032non-equity

$250K–$500K0%

Mult HSG Due 05/01/26non-equity

$250K–$500K0%

Due Jan 1, 2032non-equity

$250K–$500K0%

Fully matured in 2025 Pacific Co B1 Bond - San Marcos 10/4/27non-equity

$250K–$500K0%

None Pacific Co B1 Bond - Stevens Creeknon-equity

$250K–$500K0%

100,000 Pennybacker VInon-equity

$250K–$500K0%

Due 09/01/2027non-equity

$250K–$500K0%

15,000 Redwood Kairos Real Estate Fund VInon-equity

$250K–$500K0%

1,000 Seattle WA MN Lt Var Rate Util Due 5/1/45non-equity

$250K–$500K0%

Security Properties Augusta, LLCnon-equity

$250K–$500K0%

50,000 Security Properties TriRocknon-equity

$250K–$500K0%

Due Sep 1, 2035non-equity

$250K–$500K0%

31 Go Utx Due 08/15/31non-equity

$250K–$500K0%

Due Nov 15, 2051non-equity

$250K–$500K0%

35 Edr Idr Due 12/01/35non-equity

$250K–$500K0%

31 SPL Tax Due 11/15/31non-equity

$250K–$500K0%

TPK Tran Due 08/15/42non-equity

$250K–$500K0%

36 SYST HLTH Due 03/01/36non-equity

$250K–$500K0%

Due Aug 15, 2036non-equity

$250K–$500K0%

None Vision Ridge Sustainable Asset Fund IVnon-equity

$250K–$500K0%

Due Aug 1, 2028non-equity

$250K–$500K0%

Due May 1, 2036non-equity

$250K–$500K0%

Due Nov 1, 2040non-equity

$250K–$500K0%

FZFXX

$165K–$400K0%

No call

50,000 Kimpact Evergreen Real Estate Fundnon-equity

$250K+0%

Tax-Deferred Fid Contra Pool CL 3non-equity

$100K–$250K0%

Bond matured 9/30/2025 Gryphon Mezzanine Partnersnon-equity

$100K–$250K0%

Comingled fund, no ticker symbol Redwood Kairos Real Estate Fund IVnon-equity

$100K–$250K0%

Open-ended fund Vanguard Institutional 500 Index Trustnon-equity

$100K–$250K0%

2,500 Fidelity Taxable Interest Bearing Cash Option (FCASH)non-equity

$65.0K–$150K0%

FTEXX

$50.0K–$100K0%

No call

1,000 Fidelity Taxable Interest Bearing Cash Option (FCASH)non-equity

$50.0K–$100K0%

100,000 Merrill Lynch Cash Accountnon-equity

$50.0K–$100K0%

s Microsoft Deferred Compensation Plan PIMCO Total Returnnon-equity

$15.0K–$50.0K0%

100,000 Charles Schwab Cash Accountnon-equity

$1.00K–$15.0K0%

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 05/29/28▲ Buy

$500K–$1.00M

14d lagtraded 2026-05-28PTR ↗

2026-05-26—Due Oct 1, 2033▲ Buy

$250K–$500K

22d lagtraded 2026-05-04PTR ↗

2026-05-26—Due Nov 1, 2040▲ Buy

$50.0K–$100K

22d lagtraded 2026-05-04PTR ↗

2026-05-08—Due Sep 1, 2035▲ Buy

$1.00K–$15.0K

8d lagtraded 2026-04-30PTR ↗

2026-04-28—Comb Tax Due Nov 1, 2027▼ Sell

$15.0K–$50.0K

19d lagtraded 2026-04-09PTR ↗

2026-04-28—Due Nov 15, 2051▲ Buy

$15.0K–$50.0K

27d lagtraded 2026-04-01PTR ↗

2026-03-12—Due Sep 1, 2035▲ Buy

$15.0K–$50.0K

17d lagtraded 2026-02-23PTR ↗

2026-01-23—Due Jun 15, 2030▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due Nov 1, 2029▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—27 Comb Tax Due 11/01/27 Due Nov 1, 2027▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due Feb 1, 2032▼ Sell

$250K–$500K

17d lagtraded 2026-01-06PTR ↗

2026-01-23—Due Nov 1, 2037▲ Buy

$250K–$500K

17d lagtraded 2026-01-06PTR ↗

2026-01-23—Due Jan 1, 2032▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due Sep 1, 2027▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due Sep 1, 2035▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—31 Go Utx Due 08/15/31▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due Nov 15, 2051▼ Sell

$50.0K–$100K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—31 SPL Tax Due 11/15/31▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—42 TPK Tran Due 08/15/42▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—36 SYST HLTH Due 03/01/36▼ Sell

$50.0K–$100K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due Aug 1, 2028▼ Sell

$50.0K–$100K

10d lagtraded 2026-01-13PTR ↗

2026-01-23—Due May 1, 2036▼ Sell

$15.0K–$50.0K

10d lagtraded 2026-01-13PTR ↗

2026-01-12—Due Nov 15, 2051▲ Buy

$1.00K–$15.0K

26d lagtraded 2025-12-17PTR ↗

2025-12-08—Due Jun 15, 2035▼ Sell

$250K–$500K

20d lagtraded 2025-11-18PTR ↗

2025-12-08—Due Nov 15, 2051▲ Buy

$250K–$500K

19d lagtraded 2025-11-19PTR ↗

2025-12-08—42 TPK Tran Due 08/15/42▲ Buy

$1.00K–$15.0K

20d lagtraded 2025-11-18PTR ↗

2025-12-08—Due Aug 1, 2028▲ Buy

$15.0K–$50.0K

17d lagtraded 2025-11-21PTR ↗

2025-11-12—27 Comb Tax Due 11/01/27▲ Buy

$250K–$500K

13d lagtraded 2025-10-30PTR ↗

2025-11-12—Due Sep 1, 2035▲ Buy

$15.0K–$50.0K

15d lagtraded 2025-10-28PTR ↗

2025-10-30—42 TPK Tran Due 08/15/42▲ Buy

$1.00K–$15.0K

29d lagtraded 2025-10-01PTR ↗

2025-10-13—JT Pacific Co B1 Bond - San Marcos 10/4/27▲ Buy

$250K–$500K

13d lagtraded 2025-09-30PTR ↗

2025-09-28—Due Mar 1, 2035▼ Sell

$250K–$500K

16d lagtraded 2025-09-12PTR ↗

2025-09-28—35 Edr Idr Due Dec 1, 2035▲ Buy

$1.00K–$15.0K

18d lagtraded 2025-09-10PTR ↗

2025-09-28—Due Sep 1, 2035▲ Buy

$250K–$500K

16d lagtraded 2025-09-12PTR ↗

2025-08-29—Due Nov 1, 2027▼ Sell

$250K–$500K

21d lagtraded 2025-08-08PTR ↗

2025-08-29—35 Edr Idr Due 12/01/35▲ Buy

$250K–$500K

21d lagtraded 2025-08-08PTR ↗

2025-08-09—Due Aug 1, 2028▲ Buy

$250K–$500K

9d lagtraded 2025-07-31PTR ↗

2025-08-09—Due Nov 1, 2029▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—49 Hosp HLTH Due 08/01/49▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—32 Go Utx Due 10/01/32▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Jun 15, 2030▼ Sell

$50.0K–$100K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Jun 1, 2027▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Jun 15, 2035▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Feb 1, 2032▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Nov 1, 2027▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—26 Mult HSG Due 05/01/26▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Jan 1, 2032▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Mar 1, 2035▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Sep 1, 2027▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—45 PWR Util Due 05/01/45▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—31 Go Utx Due 08/15/31▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—31 SPL Tax Due 11/15/31▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—42 TPK Tran Due 08/15/42▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Aug 15, 2036▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-08-09—New JT Wisconsin ST Go BDS Ser. 2025 A▼ Sell

