stock_trades

Congressional stock trading disclosures from 100% government sources. Senate: efdsearch.senate.gov (15,000+ transactions, 2012-present). House: disclosures-clerk.house.gov PTR PDFs parsed for transaction-level data (tickers, amounts, buy/sell). 64,000+ total transactions. Both chambers linked to congress_members via bioguide_id.

Data license: Public Domain (U.S. Government data) · Data source: Federal Register API & Regulations.gov API

503 rows where transaction_type = "Exchange" sorted by transaction_date descending

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  • Exchange · 503 ✖
id member_name bioguide_id chamber transaction_date ▲ disclosure_date ticker cik asset_description asset_type transaction_type amount_range owner comment source_url filing_type state_district doc_id
62226 Laura Friedman F000483 House 2026-04-08 2026-05-14     Hologic, Inc. [PS] PS Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034563.pdf P CA30 20034563
61927 Rick Larsen L000560 House 2026-03-31 2026-04-15     CNL Healthcare Properties Inc (widely held) [OT] based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. OT Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034351.pdf P WA02 20034351
61931 Rick Larsen L000560 House 2026-03-31 2026-04-15 SNDA   Sonida Senior Living, Inc. Common Stock (SNDA) [ST] purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR ST Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034351.pdf P WA02 20034351
61942 Laura Friedman F000483 House 2026-03-24 2026-04-17 ABT 1800 Abbott Laboratories Common Stock (ABT) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034355.pdf P CA30 20034355
60750 Debbie Dingell D000624 House 2026-02-10 2026-02-23 WAT 1000697 Waters Corporation Common Stock (WAT) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034035.pdf P MI06 20034035
61702 Kevin Hern H001082 House 2026-02-09 2026-03-06 WAT 1000697 Waters Corporation Common Stock (WAT) [ST] ST Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034128.pdf P OK01 20034128
61662 Neal Patrick MD, Facs Dunn D000628 House 2026-02-02 2026-03-17     Cadence Bank 5.50% Series A (CADE$A) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf P FL02 20034114
61663 Neal Patrick MD, Facs Dunn D000628 House 2026-02-02 2026-03-17 HBANZ   Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] OT Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf P FL02 20034114
60749 Debbie Dingell D000624 House 2026-01-05 2026-01-12 VSNT 2067876 VERSANT MEDIA GROUP INC CL A (VSNT) [OT] OT Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033744.pdf P MI06 20033744
61227 Nancy Pelosi P000197 House 2026-01-02 2026-01-23 VSNT 2067876 Versant Media Group, Inc. - Class A Common Stock (VSNT) [ST] were surrendered as a result of the spinoff. ST Exchange $15 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033725.pdf P CA11 20033725
60894 Thomas H. Kean K000398 House 2025-12-16 2026-01-16 LLYVA 2078416 Liberty Media Corporation - Series A Liberty Live Common Stock (LLYVA) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033821.pdf P NJ07 20033821
60895 Thomas H. Kean K000398 House 2025-12-16 2026-01-16 LLYVK 2078416 Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033821.pdf P NJ07 20033821
61239 August Lee Pfluger P000048 House 2025-12-16 2026-01-20 FWONK 1560385 Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) [ST] ST Exchange $1,001 - $15,000 Dependent Child   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033804.pdf P TX11 20033804
61240 August Lee Pfluger P000048 House 2025-12-16 2026-01-20 LLYVK 2078416 Liberty Media Corporation - Series C Liberty Live Common Stock (LLYVK) [ST] ST Exchange $1,001 - $15,000 Dependent Child   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033804.pdf P TX11 20033804
61173 Kelly Louise Morrison M001234 House 2025-12-10 2026-01-20 ASHGY 1518258 ASHTED GRP PLC S/ADR (ASHGY) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf P MN03 20033830
