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 8, 2025 – October 7, 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 20 trades on this page.
Otis Worldwide Corporation Common Stock · Stock
The filing reports a purchase 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 |
iShares Core S&P 500 ETF · Stock
The filing reports a partial sale for a joint account.
Tradr 2X Long SPY Monthly ETF · Stock
The filing reports a purchase for a joint account.
Johnson & Johnson Common Stock · Stock
The filing reports a partial sale for a joint account.
Avantis U.S. Small Cap Value ETF · Stock
The filing reports a purchase for a joint account.
iShares Core S&P Small-Cap ETF · Stock
The filing reports a purchase for a joint account.
Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares · Stock
The filing reports a full sale for a joint account.
First Solar, Inc. - Common Stock · Stock
The filing reports a purchase for a joint account.
Constellation Energy Corporation - Common Stock When-Issued · Stock
The filing reports a partial sale for a joint account.
Eli Lilly and Company · Stock
The filing reports a partial sale for a joint account.
iShares Core S&P 500 ETF · Stock
The filing reports a partial sale for a joint account.
iShares Russell 2000 ETF · Stock
The filing reports a partial sale for a joint account.
First Trust Global Tactical Commodity Strategy Fun · Stock
The filing reports a partial sale for a joint account.
Fiserv Inc · Stock
The filing reports a partial sale for a joint account.
First Trust Exchange-Traded Fund VIII FT Energy In · Stock
The filing reports a partial sale for a joint account.
Vanguard Global ex-U.S. Real Estate ETF · Stock
The filing reports a partial sale for a joint account.
Tortoise North Amer Pipeline Fund · Stock
The filing reports a partial sale for a joint account.
Vanguard FTSE Developed Markets ETF · Stock
The filing reports a partial sale for a joint account.
NEW WORLD FUND INC - Class R-6 · Stock
The filing reports a partial sale for a joint account.
iShares MSCI EAFE ETF · Stock
The filing reports a partial sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| OTISOtis Worldwide Corporation Common Stockjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 1115 days after trade | Original report |
| IVViShares Core S&P 500 ETFjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 1115 days after trade | Original report |
| SPYMTradr 2X Long SPY Monthly ETFjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | August 20, 2026Filed Sep 1122 days after trade | Original report |
| JNJJohnson & Johnson Common Stockjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 20, 2026Filed Sep 1122 days after trade | Original report |
| AVUVAvantis U.S. Small Cap Value ETFjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | August 19, 2026Filed Sep 1123 days after trade | Original report |
| IJRiShares Core S&P Small-Cap ETFjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | August 19, 2026Filed Sep 1123 days after trade | Original report |
| WWSYXWestwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Sharesjoint · ST | Full saleSale (Full) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 19, 2026Filed Sep 1123 days after trade | Original report |
| FSLRFirst Solar, Inc. - Common Stockjoint · ST | PurchasePurchase | $1,001 – $15,000Reported range; exact amount not disclosed. | August 13, 2026Filed Sep 1129 days after trade | Original report |
| CEGConstellation Energy Corporation - Common Stock When-Issuedjoint · ST | Partial saleSale (Partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 13, 2026Filed Sep 1129 days after trade | Original report |
| LLYEli Lilly and Companyjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| IVViShares Core S&P 500 ETFjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| IWMiShares Russell 2000 ETFjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| FTGCFirst Trust Global Tactical Commodity Strategy Funjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| FISVFiserv Incjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| EIPIFirst Trust Exchange-Traded Fund VIII FT Energy Injoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| VNQIVanguard Global ex-U.S. Real Estate ETFjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| TPYPTortoise North Amer Pipeline Fundjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| VEAVanguard FTSE Developed Markets ETFjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Aug 24276 days after trade | Original report |
| RNWGXNEW WORLD FUND INC - Class R-6joint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Aug 24277 days after trade | Original report |
| EFAiShares MSCI EAFE ETFjoint · ST | Partial saleSale (Partial) · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Aug 24277 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.