$15.0K+

24d lagtraded 2025-07-16PTR ↗

2025-08-09—Due Nov 1, 2040▼ Sell

$15.0K–$50.0K

24d lagtraded 2025-07-16PTR ↗

2025-07-17—Due Nov 15, 2035▼ Sell

$250K–$500K

29d lagtraded 2025-06-18PTR ↗

2025-07-17—36 SYST HLTH Due 03/01/36▲ Buy

$250K–$500K

29d lagtraded 2025-06-18PTR ↗

2025-06-24—Due Mar 1, 2035▼ Sell

$50.0K–$100K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Sep 1, 2027▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Nov 1, 2029▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—49 Hosp HLTH Due 08/01/49▼ Sell

$50.0K–$100K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—32 Go Utx Due 10/01/32▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Jun 15, 2030▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Jun 1, 2027▼ Sell

$50.0K–$100K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—26 Mult HSG Due 05/01/26▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Nov 1, 2027▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—New JT New York NY City Transitional Fin▼ Sell

$15.0K+

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Jan 1, 2032▼ Sell

$50.0K–$100K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due May 1, 2036▼ Sell

$250K–$500K

20d lagtraded 2025-06-04PTR ↗

2025-06-24—45 PWR Util Due 05/01/45▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—31 Go Utx Due 08/15/31▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—31 SPL Tax Due 11/15/31▼ Sell

$50.0K–$100K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—42 TPK Tran Due 08/15/42▼ Sell

$50.0K–$100K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Aug 15, 2036▲ Buy

$250K–$500K

20d lagtraded 2025-06-04PTR ↗

2025-06-24—Due May 1, 2036▼ Sell

$100K–$250K

13d lagtraded 2025-06-11PTR ↗

2025-06-24—Due Nov 1, 2040▼ Sell

$15.0K–$50.0K

13d lagtraded 2025-06-11PTR ↗

2025-06-08—Due Jun 15, 2030▲ Buy

$1.00K–$15.0K

12d lagtraded 2025-05-27PTR ↗

2025-06-08—New JT Pacific Co B1 Bond - Martha Gardens 06/01/2027▲ Buy

$500K–$1.00M

10d lagtraded 2025-05-29PTR ↗

2025-06-08—42 TPK Tran Due 08/15/42▲ Buy

$1.00K–$15.0K

17d lagtraded 2025-05-22PTR ↗

2025-05-07—36 Excise Tax Due 06/15/36▼ Sell

$250K–$500K

21d lagtraded 2025-04-16PTR ↗

2025-05-07—Due May 1, 2036▲ Buy

$250K–$500K

21d lagtraded 2025-04-16PTR ↗

2025-04-10—Due Nov 1, 2027▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Feb 1, 2032▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due May 1, 2036▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Mar 1, 2035▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Sep 1, 2027▼ Sell

$50.0K–$100K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Jan 1, 2031▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Nov 1, 2029▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Hosp HLTH Due 08/01/49▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Nov 15, 2035▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Jul 1, 2029▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Go Utx Due 10/01/32▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Jun 15, 2030▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Jun 1, 2027▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—New JT New Jersey ST Transn TR FD Auth▼ Sell

$250K+

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Mult HSG Due 05/01/26▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—PWR Util Due 05/01/45▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Go Utx Due 08/15/31▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Jan 1, 2026▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—SPL Tax▼ Sell

$250K+

22d lagtraded 2025-03-19PTR ↗

2025-04-10—TPK Tran Due 08/15/42▼ Sell

$250K–$500K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Excise Tax Due 06/15/36▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-04-10—Due Nov 1, 2040▼ Sell