61174 Kelly Louise Morrison M001234 House 2025-12-10 2026-01-20 ASHGY 1518258 ASHTED GRP PLC S/ADR (ASHGY) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf P MN03 20033830
61175 Kelly Louise Morrison M001234 House 2025-12-10 2026-01-20 ASHGY 1518258 ASHTED GRP PLC S/ADR (ASHGY) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf P MN03 20033830
61176 Kelly Louise Morrison M001234 House 2025-12-10 2026-01-20 ASHGY 1518258 ASHTED GRP PLC S/ADR (ASHGY) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033830.pdf P MN03 20033830
54244 Gilbert Cisneros C001123 House 2025-11-03 2025-12-15 Q 2058873 Qnity Electronics, Inc. Common Stock (Q) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033619.pdf P CA31 20033619
54614 Debbie Dingell D000624 House 2025-11-03 2025-12-06 Q 2058873 Qnity Electronics, Inc. Common Stock (Q) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf P MI06 20029105
54615 Debbie Dingell D000624 House 2025-10-30 2025-12-06 SOLS 2064953 Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf P MI06 20029105
54616 Debbie Dingell D000624 House 2025-10-30 2025-12-06 SOLS 2064953 Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf P MI06 20029105
54618 Debbie Dingell D000624 House 2025-10-30 2025-12-06 SOLS 2064953 Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029105.pdf P MI06 20029105
52735 Donald Sternoff Beyer B001292 House 2025-10-14 2025-11-02     North Allegheny PA Sch 5.00% 05/01/2030 [GS] GS Exchange $15,001 - $50,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033325.pdf P VA08 20033325
52732 Donald Sternoff Beyer B001292 House 2025-09-18 2025-10-02     Massachusetts St Sch Bld 5.00% [GS] GS Exchange $50,001 - $100,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032200.pdf P VA08 20032200
53973 Gilbert Cisneros C001123 House 2025-09-03 2025-10-10 PPBI   Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032248.pdf P CA31 20032248
55107 Laura Friedman F000483 House 2025-08-07 2025-09-09 PSKY 2041610 Paramount Skydance Corporation - Class B Common Stock (PSKY) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032051.pdf P CA30 20032051
53841 Gilbert Cisneros C001123 House 2025-07-21 2025-08-14 ANSS   ANSYS, Inc. - Common Stock (ANSS) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030901.pdf P CA31 20030901
56659 Julie Johnson J000310 House 2025-07-21 2025-08-14 CVX 93410 Chevron Corporation Common Stock (CVX) [ST] ST Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030909.pdf P TX32 20030909
56668 Julie Johnson J000310 House 2025-07-18 2025-08-14 SNPS 883241 Synopsys, Inc. - Common Stock (SNPS) [ST] ST Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030909.pdf P TX32 20030909
56875 Thomas H. Kean K000398 House 2025-07-15 2025-08-20 LBRDK 1611983 Liberty Broadband Corporation - Class C Common Stock (LBRDK) [ST] ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030946.pdf P NJ07 20030946
52731 Donald Sternoff Beyer B001292 House 2025-07-01 2025-08-02     Oklahoma Cnt OK Independent 3:00% 07/01/25 [GS] GS Exchange $15,001 - $50,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030746.pdf P VA08 20030746
56649 Julie Johnson J000310 House 2025-05-19 2025-06-13 COF 927628 Capital One Financial Corporation Common Stock (COF) [ST] ST Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030474.pdf P TX32 20030474
59235 Jefferson Shreve S001229 House 2025-02-24 2025-03-09 MRP 2017206 Millrose Properties, Inc. Class A Common Stock (MRP) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027879.pdf P IN06 20027879
59252 Jefferson Shreve S001229 House 2025-02-24 2025-03-09 SNDK 2023554 Sandisk Corporation - Common Stock (SNDK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027879.pdf P IN06 20027879
60090 Michael Waltz W000823 House 2024-12-24 2025-01-23     BoodleAI [PS] PS Exchange $50,001 - $100,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026639.pdf P FL06 20026639
