Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us if something looks off.
Shelley M Capito
SenateFollowing their disclosures vs. same money in SPY: -217.9 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL |  CS CSCO
(spouse)
|
$1K–$15K | 2026-07-21 | 2026-08-04 | PDF → |
| SELL |  KO KO
(spouse)
|
$1K–$15K | 2026-07-21 | 2026-08-04 | PDF → |
| SELL |  IN INTC
(spouse)
|
$1K–$15K | 2026-07-21 | 2026-08-04 | PDF → |
| SELL |  AA AAPL
(spouse)
|
$1K–$15K | 2026-07-21 | 2026-08-04 | PDF → |
| SELL |  MS MSFT
(spouse)
|
$15K–$50K | 2026-07-21 | 2026-08-04 | PDF → |
| SELL | Citigroup New Inc (C) (spouse) | $1K–$15K | 2026-06-16 | 2026-07-06 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-04-17 | 2026-05-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-04-17 | 2026-05-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-04-13 | 2026-05-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-28 | 2026-04-12 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-03-31 | 2026-04-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-03-26 | 2026-04-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-03-25 | 2026-04-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-12 | 2026-04-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-03-11 | 2026-04-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-24 | 2026-03-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-20 | 2026-03-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-10 | 2026-03-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-02-10 | 2026-03-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-09 | 2026-03-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2026-02-09 | 2026-03-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2026-01-28 | 2026-02-05 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-16 | 2026-01-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-16 | 2026-01-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-16 | 2026-01-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-11 | 2026-01-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-11-13 | 2025-12-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-11-13 | 2025-12-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-11-13 | 2025-12-04 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-29 | 2025-11-04 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what Capito still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 UB UBSI |
$344K | 17.2% | +50.5% | Mar 2021 | Mar 2021 | |
 JP JPM |
recent | $86K | 4.3% | +258.0% | Oct 2017 | Jul 2025 |
 PS PSX |
$64K | 3.2% | +283.4% | May 2018 | Jan 2025 | |
 JN JNJ |
$55K | 2.7% | +140.1% | May 2016 | Oct 2022 | |
 WF WFC |
recent | $54K | 2.7% | +158.0% | Jul 2020 | Jun 2025 |
 CB CB |
recent | $53K | 2.6% | +184.8% | Feb 2016 | Jul 2025 |
 WM WMT |
$52K | 2.6% | +283.4% | May 2018 | Jun 2023 | |
| 🔒Register for free to view | $51K | 2.5% | +145.6% | May 2018 | Jun 2023 | |
| 🔒Register for free to view | $51K | 2.5% | +147.0% | May 2016 | May 2022 | |
| 🔒Register for free to view | $51K | 2.5% | +96.4% | Aug 2015 | Feb 2025 | |
| 🔒Register for free to view | recent | $48K | 2.4% | +315.8% | May 2018 | Feb 2026 |
| 🔒Register for free to view | recent | $43K | 2.1% | +139.2% | May 2016 | Jul 2025 |
| 🔒Register for free to view | recent | $42K | 2.1% | +161.8% | Oct 2017 | Apr 2026 |
| 🔒Register for free to view | $41K | 2.0% | +162.5% | May 2018 | Apr 2018 | |
| 🔒Register for free to view | recent | $40K | 2.0% | +165.5% | Sep 2017 | Jul 2026 |
| 🔒Register for free to view | recent | $39K | 1.9% | +124.0% | Oct 2017 | Oct 2025 |
| 🔒Register for free to view | recent | $38K | 1.9% | +126.6% | May 2016 | Feb 2026 |
| 🔒Register for free to view | $35K | 1.7% | +57.5% | Feb 2017 | Sep 2023 | |
| 🔒Register for free to view | $35K | 1.7% | +123.9% | May 2018 | Apr 2018 | |
| 🔒Register for free to view | recent | $34K | 1.7% | +10.1% | Aug 2025 | Mar 2026 |
| 🔒Register for free to view | $34K | 1.7% | +98.6% | Oct 2017 | May 2022 | |
| 🔒Register for free to view | recent | $31K | 1.5% | +101.2% | May 2016 | Feb 2026 |
| 🔒Register for free to view | $30K | 1.5% | +88.5% | Oct 2017 | May 2021 | |
| 🔒Register for free to view | recent | $28K | 1.4% | +15.7% | Mar 2024 | Jan 2026 |
| 🔒Register for free to view | $28K | 1.4% | +57.3% | May 2018 | Jul 2024 | |
| 🔒Register for free to view | $25K | 1.3% | +552.6% | Oct 2017 | Sep 2017 | |