$100K–$250K

22d lagtraded 2025-03-19PTR ↗

2025-03-26—Due May 1, 2036▲ Buy

$15.0K–$50.0K

14d lagtraded 2025-03-12PTR ↗

2025-02-25—Due Aug 1, 2028▼ Sell

$500K–$1.00M

13d lagtraded 2025-02-12PTR ↗

2025-02-25—Due May 1, 2036▲ Buy

$500K–$1.00M

13d lagtraded 2025-02-12PTR ↗

2025-02-09—42 TPK Tran Due 08/15/42▲ Buy

$15.0K–$50.0K

13d lagtraded 2025-01-27PTR ↗

2024-12-23—TPK Tran Due 08/15/42▲ Buy

$15.0K–$50.0K

14d lagtraded 2024-12-09PTR ↗

2024-11-21—Hosp HLTH Due 08/01/49▲ Buy

$15.0K–$50.0K

15d lagtraded 2024-11-06PTR ↗

2024-11-21—Due Jan 1, 2032▲ Buy

$15.0K–$50.0K

16d lagtraded 2024-11-05PTR ↗

2024-11-21—TPK Tran Due 08/15/42▲ Buy

$1.00K–$15.0K

17d lagtraded 2024-11-04PTR ↗

2024-11-07—Due Jul 1, 2034▼ Sell

$500K–$1.00M

20d lagtraded 2024-10-18PTR ↗

2024-11-07—Due Nov 15, 2035▲ Buy

$1.00K–$15.0K

10d lagtraded 2024-10-28PTR ↗

2024-11-07—Due Jun 15, 2035▲ Buy

$500K–$1.00M

20d lagtraded 2024-10-18PTR ↗

2024-10-04—PWR Util Due 05/01/45▲ Buy

$15.0K–$50.0K

16d lagtraded 2024-09-18PTR ↗

2024-09-09—Due Aug 1, 2026▼ Sell

$500K–$1.00M

11d lagtraded 2024-08-29PTR ↗

2024-09-09MSFTBuyNew JT Microsoft Corporation - Common Stock▼ Sell

$100K–$250K

9d lagtraded 2024-08-31PTR ↗

2024-09-09—45 PWR Util Due 05/01/45▲ Buy

$1.00K–$15.0K

17d lagtraded 2024-08-23PTR ↗

2024-09-09—36 Excise Tax Due 06/15/36▲ Buy

$500K–$1.00M

11d lagtraded 2024-08-29PTR ↗

2024-08-23—Due Aug 1, 2028▲ Buy

$15.0K–$50.0K

17d lagtraded 2024-08-06PTR ↗

2024-08-23—Due Sep 1, 2027▲ Buy

$15.0K–$50.0K

18d lagtraded 2024-08-05PTR ↗

2024-08-23—TPK Tran Due 08/15/42▲ Buy

$15.0K–$50.0K

11d lagtraded 2024-08-12PTR ↗

2024-08-06—Due Jun 1, 2044▼ Sell

$500K–$1.00M

13d lagtraded 2024-07-24PTR ↗

2024-08-06—TPK Tran Due 08/15/42▲ Buy

$500K–$1.00M

13d lagtraded 2024-07-24PTR ↗

2024-07-11—Due Aug 1, 2026▼ Sell

$1.00K–$15.0K

13d lagtraded 2024-06-28PTR ↗

2024-06-20—Due Jun 15, 2030▲ Buy

$15.0K–$50.0K

29d lagtraded 2024-05-22PTR ↗

2024-06-10—Due Jun 15, 2030▲ Buy

$100K–$250K

24d lagtraded 2024-05-17PTR ↗

2024-06-10—New JT Pacific Co B1 Bond - Villa del Sol▲ Buy

$1.00M–$5.00M

17d lagtraded 2024-05-24PTR ↗

2024-06-10—Due Nov 1, 2040▼ Sell

$500K–$1.00M

19d lagtraded 2024-05-22PTR ↗

2024-06-10—Due Nov 1, 2040▲ Buy

$500K–$1.00M

19d lagtraded 2024-05-22PTR ↗

2024-03-08—Due Aug 1, 2028▲ Buy

$500K–$1.00M

16d lagtraded 2024-02-21PTR ↗

2024-03-08MSFTBuyNew SP Microsoft Corporation - Common Stock▼ Sell

$100K–$250K

8d lagtraded 2024-02-29PTR ↗

2024-03-08—PWR Util Due 05/01/45▲ Buy

$15.0K–$50.0K

16d lagtraded 2024-02-21PTR ↗

2024-02-21—Due Nov 15, 2035▲ Buy

$500K–$1.00M

20d lagtraded 2024-02-01PTR ↗

2024-02-21—Due Dec 15, 2032▼ Sell

$500K–$1.00M

20d lagtraded 2024-02-01PTR ↗

2024-02-21—Due Jun 1, 2044▲ Buy

$50.0K–$100K

16d lagtraded 2024-02-05PTR ↗

2024-02-21—Due Jun 1, 2044▲ Buy

$15.0K–$50.0K

9d lagtraded 2024-02-12PTR ↗

2024-02-21—Due Jun 1, 2044▲ Buy

$15.0K–$50.0K

8d lagtraded 2024-02-13PTR ↗

2024-02-21—Due Jul 15, 2031▼ Sell

$500K–$1.00M

20d lagtraded 2024-02-01PTR ↗

2024-02-05—Go Utx Due 10/01/32▲ Buy

$15.0K–$50.0K

13d lagtraded 2024-01-23PTR ↗

2024-02-05—Due Jun 15, 2030▲ Buy

$50.0K–$100K

5d lagtraded 2024-01-31PTR ↗

2024-02-05—Due Jun 1, 2044▲ Buy

$1.00K–$15.0K

17d lagtraded 2024-01-19PTR ↗

2024-01-22—Due Nov 1, 2029▲ Buy

$1.00K–$15.0K

18d lagtraded 2024-01-04PTR ↗

2024-01-22—PWR Util Due 05/01/45▼ Sell

$15.0K–$50.0K

19d lagtraded 2024-01-03PTR ↗

2023-12-23—Due May 1, 2026▼ Sell

$250K–$500K

15d lagtraded 2023-12-08PTR ↗

2023-12-23—Due Nov 1, 2029▲ Buy

$15.0K–$50.0K

8d lagtraded 2023-12-15PTR ↗

2023-12-23—Due Jul 1, 2034▲ Buy

$500K–$1.00M

16d lagtraded 2023-12-07PTR ↗

2023-12-23—Due Aug 1, 2026▼ Sell

$15.0K–$50.0K

8d lagtraded 2023-12-15PTR ↗

2023-12-23—Due Jul 15, 2031▼ Sell

$100K–$250K

15d lagtraded 2023-12-08PTR ↗

2023-12-23—SPL Tax Due 11/15/31▲ Buy

$1.00K–$15.0K

18d lagtraded 2023-12-05PTR ↗

2023-12-13—Due Nov 1, 2027▲ Buy

$1.00K–$15.0K

27d lagtraded 2023-11-16PTR ↗

2023-11-26—Due May 1, 2026▲ Buy

$15.0K–$50.0K

23d lagtraded 2023-11-03PTR ↗

2023-11-26—Due Nov 1, 2029▲ Buy

$15.0K–$50.0K

25d lagtraded 2023-11-01PTR ↗

2023-11-08—Due Nov 1, 2027▲ Buy

$15.0K–$50.0K

23d lagtraded 2023-10-16PTR ↗

2023-11-08—Go Utx Due 08/15/31▲ Buy

$1.00K–$15.0K

19d lagtraded 2023-10-20PTR ↗

2023-10-10—Due Aug 1, 2026▼ Sell

$15.0K–$50.0K

11d lagtraded 2023-09-29PTR ↗

2023-10-10—Due Mar 7, 2024▲ Buy

$1.00M–$5.00M

21d lagtraded 2023-09-19PTR ↗

2023-09-25—Due Sep 1, 2027▲ Buy

$15.0K–$50.0K

19d lagtraded 2023-09-06PTR ↗

2023-09-11—Due Jun 15, 2030▲ Buy

$15.0K–$50.0K

20d lagtraded 2023-08-22PTR ↗

2023-09-11MSFTBuyNew SP Microsoft Corporation▼ Sell

$250K–$500K

12d lagtraded 2023-08-30PTR ↗

2023-09-11MSFTBuyor spouse pursuant to forward contract dated 2/9/2022. SP Microsoft Corporation▼ Sell

$500K–$1.00M

11d lagtraded 2023-08-31PTR ↗

2023-09-11—Due Jul 15, 2031▲ Buy

$15.0K–$50.0K

14d lagtraded 2023-08-28PTR ↗

2023-08-08—Due Jun 15, 2030▲ Buy

$1.00K–$15.0K

8d lagtraded 2023-07-31PTR ↗

2023-08-08—Go Utx Due 08/15/31▲ Buy

$15.0K–$50.0K

11d lagtraded 2023-07-28PTR ↗

2023-08-08—New JT US Treasury Bill US T Bill Due 01/11/24▲ Buy

$1.00M–$5.00M

20d lagtraded 2023-07-19PTR ↗

2023-07-25—Due Jul 1, 2029▲ Buy

$1.00K–$15.0K

11d lagtraded 2023-07-14PTR ↗

2023-07-07—Due Sep 1, 2027▲ Buy

$15.0K–$50.0K

8d lagtraded 2023-06-29PTR ↗

2023-06-23—Due Dec 15, 2032▲ Buy

$50.0K–$100K

17d lagtraded 2023-06-06PTR ↗

2023-06-23—Due Jun 1, 2044▲ Buy

$15.0K–$50.0K

21d lagtraded 2023-06-02PTR ↗

2023-06-23—Go Utx Due 08/15/31▲ Buy

$15.0K–$50.0K

16d lagtraded 2023-06-07PTR ↗

2023-06-14—SP MSFT Common Stock▼ Sell

$1.00M–$5.00M

288d latetraded 2022-08-30PTR ↗

2023-06-14—filer or spouse pursuant to forward contract dated 2/9/2022 SP MSFT Common Stock▼ Sell