60091 Michael Waltz W000823 House 2024-12-24 2025-01-23     BoodleAI [PS] PS Exchange $50,001 - $100,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026639.pdf P FL06 20026639
52725 Donald Sternoff Beyer B001292 House 2024-12-02 2025-01-06     Dallas Tex Area Rapid 5.00% 12/01/25 [GS] GS Exchange $1,001 - $15,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026517.pdf P VA08 20026517
51616 Thomas H. Kean K000398 House 2024-11-13 2024-12-16 LBTYK 1570585 Liberty Global Ltd. - Class C Common Shares (LBTYK) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026408.pdf P NJ07 20026408
51617 Thomas H. Kean K000398 House 2024-11-13 2024-12-16 LBTYK 1570585 Liberty Global Ltd. - Class C Common Shares (LBTYK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026408.pdf P NJ07 20026408
51619 Thomas H. Kean K000398 House 2024-11-13 2024-12-16 SNRE   Sunrise Communications AG - American Depositary Shares representing Class A shares (SNRE) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026408.pdf P NJ07 20026408
51834 Laurel Lee L000597 House 2024-10-18 2024-11-21 HURA 1498382 TuHURA Biosciences, Inc. - Common Stock (HURA) [ST] Kintara Therapeutics (KTRA). The note converted into 31,571 common shares of the combined companies following a concurrent reverse stock split. The combined companies are trading under the name TuHURA Biosciences, trading symbol HURA. Any additional information can be obtained on the company's investor relations website. ST Exchange $100,001 - $250,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026063.pdf P FL15 20026063
49993 Donald Sternoff Beyer B001292 House 2024-10-02 2024-11-03     District Columbia Go 5.00% 06/01/35 [GS] GS Exchange $15,001 - $50,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026134.pdf P VA08 20026134
51599 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 AMTM 2011286 Amentum Holdings, Inc. Common Stock (AMTM) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51600 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 AMTM 2011286 Amentum Holdings, Inc. Common Stock (AMTM) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51601 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 AMTM 2011286 Amentum Holdings, Inc. Common Stock (AMTM) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51602 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 AMTM 2011286 Amentum Holdings, Inc. Common Stock (AMTM) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51603 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51604 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51605 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51606 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51607 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51608 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51609 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51610 Thomas H. Kean K000398 House 2024-09-30 2024-10-15 J 52988 Jacobs Solutions Inc. Common Stock (J) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51611 Thomas H. Kean K000398 House 2024-09-10 2024-10-15 LSXMA   Liberty Media Corporation - Series A Liberty SiriusXM Common Stock (LSXMA) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51612 Thomas H. Kean K000398 House 2024-09-10 2024-10-15 LSXMK   Liberty Media Corporation - Series C Liberty SiriusXM Common Stock (LSXMK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
51614 Thomas H. Kean K000398 House 2024-09-10 2024-10-15 SIRI 908937 SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026021.pdf P NJ07 20026021
59126 August Lee Pfluger P000048 House 2024-09-10 2025-08-13 SIRI 908937 SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030737.pdf P TX11 20030737
59127 August Lee Pfluger P000048 House 2024-09-10 2025-08-13 SIRI 908937 SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030737.pdf P TX11 20030737
