Senate disclosures
Imported Senate disclosures only. Coverage is incomplete and may include household transactions or amendments.
Following saves this profile on your device.These are reported transactions, not a complete portfolio. The owner may be a family member or joint account.
Transaction dates: October 9, 2025 – October 8, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 215 transactions in this period
Share of reported transactions, not portfolio allocation.
122 reported securities / assets
The reported owner may be the member, spouse or a joint account. Amounts are shown as filed, usually as ranges.
Showing the first 6 of 15 trades on this page.
American Funds - New World Fund Inc Class R-1 Sh · Stock
The filing reports a partial sale for a joint account.
Most reported assets first. Bars show their share of all transactions in the selected period. Asset names stay as filed.
Imported transaction dates: March 19, 2025 – August 27, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2025 | 2 | 2 | 0 |
| November 1, 2025 | 12 | 29 | 0 |
| December 1, 2025 | 8 | 8 | 0 |
| January 1, 2026 | 23 | 14 | 0 |
| February 1, 2026 | 10 | 9 | 0 |
| March 1, 2026 | 6 | 3 | 0 |
| April 1, 2026 | 2 | 1 | 0 |
| May 1, 2026 | 15 | 36 | 0 |
| June 1, 2026 | 5 | 5 | 0 |
| July 1, 2026 | 12 | 4 | 0 |
| August 1, 2026 | 5 | 4 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
Westwood Smallcap Fund Class Y · Stock
The filing reports a purchase for a joint account.
iShares MSCI EAFE ETF · Stock
The filing reports a partial sale for a joint account.
Salesforce Inc · Stock
The filing reports a full sale for a joint account.
Arista Networks Inc · Stock
The filing reports a purchase for a joint account.
Amazon.com Inc · Stock
The filing reports a purchase for a joint account.
META · Stock
The filing reports a purchase for a joint account.
iShares MSCI All Country Asia ex Japan ETF · Stock
The filing reports a full sale for a joint account.
Vanguard FTSE Developed Markets ETF · Stock
The filing reports a purchase for a joint account.
Vanguard FTSE Emerging Markets ETF · Stock
The filing reports a purchase for a joint account.
Tortoise North American Pipeline ETF · Stock
The filing reports a partial sale for a joint account.
Omnicom Group Inc · Stock
The filing reports a partial sale for a joint account.
Meta Platforms Inc · Stock
The filing reports a purchase for a joint account.
COLGATE PALMOLIVE LTD. · Stock
The filing reports a full sale for a joint account.
Costco Wholesale · Stock
The filing reports a purchase for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| RNWAXAmerican Funds - New World Fund Inc Class R-1 Shjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 818 days after trade | Original report |
| WWSYXWestwood Smallcap Fund Class Yjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 818 days after trade | Original report |
| EFAiShares MSCI EAFE ETFjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 818 days after trade | Original report |
| CRMSalesforce Incjoint · ST | Full saleSale (Full) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 13, 2025Filed Dec 825 days after trade | Original report |
| ANETArista Networks Incjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | November 13, 2025Filed Dec 825 days after trade | Original report |
| AMZNAmazon.com Incjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | November 13, 2025Filed Dec 825 days after trade | Original report |
| StockMETAjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | November 13, 2025Filed Dec 825 days after trade | Original report |
| AAXJiShares MSCI All Country Asia ex Japan ETFjoint · ST | Full saleSale (Full) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 6, 2025Filed Dec 832 days after trade | Original report |
| VEAVanguard FTSE Developed Markets ETFjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | November 6, 2025Filed Dec 832 days after trade | Original report |
| VWOVanguard FTSE Emerging Markets ETFjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | November 6, 2025Filed Dec 832 days after trade | Original report |
| TPYPTortoise North American Pipeline ETFjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 3, 2025Filed Nov 1512 days after trade | Original report |
| OMCOmnicom Group Incjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 31, 2025Filed Nov 1515 days after trade | Original report |
| METAMeta Platforms Incjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | October 31, 2025Filed Nov 1515 days after trade | Original report |
| COLPALCOLGATE PALMOLIVE LTD.joint · ST | Full saleSale (Full) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 9, 2025Filed Nov 1537 days after trade | Original report |
| COSTCostco Wholesalejoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | October 9, 2025Filed Nov 1537 days after trade | Original report |
Trade date vs. filing dateThe trade date records when the reported transaction happened. The filing date records the report submission; the two can be weeks apart.
A range, not an exact amountA reported $15K–$50K band does not reveal the exact price or number of shares. Purchases and sales are shown separately.
Check the reported ownerA row may refer to the member, a spouse, a dependent, or a joint account. The original filing provides the supporting detail.