$250K–$500K

105d latetraded 2023-03-01PTR ↗

2023-06-07—Hosp HLTH Due 08/01/49▲ Buy

$15.0K–$50.0K

14d lagtraded 2023-05-24PTR ↗

2023-06-07—Due Jul 1, 2027▼ Sell

$250K–$500K

20d lagtraded 2023-05-18PTR ↗

2023-06-07—Due Aug 1, 2026▲ Buy

$15.0K–$50.0K

7d lagtraded 2023-05-31PTR ↗

2023-06-07—08/01/2030▼ Sell

$500K–$1.00M

20d lagtraded 2023-05-18PTR ↗

2023-06-07—Due Mar 15, 2025▼ Sell

$500K–$1.00M

15d lagtraded 2023-05-23PTR ↗

2023-06-07—Due Mar 1, 2035▲ Buy

$500K–$1.00M

21d lagtraded 2023-05-17PTR ↗

2023-06-07—Due Nov 1, 2040▲ Buy

$500K–$1.00M

16d lagtraded 2023-05-22PTR ↗

2023-05-25—Go Utx Due 08/15/31▲ Buy

$15.0K–$50.0K

22d lagtraded 2023-05-03PTR ↗

2023-05-06—Due Jun 15, 2030▲ Buy

$15.0K–$50.0K

11d lagtraded 2023-04-25PTR ↗

2023-05-06—Due Jan 1, 2031▲ Buy

$15.0K–$50.0K

18d lagtraded 2023-04-18PTR ↗

2023-05-06—New JT US Treasury Bill23 U S T Bill Due 10/19/23▲ Buy

$1.00M–$5.00M

16d lagtraded 2023-04-20PTR ↗

2023-04-10—Due Nov 1, 2029▲ Buy

$1.00K–$15.0K

18d lagtraded 2023-03-23PTR ↗

2023-04-10—Due Mar 15, 2025▼ Sell

$15.0K–$50.0K

11d lagtraded 2023-03-30PTR ↗

2023-03-20—Due Jan 1, 2032▲ Buy

$1.00K–$15.0K

5d lagtraded 2023-03-15PTR ↗

2023-03-20—Due Jan 1, 2031▲ Buy

$1.00K–$15.0K

13d lagtraded 2023-03-07PTR ↗

2023-03-07—Due Feb 1, 2032▲ Buy

$15.0K–$50.0K

19d lagtraded 2023-02-16PTR ↗

2023-03-07—Util Due 05/01/45▲ Buy

$1.00K–$15.0K

11d lagtraded 2023-02-24PTR ↗

2023-02-19—Due Jul 1, 2024▼ Sell

$500K–$1.00M

10d lagtraded 2023-02-09PTR ↗

2023-02-19—Due Dec 15, 2032▲ Buy

$500K–$1.00M

11d lagtraded 2023-02-08PTR ↗

2023-02-19—New JT Seattle WA MN LT PW PWR Util Due 05/01/45▲ Buy

$50.0K–$100K

17d lagtraded 2023-02-02PTR ↗

2023-02-06—Due Nov 1, 2029▲ Buy

$15.0K–$50.0K

10d lagtraded 2023-01-27PTR ↗

2023-02-06—Due Aug 1, 2026▲ Buy

$15.0K–$50.0K

18d lagtraded 2023-01-19PTR ↗

2023-02-06—Due Aug 1, 2026▲ Buy

$50.0K–$100K

14d lagtraded 2023-01-23PTR ↗

2023-02-06—Due Mar 15, 2025▲ Buy

$1.00K–$15.0K

18d lagtraded 2023-01-19PTR ↗

2023-02-06—New JT Seattle WA MN LT PW PWR Util Due 05/01/45▲ Buy

$1.00K–$15.0K

18d lagtraded 2023-01-19PTR ↗

2023-01-21—Due Jul 1, 2029▼ Sell

$1.00K–$15.0K

18d lagtraded 2023-01-03PTR ↗

2023-01-21—PWR Util Due 05/01/45▲ Buy

$15.0K–$50.0K

11d lagtraded 2023-01-10PTR ↗

2023-01-21—Go Utx Due 08/15/31▲ Buy

$500K–$1.00M

15d lagtraded 2023-01-06PTR ↗

2023-01-21—Due Jan 1, 2026▼ Sell

$1.00K–$15.0K

18d lagtraded 2023-01-03PTR ↗

2023-01-21—SPL Tax Due 11/15/31▲ Buy

$500K–$1.00M

15d lagtraded 2023-01-06PTR ↗

2023-01-02—Due Nov 1, 2029▲ Buy

$500K–$1.00M

17d lagtraded 2022-12-16PTR ↗

2023-01-02—Due 06/15/2030▼ Sell

$500K–$1.00M

17d lagtraded 2022-12-16PTR ↗

2023-01-02—26 Comb Tax Due 10/01/26▼ Sell

$500K–$1.00M

17d lagtraded 2022-12-16PTR ↗

2023-01-02—Due Sep 1, 2027▲ Buy

$50.0K–$100K

18d lagtraded 2022-12-15PTR ↗

2023-01-02—Due Aug 1, 2025▼ Sell

$500K–$1.00M

14d lagtraded 2022-12-19PTR ↗

2022-12-13—Due Aug 1, 2030▲ Buy

$15.0K–$50.0K

12d lagtraded 2022-12-01PTR ↗

2022-11-28—Due Sep 1, 2023▼ Sell

$50.0K–$100K

11d lagtraded 2022-11-17PTR ↗

2022-11-28—Due Apr 1, 2031▼ Sell

$250K–$500K

11d lagtraded 2022-11-17PTR ↗

2022-11-28—Due Jun 1, 2027▲ Buy

$15.0K–$50.0K

18d lagtraded 2022-11-10PTR ↗

2022-11-28—Due Nov 1, 2027▲ Buy

$15.0K–$50.0K

24d lagtraded 2022-11-04PTR ↗

2022-11-28—Due Jan 1, 2032▲ Buy

$250K–$500K

11d lagtraded 2022-11-17PTR ↗

2022-11-28—Due Feb 21, 2023▲ Buy

$250K–$500K

19d lagtraded 2022-11-09PTR ↗

2022-11-28—Due May 11, 2023▲ Buy

$1.00M–$5.00M

18d lagtraded 2022-11-10PTR ↗

2022-11-14—Due Aug 1, 2026▲ Buy

$1.00K–$15.0K

26d lagtraded 2022-10-19PTR ↗

2022-11-14—Due Aug 1, 2026▲ Buy

$50.0K–$100K

25d lagtraded 2022-10-20PTR ↗

2022-11-14—Due Aug 1, 2026▼ Sell

$500K–$1.00M

21d lagtraded 2022-10-24PTR ↗

2022-11-14—Due Jun 1, 2044▲ Buy

$500K–$1.00M

21d lagtraded 2022-10-24PTR ↗

2022-10-28—Due 03/15/27▼ Sell

$500K–$1.00M

15d lagtraded 2022-10-13PTR ↗

2022-10-28—Due 11/01/27▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-10-07PTR ↗