1351 John W Hickenlooper H000273 Senate 2024-09-09   LSXMKSIRI   Liberty Media Corporation - Series C Liberty Siriu (Exchanged)Sirius XM Holdings Inc. - Common Stock (Received) Stock Exchange $100,001 - $250,000 Spouse   https://efdsearch.senate.gov/search/view/ptr/7d47ef37-89f5-4649-ac7d-739741be9148/ P    
636 William F Hagerty, IV H000601 Senate 2024-07-22   ETRNEQT   Equitrans Midstream Corp (Exchanged)Eqt Corp (Received) Stock Exchange $15,001 - $50,000 Self While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2024 annual report that was previously named ETRN. https://efdsearch.senate.gov/search/view/ptr/f60cfac8-0389-4a5e-8619-095312492adc/ P    
56994 Greg Landsman L000601 House 2024-05-06 2025-05-13 XOM 34088 Exxon Mobil Corporation Common Stock (XOM) [ST] C : All-stock exchange applied to all PXD shareholders when PXD was acquired by XOM. This transaction was automatic; it was not directed or requested by the filer, his spouse, or their financial manager ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030207.pdf P OH01 20030207
51204 Kevin Hern H001082 House 2024-05-03 2024-06-07 XOM 34088 Exxon Mobil Corporation Common Stock (XOM) [ST] ST Exchange $100,001 - $250,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025232.pdf P OK01 20025232
51208 Kevin Hern H001082 House 2024-05-03 2024-06-07 PXD   Pioneer Natural Resources Company Common Stock (PXD) [ST] ST Exchange $100,001 - $250,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025232.pdf P OK01 20025232
2134 Thomas R Carper C000174 Senate 2023-12-21   --TAC   TRSWF - TransAlta Renewables Inc (Exchanged)Transalta Corp (Received) Stock Exchange $1,001 - $15,000 Spouse   https://efdsearch.senate.gov/search/view/ptr/da48ee62-8b92-4e12-86d5-1fcf549e700e/ P    
50264 Virginia Foxx F000450 House 2023-12-14 2024-01-04     Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] following merger. ST Exchange $15,001 - $50,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024230.pdf P NC05 20024230
1446 William F Hagerty, IV H000601 Senate 2023-11-06   CEQPET   Crestwood Equity Partners LP (Exchanged)Energy Transfer LP (Received) Stock Exchange $50,001 - $100,000 Self While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2023 annual report that was previously named CEQP. https://efdsearch.senate.gov/search/view/ptr/f0ddb350-3763-4bc9-8d9f-6c0d8885396d/ P    
48866 Kevin Hern H001082 House 2023-09-26 2023-10-13 MMP   Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] ST Exchange $500,001 - $1,000,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023848.pdf P OK01 20023848
48868 Kevin Hern H001082 House 2023-09-26 2023-10-13 MMP   Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] ST Exchange $50,001 - $100,000 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023848.pdf P OK01 20023848
2571 Sheldon Whitehouse W000802 Senate 2023-08-24   JNJKVUE   Johnson & Johnson Common Stock (Exchanged)Kenvue Inc. Common Stock (Received) Stock Exchange $1,001 - $15,000 Spouse   https://efdsearch.senate.gov/search/view/ptr/d798a094-353b-4186-aa90-8122dd5960d1/ P    
2572 Sheldon Whitehouse W000802 Senate 2023-08-24   JNJKVUE   Johnson & Johnson Common Stock (Exchanged)Kenvue Inc. Common Stock (Received) Stock Exchange $1,001 - $15,000 Self   https://efdsearch.senate.gov/search/view/ptr/d798a094-353b-4186-aa90-8122dd5960d1/ P    
49006 Thomas H. Kean K000398 House 2023-08-04 2023-09-15 LLYVA 2078416 Liberty Media Corporation - Series A Liberty Live (LLYVA) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf P NJ07 20023671
49007 Thomas H. Kean K000398 House 2023-08-04 2023-09-15 LSXMA   Liberty Media Corporation - Series A Liberty SiriusXM (LSXMA) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf P NJ07 20023671
49008 Thomas H. Kean K000398 House 2023-08-04 2023-09-15 LSXMA   Liberty Media Corporation - Series A Liberty SiriusXM (LSXMA) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf P NJ07 20023671