2022-10-28—Due 08/01/25▲ Buy

$15.0K–$50.0K

11d lagtraded 2022-10-17PTR ↗

2022-10-28—Due 06/15/30▲ Buy

$15.0K–$50.0K

16d lagtraded 2022-10-12PTR ↗

2022-10-28—Due 08/01/26▲ Buy

$500K–$1.00M

15d lagtraded 2022-10-13PTR ↗

2022-10-28—Due 06/15/30▲ Buy

$1.00K–$15.0K

15d lagtraded 2022-10-13PTR ↗

2022-10-28—PWR Util Due 05/01/45▲ Buy

$15.0K–$50.0K

11d lagtraded 2022-10-17PTR ↗

2022-10-28PWRHoldPWR▲ Buy

$1.00K–$15.0K

15d lagtraded 2022-10-13PTR ↗

2022-10-10—Due Mar 15, 2025▲ Buy

$15.0K–$50.0K

18d lagtraded 2022-09-22PTR ↗

2022-10-10—Due Jun 15, 2030▲ Buy

$1.00K–$15.0K

18d lagtraded 2022-09-22PTR ↗

2022-10-10—Due Jul 1, 2024▲ Buy

$500K–$1.00M

14d lagtraded 2022-09-26PTR ↗

2022-10-10—New JT US Treasury Bill23 U S T Bill Due 09/07/23▲ Buy

$1.00M–$5.00M

12d lagtraded 2022-09-28PTR ↗

2022-09-12—Due Sep 1, 2023▼ Sell

$50.0K–$100K

11d lagtraded 2022-09-01PTR ↗

2022-09-12—22 Go Utx Due 08/23/22▼ Sell

$500K–$1.00M

20d lagtraded 2022-08-23PTR ↗

2022-08-26—Due Feb 1, 2032▲ Buy

$500K–$1.00M

24d lagtraded 2022-08-02PTR ↗

2022-08-26—Due Aug 1, 2030▲ Buy

$250K–$500K

24d lagtraded 2022-08-02PTR ↗

2022-08-26—Due Aug 1, 2031▼ Sell

$250K–$500K

24d lagtraded 2022-08-02PTR ↗

2022-08-26—Due 08/01/2030▲ Buy

$1.00K–$15.0K

17d lagtraded 2022-08-09PTR ↗

2022-08-26—Due 03/15/2027▼ Sell

$500K–$1.00M

24d lagtraded 2022-08-02PTR ↗

2022-08-26—Due 09/01/2027▲ Buy

$15.0K–$50.0K

8d lagtraded 2022-08-18PTR ↗

2022-08-26—Due 07/15/31▲ Buy

$15.0K–$50.0K

22d lagtraded 2022-08-04PTR ↗

2022-08-26—Due 8/1/2025▲ Buy

$100K–$250K

8d lagtraded 2022-08-18PTR ↗

2022-08-26—Due 10/01/25▼ Sell

$250K–$500K

8d lagtraded 2022-08-18PTR ↗

2022-08-08—Mult HSG Due 05/01/26▲ Buy

$500K–$1.00M

17d lagtraded 2022-07-22PTR ↗

2022-07-25—Due 07/08/2022▼ Sell

$500K–$1.00M

17d lagtraded 2022-07-08PTR ↗

2022-07-08—Due 07/08/2022▼ Sell

$15.0K–$50.0K

8d lagtraded 2022-06-30PTR ↗

2022-07-08—Due 08/01/2049▲ Buy

$500K–$1.00M

10d lagtraded 2022-06-28PTR ↗

2022-07-08—Due 06/15/2030▲ Buy

$1.00K–$15.0K

14d lagtraded 2022-06-24PTR ↗

2022-07-08—Due 07/01/2029▼ Sell

$15.0K–$50.0K

7d lagtraded 2022-07-01PTR ↗

2022-07-08—Due 08/01/2031▲ Buy

$15.0K–$50.0K

24d lagtraded 2022-06-14PTR ↗

2022-07-08—Due 08/01/2049▼ Sell

$500K–$1.00M

10d lagtraded 2022-06-28PTR ↗

2022-06-23—Go Utx Due 10/01/32▲ Buy

$15.0K–$50.0K

10d lagtraded 2022-06-13PTR ↗

2022-06-23—Due 03/15/27▲ Buy

$1.00K–$15.0K

14d lagtraded 2022-06-09PTR ↗

2022-06-23—Due 07/15/31▲ Buy

$100K–$250K

16d lagtraded 2022-06-07PTR ↗

2022-06-11—GO Utx Due 10/01/32▲ Buy

$500K–$1.00M

24d lagtraded 2022-05-18PTR ↗

2022-06-11—Due 05/01/23▼ Sell

$250K–$500K

23d lagtraded 2022-05-19PTR ↗

2022-05-23—Due 05/15/2026▼ Sell

$250K–$500K

7d lagtraded 2022-05-16PTR ↗

2022-05-23—Due 06/01/2027▼ Sell

$500K–$1.00M

17d lagtraded 2022-05-06PTR ↗

2022-05-23—Due 06/15/2030▲ Buy

$250K–$500K

20d lagtraded 2022-05-03PTR ↗

2022-05-23—Due 11/01/2027▲ Buy

$500K–$1.00M

17d lagtraded 2022-05-06PTR ↗

2022-05-23—Due 08/01/2026▲ Buy

$1.00K–$15.0K

13d lagtraded 2022-05-10PTR ↗

2022-05-08—due 3/15/2027▲ Buy

$15.0K–$50.0K

12d lagtraded 2022-04-26PTR ↗

2022-05-08—Due 1/1/2027▼ Sell

$250K–$500K

4d lagtraded 2022-05-04PTR ↗

2022-05-08—due 5/1/2045▲ Buy

$1.00K–$15.0K

20d lagtraded 2022-04-18PTR ↗

2022-04-20—Due 03/15/2027▲ Buy

$1.00K–$15.0K

9d lagtraded 2022-04-11PTR ↗

2022-03-09MSFTBuySP Forward Contract▲ Buy

$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 Stock▼ Sell

$500K–$1.00M

9d lagtraded 2022-02-28PTR ↗

2021-10-29MSFTBuyNew SP Microsoft Corporation▼ Sell

$5.00M–$25.0M

11d lagtraded 2021-10-18PTR ↗

2021-10-15MSFTBuyNew SP Microsoft Corporation▼ Sell

$5.00M–$25.0M

42d lagtraded 2021-09-03PTR ↗

2021-09-15MSFTBuySP Microsoft Corporation▲ Buy

$5.00M–$25.0M

15d lagtraded 2021-08-31PTR ↗

2021-09-15MSFTBuyNew SP Microsoft Corporation▲ Buy

$250K–$500K

16d lagtraded 2021-08-30PTR ↗

2021-08-06MSFTBuyRedemption SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-07-02PTR ↗

2021-04-13MSFTBuyNew SP Microsoft Corporation▼ Sell

$500K–$1.00M

40d lagtraded 2021-03-04PTR ↗

2021-04-13MSFTBuyNew JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

13d lagtraded 2021-03-31PTR ↗

2021-01-13MSFTBuyNew SP Microsoft Corporation▼ Sell

$250K–$500K

43d lagtraded 2020-12-01PTR ↗

2020-11-09MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

40d lagtraded 2020-09-30PTR ↗

2020-11-09MSFTBuyNew SP Microsoft Corporation▼ Sell

$5.00M–$25.0M

68d latetraded 2020-09-02PTR ↗

2020-09-14MSFTBuySP Microsoft Corporation▲ Buy

$5.00M–$25.0M

14d lagtraded 2020-08-31PTR ↗

2020-08-10MSFTBuyNew SP Microsoft Corporation▼ Sell

$1.00M–$5.00M

13d lagtraded 2020-07-28PTR ↗

2020-07-15MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2020-06-30PTR ↗

2020-04-14MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

14d lagtraded 2020-03-31PTR ↗

2020-04-14MSFTBuyNew SP Microsoft Corporation▲ Buy

$500K–$1.00M

43d lagtraded 2020-03-02PTR ↗

2020-01-15MSFTBuySP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2019-12-31PTR ↗