49009 Thomas H. Kean K000398 House 2023-08-04 2023-09-15 LLYVK 2078416 Liberty Media Corporation - Series C Liberty Live (LLYVK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf P NJ07 20023671
49010 Thomas H. Kean K000398 House 2023-08-04 2023-09-15 LSXMK   Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf P NJ07 20023671
49011 Thomas H. Kean K000398 House 2023-08-04 2023-09-15 LSXMK   Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023671.pdf P NJ07 20023671
49005 Thomas H. Kean K000398 House 2023-07-19 2023-08-13 BATRK 1958140 Atlanta Braves Holdings, Inc. - Series C (BATRK) [ST] exchanged out was below reportability threshold. ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023455.pdf P NJ07 20023455
49521 Maria Elvira Salazar S000168 House 2023-02-20 2023-03-20 CANO   Cano Health, Inc. Class A (CANO) [ST] company of the Cano Health entities prior to this date), which is reported on previous filings. The transaction resulted in an exchange of non-publicly traded shares for Class A shares on February 21, 2023. C : The SPAC transaction initiated by the public acquisition company to purchase the Cano Health equity from Primary Care (ITC) Holdings included a Lock-Up Agreement pursuant to which shareholders can only exchange a portion of their non-publicly traded shares for publicly traded shares each year. Although the SPAC transaction occurred in 2021, the first exchange occurred in February of 2022, and this being the second exchange of Filer's shares. ST Exchange $15,001 - $50,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022596.pdf P FL27 20022596
49548 Austin Scott S001189 House 2023-01-04 2023-01-23 GEHC 1932393 GE HealthCare Technologies Inc. (GEHC) [ST] COMMON STOCK (GEHC) ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022312.pdf P GA08 20022312
3327 Jacklyn S Rosen R000608 Senate 2023-01-03   GEGEHC   General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) Stock Exchange $1,001 - $15,000 Self Underlying asset of IRA Rollover #1 https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ P    
3328 Jacklyn S Rosen R000608 Senate 2023-01-03   GEGEHC   General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) Stock Exchange $1,001 - $15,000 Joint Underlying asset of Brokerage #7 https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ P    
3329 Jacklyn S Rosen R000608 Senate 2023-01-03   GEGEHC   General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) Stock Exchange $1,001 - $15,000 Joint Underlying asset of Brokerage #3 https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ P    
3330 Jacklyn S Rosen R000608 Senate 2023-01-03   GEGEHC   General Electric Company Common Stock (Exchanged)GE HealthCare Technologies Inc. - Common Stock (Received) Stock Exchange $1,001 - $15,000 Joint Underlying asset of Brokerage #5 https://efdsearch.senate.gov/search/view/ptr/63e282d7-c362-49de-8c60-4e7389ab2d19/ P    
49512 Deborah Ross R000305 House 2022-11-07 2023-05-14 U 1810806 Unity Software Inc. (U) [ST] ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022808.pdf P NC02 20022808
3693 Gary C Peters P000595 Senate 2022-07-20   --HR   HEALTHCARE REALTY TR INC (Exchanged)Healthcare Realty Trust Incorporated Common Stock (Received) Stock Exchange $1,001 - $15,000 Self   https://efdsearch.senate.gov/search/view/ptr/a2d04863-1aae-4d0d-9147-1de6d28f6be4/ P    
3828 Sheldon Whitehouse W000802 Senate 2022-04-11   TWBD   AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) Stock Exchange $1,001 - $15,000 Spouse AT&T spun-off Warner Bros Discovery https://efdsearch.senate.gov/search/view/ptr/f8a77a14-e152-4e88-ac79-ccf069b7a356/ P    
3829 Sheldon Whitehouse W000802 Senate 2022-04-11   TWBD   AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) Stock Exchange $1,001 - $15,000 Self AT&T spun off Warner Bros Discovery stock https://efdsearch.senate.gov/search/view/ptr/f8a77a14-e152-4e88-ac79-ccf069b7a356/ P    