2019-11-14—Redemption SP Manning & Napier, Inc. Class a▼ Sell

$100K–$250K

20d lagtraded 2019-10-25PTR ↗

2019-10-15MSFTBuyPartial Redemption SP Microsoft Corporation▲ Buy

$5.00M–$25.0M

42d lagtraded 2019-09-03PTR ↗

2019-10-15MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2019-09-30PTR ↗

2019-10-15MSFTBuyNew SP Microsoft Corporation▼ Sell

$5.00M–$25.0M

41d lagtraded 2019-09-04PTR ↗

2019-09-15MSFTBuySP Microsoft Corporation▼ Sell

$500K–$1.00M

18d lagtraded 2019-08-28PTR ↗

2019-07-16MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

18d lagtraded 2019-06-28PTR ↗

2019-05-08MSFTBuyJT Microsoft Corporation▲ Buy

$1.00M–$5.00M

146d latetraded 2018-12-13PTR ↗

2019-04-12MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

14d lagtraded 2019-03-29PTR ↗

2019-04-12MSFTBuyNew SP Microsoft Corporation▼ Sell

$500K–$1.00M

38d lagtraded 2019-03-05PTR ↗

2019-03-15MSFTBuySP Microsoft Corporation▲ Buy

$500K–$1.00M

15d lagtraded 2019-02-28PTR ↗

2019-01-15MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2018-12-31PTR ↗

2018-10-16MSFTBuySP Microsoft Corporation▼ Sell

$5.00M–$25.0M

42d lagtraded 2018-09-04PTR ↗

2018-10-16MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

18d lagtraded 2018-09-28PTR ↗

2018-09-14MSFTBuyNew SP Microsoft Corporation▲ Buy

$5.00M–$25.0M

14d lagtraded 2018-08-31PTR ↗

2018-09-14MSFTBuyNew SP Microsoft Corporation▲ Buy

$250K–$500K

16d lagtraded 2018-08-29PTR ↗

2018-08-29MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

58d latetraded 2018-07-02PTR ↗

2018-06-15—Due 10/01/2025▲ Buy

$250K–$500K

29d lagtraded 2018-05-17PTR ↗

2018-06-15—Due 02/01/2029▼ Sell

$250K–$500K

29d lagtraded 2018-05-17PTR ↗

2018-06-15—Due 01/01/2026▲ Buy

$250K–$500K

37d lagtraded 2018-05-09PTR ↗

2018-04-13—Due Jan 1, 2027▲ Buy

$1.00K–$15.0K

17d lagtraded 2018-03-27PTR ↗

2018-04-13MSFTBuyNew SP Microsoft Corporation▼ Sell

$100K–$250K

43d lagtraded 2018-03-01PTR ↗

2018-04-13MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2018-03-29PTR ↗

2018-03-06—Due 06/27/18▲ Buy

$250K–$500K

8d lagtraded 2018-02-26PTR ↗

2018-03-06MSFTBuyNew SP Microsoft Corporation▲ Buy

$250K–$500K

6d lagtraded 2018-02-28PTR ↗

2018-02-16—Due 01/16/2018▼ Sell

$100K–$250K

31d lagtraded 2018-01-16PTR ↗

2018-01-10—DuE 08/01/2021▲ Buy

$250K–$500K

34d lagtraded 2017-12-07PTR ↗

2018-01-10—DuE 06/30/2019▼ Sell

$250K–$500K

34d lagtraded 2017-12-07PTR ↗

2018-01-10—DuE 06/30/19▼ Sell

$15.0K–$50.0K

35d lagtraded 2017-12-06PTR ↗

2018-01-10—DuE 06/30/2023▼ Sell

$250K–$500K

35d lagtraded 2017-12-06PTR ↗

2018-01-10—DuE 10/01/2024▲ Buy

$250K–$500K

35d lagtraded 2017-12-06PTR ↗

2018-01-10MSFTBuyNew JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

12d lagtraded 2017-12-29PTR ↗

2017-12-16—Due 07/01/2020▲ Buy

$250K–$500K

37d lagtraded 2017-11-09PTR ↗

2017-12-16—Due 08/01/2023▼ Sell

$100K–$250K

19d lagtraded 2017-11-27PTR ↗

2017-12-16—Due 08/31/2024▼ Sell

$100K–$250K

19d lagtraded 2017-11-27PTR ↗

2017-12-16—Due 08/31/2024▲ Buy

$100K–$250K

33d lagtraded 2017-11-13PTR ↗

2017-12-16—Due 09/15/2023▼ Sell

$100K–$250K

37d lagtraded 2017-11-09PTR ↗

2017-12-16—Due 10/01/2019▼ Sell

$250K–$500K

19d lagtraded 2017-11-27PTR ↗

2017-11-11—1/1/2027▼ Sell

$100K–$250K

26d lagtraded 2017-10-16PTR ↗

2017-11-11—11/01/2024▼ Sell

$250K–$500K

17d lagtraded 2017-10-25PTR ↗

2017-11-11—12/15/2019▲ Buy

$15.0K–$50.0K

22d lagtraded 2017-10-20PTR ↗

2017-11-11—2/1/2029▲ Buy

$250K–$500K

17d lagtraded 2017-10-25PTR ↗

2017-11-11—1/1/2029▲ Buy

$100K–$250K

29d lagtraded 2017-10-13PTR ↗

2017-11-03MSFTBuyer asset transaction type Date notification Date amount SP Microsoft Corporation▼ Sell

$250K–$500K

59d latetraded 2017-09-05PTR ↗

2017-11-03MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2017-09-29PTR ↗

2017-09-19—Due 05/01/2039▲ Buy

$250K–$500K

32d lagtraded 2017-08-18PTR ↗

2017-09-19MSFTBuyNew SP Microsoft Corporation▲ Buy

$250K–$500K

21d lagtraded 2017-08-29PTR ↗

2017-09-19MSFTBuyNew SP Microsoft Corporation▲ Buy

$100K–$250K

19d lagtraded 2017-08-31PTR ↗

2017-09-19MSFTBuyNew SP Microsoft Corporation▲ Buy

$250K–$500K

19d lagtraded 2017-08-31PTR ↗

2017-09-19—Dye 04/01/2041▼ Sell

$250K–$500K

27d lagtraded 2017-08-23PTR ↗

2017-08-16—01/15/2018▼ Sell

$100K–$250K

16d lagtraded 2017-07-31PTR ↗

2017-08-16—08/01/2029▲ Buy

$250K–$500K

21d lagtraded 2017-07-26PTR ↗

2017-08-16—05/15/2022▼ Sell

$250K–$500K

21d lagtraded 2017-07-26PTR ↗

2017-07-16—Due 02/15/2025▲ Buy

$250K–$500K

39d lagtraded 2017-06-07PTR ↗

2017-07-16MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

16d lagtraded 2017-06-30PTR ↗

2017-07-16—Due 06/30/2023▼ Sell

$50.0K–$100K

37d lagtraded 2017-06-09PTR ↗

2017-06-08—iD owner asset transaction type Date notification Date amount JT Nasdaq Inc Note▼ Sell

$100K–$250K

13d lagtraded 2017-05-26PTR ↗

2017-05-10—due 01/01/2027▲ Buy

$15.0K–$50.0K

23d lagtraded 2017-04-17PTR ↗

2017-05-10—Due 04/01/2041▼ Sell

$1.00K–$15.0K

37d lagtraded 2017-04-03PTR ↗

2017-04-05MSFTBuyer asset transaction type Date notification Date amount SP Microsoft Corporation▼ Sell

$50.0K–$100K

35d lagtraded 2017-03-01PTR ↗

2017-02-11—Due 02/01/21▼ Sell

$500K–$1.00M

36d lagtraded 2017-01-06PTR ↗

2017-02-11—Due 07/01/25▼ Sell

$250K–$500K

30d lagtraded 2017-01-12PTR ↗

2017-02-11—Due 06/30/2019▲ Buy

$250K–$500K

36d lagtraded 2017-01-06PTR ↗

2017-02-11—Due 06/30/2018▲ Buy

$250K–$500K

36d lagtraded 2017-01-06PTR ↗

2017-02-11—Due 06/30/23▲ Buy

$250K–$500K

30d lagtraded 2017-01-12PTR ↗

2017-01-10MSFTBuyer asset transaction type Date notification Date amount SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

11d lagtraded 2016-12-30PTR ↗

2016-12-11—Due 01/22/17▼ Sell

$100K–$250K

26d lagtraded 2016-11-15PTR ↗

2016-12-11—Due 03/22/17▼ Sell

$100K–$250K

26d lagtraded 2016-11-15PTR ↗

2016-12-11—Due 11/01/39▲ Buy

$250K–$500K

26d lagtraded 2016-11-15PTR ↗

2016-12-11—Due 11/01/39▼ Sell

$250K–$500K

18d lagtraded 2016-11-23PTR ↗

2016-12-11—Due 04/01/21▼ Sell

$100K–$250K

18d lagtraded 2016-11-23PTR ↗

2016-12-11—Educ univ Due 10/01/19▲ Buy

$250K–$500K

18d lagtraded 2016-11-23PTR ↗

2016-11-15—Due 03/16/20▼ Sell

$250K–$500K

25d lagtraded 2016-10-21PTR ↗

2016-11-15—Due 01/16/18▼ Sell

$15.0K–$50.0K

21d lagtraded 2016-10-25PTR ↗

2016-11-15—Due 01/15/18▼ Sell

$50.0K–$100K

22d lagtraded 2016-10-24PTR ↗

2016-11-15—Due 11/01/24▼ Sell

$50.0K–$100K

21d lagtraded 2016-10-25PTR ↗

2016-11-15—Due 07/01/28▲ Buy

$250K–$500K

32d lagtraded 2016-10-14PTR ↗

2016-11-15—Due 05/15/22▼ Sell

$50.0K–$100K

22d lagtraded 2016-10-24PTR ↗

2016-11-15—Due 01/16/18▼ Sell

$50.0K–$100K

22d lagtraded 2016-10-24PTR ↗

2016-11-15—Due 12/15/2019▲ Buy

$250K–$500K

25d lagtraded 2016-10-21PTR ↗

2016-11-15—due 07/01/2018▼ Sell

$250K–$500K

28d lagtraded 2016-10-18PTR ↗

2016-11-15—New JT Roper Ind 2.05 Due 10/01/2018▼ Sell

$250K–$500K

25d lagtraded 2016-10-21PTR ↗

2016-11-15—Due 09/15/23▼ Sell

$15.0K–$50.0K

22d lagtraded 2016-10-24PTR ↗

2016-11-15—Due 04/01/21▼ Sell

$50.0K–$100K

22d lagtraded 2016-10-24PTR ↗

2016-10-16MSFTBuyer asset transaction type Date notification Date amount SP Microsoft Corporation▼ Sell

$250K–$500K

45d lagtraded 2016-09-01PTR ↗

2016-09-12—04/01/2047▼ Sell

$250K–$500K

33d lagtraded 2016-08-10PTR ↗

2016-09-12—01/01/2027▲ Buy

$250K–$500K

35d lagtraded 2016-08-08PTR ↗

2016-09-12MSFTBuyNew SP Microsoft Corporation▲ Buy

$100K–$250K

14d lagtraded 2016-08-29PTR ↗

2016-09-12MSFTBuyNew SP Microsoft Corporation▲ Buy

$250K–$500K

12d lagtraded 2016-08-31PTR ↗

2016-07-13—ype Date Notification Date Amount JT 8point3 Energy Partners lP - Class A Shares▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13AYIBuyJT Acuity Brands Inc▼ Sell

$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 04/01/47▼ Sell

$100K–$250K

20d lagtraded 2016-06-23PTR ↗

2016-07-13BWAHoldNew JT BorgWarner Inc.▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13CGNXHoldNew JT Cognex Corporation▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13—Due 05/15/26▼ Sell

$100K–$250K

20d lagtraded 2016-06-23PTR ↗

2016-07-13—JT Fanuc Corp▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13HASIHoldNew JT Hannon Armstrong Sustainable Infrastructure Capital, Inc.▼ Sell

$50.0K–$100K

34d lagtraded 2016-06-09PTR ↗

2016-07-13—Due 09/01/23▼ Sell

$50.0K–$100K

20d lagtraded 2016-06-23PTR ↗

2016-07-13ITRINew JT Itron, Inc.▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13JCIHoldNew JT Johnson Controls, Inc.▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13MSFTBuyNew JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

13d lagtraded 2016-06-30PTR ↗

2016-07-13—Due 03/22/2016▼ Sell

$50.0K–$100K

16d lagtraded 2016-06-27PTR ↗

2016-07-13—Due 07/01/18▼ Sell

$100K–$250K

20d lagtraded 2016-06-23PTR ↗

2016-07-13—Due 08/01/23▲ Buy

$15.0K–$50.0K

42d lagtraded 2016-06-01PTR ↗

2016-07-13—New JT Pattern Energy Group Inc. - Class A▼ Sell

$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 Corporation▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13TRMBHoldJT Trimble Navigation limited▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-07-13—Due 06/30/2018▼ Sell

$50.0K–$100K

19d lagtraded 2016-06-24PTR ↗

2016-07-13WTSHoldNew JT Watts Water Technologies, Inc. Class A▼ Sell

$15.0K–$50.0K

34d lagtraded 2016-06-09PTR ↗

2016-06-15—Due 9/1/23▲ Buy

$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 ↗

2016-05-13JCIHoldr 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 08/01/23▲ Buy

$50.0K–$100K

25d lagtraded 2016-04-18PTR ↗

2016-04-15SPWRNew JT SunPower Corporation▲ Buy

$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 05/01/22▼ Sell

$250K–$500K

15d lagtraded 2016-03-31PTR ↗

2016-04-15—Due 11/01/24▼ Sell

$100K–$250K

37d lagtraded 2016-03-09PTR ↗

2016-04-15—Due 06/24/16▼ Sell

$100K–$250K

38d lagtraded 2016-03-08PTR ↗

2016-04-15ITRINew JT Itron, Inc.▼ Sell

$1.00K–$15.0K

30d lagtraded 2016-03-16PTR ↗

2016-04-15MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2016-03-31PTR ↗

2016-04-15—Due 08/01/23▼ Sell

$100K–$250K

37d lagtraded 2016-03-09PTR ↗

2016-03-11WMSHoldransaction 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 Corporation▼ Sell

$15.0K–$50.0K

14d lagtraded 2016-02-26PTR ↗

2016-03-11—Due 06-24-16▼ Sell

$250K–$500K

16d lagtraded 2016-02-24PTR ↗

2016-03-11MSFTBuyNew SP Microsoft Corporation▼ Sell

$100K–$250K

24d lagtraded 2016-02-16PTR ↗

2016-03-11TRMBHoldNew JT Trimble Navigation limited▲ Buy

$15.0K–$50.0K

14d lagtraded 2016-02-26PTR ↗

2016-03-11—Due 09-15-2016▲ Buy

$250K–$500K

16d lagtraded 2016-02-24PTR ↗

2016-02-15SPWRForeign Exchange Position JT SunPower Corporation▲ Buy

$1.00K–$15.0K

25d lagtraded 2016-01-21PTR ↗

2016-01-14MSFTBuyNew SP Microsoft Corporation▲ Buy

$15.0K–$50.0K

14d lagtraded 2015-12-31PTR ↗

2015-12-11—Due 09/01/17▼ Sell

$250K–$500K

31d lagtraded 2015-11-10PTR ↗

2015-12-11—Due 07/01/2018▼ Sell

$100K–$250K

16d lagtraded 2015-11-25PTR ↗

2015-12-11—New JT Meyer Burger▼ Sell

$1.00K–$15.0K

29d lagtraded 2015-11-12PTR ↗

2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary Shares▼ Sell

$1.00K–$15.0K

30d lagtraded 2015-11-11PTR ↗

2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary Shares▼ Sell

$1.00K–$15.0K

24d lagtraded 2015-11-17PTR ↗

2015-12-11—New JT MiX Telematics limited american▼ Sell

$1.00K–$15.0K

18d lagtraded 2015-11-23PTR ↗

2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary Shares▼ Sell

$1.00K–$15.0K

17d lagtraded 2015-11-24PTR ↗

2015-12-11—ematics limited american Depositary Shares, each representing 25 Ordinary Shares▼ Sell