43811 Michael Patrick Guest G000591 House 2022-04-11 2022-05-02 WBD 1437107 Warner Bros. Discovery, Inc. - Series A (WBD) [ST] ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020792.pdf P MS03 20020792
43812 Michael Patrick Guest G000591 House 2022-04-11 2022-05-02 WBD 1437107 Warner Bros. Discovery, Inc. - Series A (WBD) [ST] ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020792.pdf P MS03 20020792
44135 David Kustoff K000392 House 2022-04-11 2022-05-02 T 732717 AT&T Inc. (T) [ST] ST Exchange $4,450 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020875.pdf P TN08 20020875
44136 David Kustoff K000392 House 2022-04-11 2022-05-02 WBD 1437107 Warner Bros. Discovery, Inc. - Series A (WBD) [ST] resulting entity from the merger is Warner Bros. Discovery and, as part of the consideration for the transaction, AT&T shareholders received shares of the new company based on their AT&T holdings when the transaction closed. ST Exchange $4,450 Joint   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020875.pdf P TN08 20020875
45079 Nancy Pelosi P000197 House 2022-04-11 2022-05-03 WBD 1437107 Warner Bros. Discovery, Inc. - Series A (WBD) [ST] ST Exchange $50,001 - $100,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020916.pdf P CA12 20020916
45132 August Lee Pfluger P000048 House 2022-04-11 2022-05-25 WBD 1437107 Warner Bros. Discovery, Inc. - Series A (WBD) [ST] merger. ST Exchange $1,001 - $15,000 Self   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021108.pdf P TX11 20021108
45134 August Lee Pfluger P000048 House 2022-04-11 2022-05-25 WBD 1437107 Warner Bros. Discovery, Inc. - Series A (WBD) [ST] merger. ST Exchange $1,001 - $15,000 Spouse   https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021108.pdf P TX11 20021108
3854 Gary C Peters P000595 Senate 2022-04-08   --WBD   WarnerMedia Spinco (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) Stock Exchange $1,001 - $15,000 Self   https://efdsearch.senate.gov/search/view/ptr/f2d4cf6d-210e-4e00-a176-83879439cae0/ P    
3871 Jacklyn S Rosen R000608 Senate 2022-04-08   TWBD   AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) Stock Exchange $1,001 - $15,000 Joint Underlying asset of Brokerage #7 https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ P    
3872 Jacklyn S Rosen R000608 Senate 2022-04-08   TWBD   AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) Stock Exchange $1,001 - $15,000 Joint Underlying asset of Brokerage #5 https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ P    
3873 Jacklyn S Rosen R000608 Senate 2022-04-08   TWBD   AT&T Inc. (Exchanged)Warner Bros. Discovery, Inc. - Series A Common Sto (Received) Stock Exchange $1,001 - $15,000 Joint Underlying asset of Brokerage #3 https://efdsearch.senate.gov/search/view/ptr/ef10027d-4041-4ecd-8c9a-f988371ab897/ P    

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CREATE TABLE stock_trades (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    member_name TEXT,
    bioguide_id TEXT,
    chamber TEXT,
    transaction_date TEXT,
    disclosure_date TEXT,
    ticker TEXT,
    cik INTEGER,              -- SEC EDGAR CIK, populated from ticker_sic+sec_companies
    asset_description TEXT,
    asset_type TEXT,
    transaction_type TEXT,
    amount_range TEXT,
    owner TEXT,
    comment TEXT,
    source_url TEXT,
    filing_type TEXT,
    state_district TEXT,
    doc_id TEXT
);
CREATE INDEX idx_st_bioguide ON stock_trades(bioguide_id);
CREATE INDEX idx_st_ticker ON stock_trades(ticker);
CREATE INDEX idx_st_cik ON stock_trades(cik) WHERE cik IS NOT NULL;
CREATE INDEX idx_st_date ON stock_trades(transaction_date);
CREATE INDEX idx_st_member ON stock_trades(member_name);
CREATE INDEX idx_st_type ON stock_trades(transaction_type);
CREATE INDEX idx_st_chamber ON stock_trades(chamber);