$1.00K–$15.0K

16d lagtraded 2015-11-25PTR ↗

2015-12-11—Due 12/01/33▲ Buy

$250K–$500K

16d lagtraded 2015-11-25PTR ↗

2015-12-11—New JT Southwestern Energy Company▼ Sell

$15.0K–$50.0K

25d lagtraded 2015-11-16PTR ↗

2015-12-11—Due 07/31/2016▼ Sell

$100K–$250K

31d lagtraded 2015-11-10PTR ↗

2015-12-11—Due 07/31/2016▼ Sell

$100K–$250K

11d lagtraded 2015-11-30PTR ↗

2015-11-11MSFTBuyer asset transaction type Date notification Date amount SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2015-10-09PTR ↗

2015-11-11MSFTBuyNew SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2015-10-27PTR ↗

2015-11-11—DuE 07/01/18▲ Buy

$15.0K–$50.0K

29d lagtraded 2015-10-13PTR ↗

2015-10-15—DuE 03/16/2020▼ Sell

$15.0K–$50.0K

29d lagtraded 2015-09-16PTR ↗

2015-10-15—DuE 04/01/2047▼ Sell

$50.0K–$100K

29d lagtraded 2015-09-16PTR ↗

2015-10-15—06/24/2016▼ Sell

$50.0K–$100K

24d lagtraded 2015-09-21PTR ↗

2015-10-15—DuE 02/01/2021▼ Sell

$50.0K–$100K

27d lagtraded 2015-09-18PTR ↗

2015-10-15—DuE 02/01/2021▼ Sell

$50.0K–$100K

29d lagtraded 2015-09-16PTR ↗

2015-10-15—09/01/2023▼ Sell

$50.0K–$100K

27d lagtraded 2015-09-18PTR ↗

2015-10-15—New JT lOWER COlO RIV auTH TEX 5.00 DuE 05/15/2022▼ Sell

$50.0K–$100K

27d lagtraded 2015-09-18PTR ↗

2015-10-15—DuE▼ Sell

$15.0K–$50.0K

29d lagtraded 2015-09-16PTR ↗

2015-10-15—DuE 08/01/2023▼ Sell

$100K–$250K

24d lagtraded 2015-09-21PTR ↗

2015-10-15—DuE 06/15/2020▼ Sell

$50.0K–$100K

29d lagtraded 2015-09-16PTR ↗

2015-10-15—DuE 10/01/2018▼ Sell

$15.0K–$50.0K

29d lagtraded 2015-09-16PTR ↗

2015-10-15—DuE 04/01/2021▼ Sell

$15.0K–$50.0K

29d lagtraded 2015-09-16PTR ↗

2015-09-14—DuE 07/31/20▼ Sell

$250K–$500K

35d lagtraded 2015-08-10PTR ↗

2015-09-14—DuE 03/16/20▼ Sell

$15.0K–$50.0K

35d lagtraded 2015-08-10PTR ↗

2015-09-14—New JT Fanuc Corp▲ Buy

$15.0K–$50.0K

39d lagtraded 2015-08-06PTR ↗

2015-09-14—DuE 06/24/16▼ Sell

$50.0K–$100K

35d lagtraded 2015-08-10PTR ↗

2015-09-14MSFTBuyNew SP Microsoft Corporation▲ Buy

$100K–$250K

14d lagtraded 2015-08-31PTR ↗

2015-09-14—DuE 03/22/2017▼ Sell

$1.00K–$15.0K

35d lagtraded 2015-08-10PTR ↗

2015-09-14—DuE 10/01/18▼ Sell

$15.0K–$50.0K

35d lagtraded 2015-08-10PTR ↗

2015-09-14SPWRNew JT SunPower Corporation▼ Sell

$1.00K–$15.0K

33d lagtraded 2015-08-12PTR ↗

2015-09-14SPWRNew JT SunPower Corporation▼ Sell

$15.0K–$50.0K

25d lagtraded 2015-08-20PTR ↗

2015-09-14—DuE 04/01/21▼ Sell

$15.0K–$50.0K

34d lagtraded 2015-08-11PTR ↗

2015-08-10—DuE 11/01/24▲ Buy

$15.0K–$50.0K

40d lagtraded 2015-07-01PTR ↗

2015-08-10WTSHoldNew JT Watts Water Technologies, Inc. Class a▲ Buy

$1.00K–$15.0K

14d lagtraded 2015-07-27PTR ↗

2015-07-12—DuE 11/15/16▼ Sell

$250K–$500K

31d lagtraded 2015-06-11PTR ↗

2015-07-12—DuE 02/01/21▲ Buy

$500K–$1.00M

32d lagtraded 2015-06-10PTR ↗

2015-07-12—DuE 01/22/17▲ Buy

$15.0K–$50.0K

34d lagtraded 2015-06-08PTR ↗

2015-07-12—DuE 03/22/17▲ Buy

$15.0K–$50.0K

12d lagtraded 2015-06-30PTR ↗

2015-07-12—DuE 01/01/18▼ Sell

$250K–$500K

30d lagtraded 2015-06-12PTR ↗

2015-05-10—Due 01/15/18▲ Buy

$250K–$500K

11d lagtraded 2015-04-29PTR ↗

2015-05-10—Due 08/15/17▼ Sell

$250K–$500K

39d lagtraded 2015-04-01PTR ↗

2015-05-10—Due 07/01/16▼ Sell

$100K–$250K

38d lagtraded 2015-04-02PTR ↗

2015-05-10—Due 01/01/20▼ Sell

$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 08/01/23▲ Buy

$500K–$1.00M

39d lagtraded 2015-04-01PTR ↗

2015-05-10—Due 04/01/41▼ Sell

$1.00K–$15.0K

39d lagtraded 2015-04-01PTR ↗

2015-05-10—Due 06/30/2018▲ Buy

$250K–$500K

20d lagtraded 2015-04-20PTR ↗

2015-04-16WMSHoldransaction type Date notification Date amount JT advanced Drainage Systems, Inc.▲ Buy

$15.0K–$50.0K

41d lagtraded 2015-03-06PTR ↗

2015-04-16—Due 03/16/20▲ Buy

$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 07/31/2020▼ Sell

$250K–$500K

37d lagtraded 2015-03-10PTR ↗

2015-03-10—Due 05/15/19▲ Buy

$250K–$500K

33d lagtraded 2015-02-05PTR ↗

2015-03-10—Due 10/15/17▲ Buy

$250K–$500K

25d lagtraded 2015-02-13PTR ↗

2015-03-10—Tran air Due 11/15/18▼ Sell

$500K–$1.00M

34d lagtraded 2015-02-04PTR ↗

2015-03-10—24 Due 11/01/24▲ Buy

$15.0K–$50.0K

18d lagtraded 2015-02-20PTR ↗

2015-03-10—40 gO uTX Due 02/15/40▼ Sell

$100K–$250K

21d lagtraded 2015-02-17PTR ↗

2015-03-10—Due 10/01/18▲ Buy

$250K–$500K

34d lagtraded 2015-02-04PTR ↗

2015-02-13CSIQaction type Date notification Date amount JT Canadian Solar Inc. - common shares▼ Sell

$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

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 06/24/16▼ Sell

$15.0K–$50.0K

26d lagtraded 2014-12-24PTR ↗

2015-01-19—Due 04/01/15▼ Sell

$100K–$250K

47d latetraded 2014-12-03PTR ↗

2015-01-19—Tax Due 01/01/18▼ Sell

$250K–$500K

47d latetraded 2014-12-03PTR ↗

2015-01-19—Due 07/31/20▲ Buy

$500K–$1.00M

47d latetraded 2014-12-03PTR ↗

2015-01-19—Due 04/01/21▲ Buy

$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).