| 🔒Register for free to view | $25K | 1.2% | +86.6% | May 2018 | Jun 2024 | |
| 🔒Register for free to view | $23K | 1.1% | +66.0% | May 2018 | Apr 2023 | |
| 🔒Register for free to view | recent | $22K | 1.1% | +128.2% | May 2018 | Feb 2026 |
| 🔒Register for free to view | $21K | 1.1% | +31.5% | May 2016 | Feb 2024 | |
| 🔒Register for free to view | $21K | 1.1% | +13.7% | Nov 2017 | Feb 2025 | |
| 🔒Register for free to view | $21K | 1.0% | +38.0% | May 2016 | Jun 2022 | |
| 🔒Register for free to view | $21K | 1.0% | +142.0% | Oct 2017 | Dec 2021 | |
| 🔒Register for free to view | $21K | 1.0% | +20.8% | May 2016 | Feb 2024 | |
| 🔒Register for free to view | recent | $20K | 1.0% | +55.3% | May 2018 | Jul 2025 |
| 🔒Register for free to view | $20K | 1.0% | +70.6% | Feb 2018 | Jan 2018 | |
| 🔒Register for free to view | recent | $19K | 0.9% | +90.9% | May 2025 | Dec 2025 |
| 🔒Register for free to view | $18K | 0.9% | +46.8% | May 2018 | Dec 2020 | |
| 🔒Register for free to view | $17K | 0.8% | +37.3% | May 2018 | Jan 2024 | |
| 🔒Register for free to view | recent | $15K | 0.8% | +167.7% | May 2018 | Jul 2025 |
| 🔒Register for free to view | recent | $15K | 0.7% | +111.3% | May 2016 | Nov 2025 |
| 🔒Register for free to view | recent | $14K | 0.7% | +160.4% | May 2018 | Apr 2025 |
| 🔒Register for free to view | $13K | 0.7% | +73.3% | Feb 2018 | Mar 2019 | |
| 🔒Register for free to view | $12K | 0.6% | -15.4% | May 2016 | Jun 2023 | |
| 🔒Register for free to view | $12K | 0.6% | -55.7% | Mar 2024 | Feb 2024 | |
| 🔒Register for free to view | $12K | 0.6% | +209.9% | Oct 2018 | Sep 2018 | |
| 🔒Register for free to view | $12K | 0.6% | +201.8% | Oct 2017 | Sep 2017 | |
| 🔒Register for free to view | recent | $12K | 0.6% | +0.4% | Apr 2025 | Nov 2025 |
| 🔒Register for free to view | $11K | 0.6% | +163.8% | May 2015 | Nov 2018 | |
| 🔒Register for free to view | $11K | 0.5% | +75.7% | May 2018 | Dec 2018 | |
| 🔒Register for free to view | $10K | 0.5% | +63.9% | Mar 2018 | Dec 2023 | |
| 🔒Register for free to view | $9K | 0.5% | -21.2% | May 2018 | Dec 2020 | |
| 🔒Register for free to view | $9K | 0.5% | +1261.2% | Oct 2017 | Mar 2019 | |
| 🔒Register for free to view | $9K | 0.5% | +162.2% | Nov 2017 | Mar 2019 | |
| 🔒Register for free to view | $9K | 0.4% | +127.9% | Mar 2018 | Feb 2018 | |
| 🔒Register for free to view | $8K | 0.4% | +107.6% | Oct 2017 | Sep 2017 | |
| 🔒Register for free to view | $8K | 0.4% | +985.2% | Oct 2017 | Mar 2019 | |
| 🔒Register for free to view | $7K | 0.4% | +89.4% | Jan 2025 | Dec 2024 | |
| 🔒Register for free to view | recent | $7K | 0.4% | +44.1% | Mar 2025 | Apr 2026 |
| 🔒Register for free to view | $7K | 0.3% | -11.4% | Dec 2023 | Apr 2018 | |
| 🔒Register for free to view | $7K | 0.3% | +70.0% | Oct 2017 | Sep 2017 | |
| 🔒Register for free to view | recent | $6K | 0.3% | -53.7% | Feb 2016 | Apr 2025 |
| 🔒Register for free to view | $6K | 0.3% | +12.3% | Oct 2017 | Dec 2020 | |
| 🔒Register for free to view | $5K | 0.2% | +268.8% | Oct 2017 | Mar 2019 | |
| 🔒Register for free to view | recent | $5K | 0.2% | +24.5% | Sep 2025 | Aug 2025 |
| 🔒Register for free to view | recent | $5K | 0.2% | +21.3% | Nov 2025 | Oct 2025 |
| 🔒Register for free to view | $5K | 0.2% | +4.1% | Oct 2023 | Apr 2024 | |
| 🔒Register for free to view | $5K | 0.2% | +18.5% | Jul 2022 | Jun 2022 | |
| 🔒Register for free to view | recent | $5K | 0.2% | +16.4% | Apr 2026 | Mar 2026 |
| 🔒Register for free to view | recent | $4K | 0.2% | +12.1% | Apr 2026 | Mar 2026 |
| 🔒Register for free to view | $4K | 0.2% | +353.7% | Oct 2017 | Mar 2019 | |
| 🔒Register for free to view | $4K | 0.2% | +262.5% | Oct 2017 | Mar 2019 | |
| 🔒Register for free to view | $4K | 0.2% | -8.2% | May 2018 | Dec 2018 | |
| 🔒Register for free to view | recent | $3K | 0.2% | -10.8% | Sep 2025 | Aug 2025 |
| 🔒Register for free to view | recent | $3K | 0.2% | +78.2% | Aug 2022 | Oct 2025 |
| 🔒Register for free to view | $3K | 0.2% | -21.2% | Mar 2018 | Feb 2018 | |
| 🔒Register for free to view | $3K | 0.1% | -24.5% | Nov 2024 | Oct 2024 | |
| 🔒Register for free to view | $3K | 0.1% | +180.4% | Jan 2018 | Mar 2019 | |
| 🔒Register for free to view | $3K | 0.1% | +91.2% | Jan 2018 | Mar 2019 | |
| 🔒Register for free to view | $2K | 0.1% | -79.8% | May 2016 | Dec 2022 | |
| 🔒Register for free to view | $2K | 0.1% | -31.3% | Jan 2020 | Feb 2025 |
Filings 111 on file · every disclosure Capito has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-04 40d ago | 5 | PDF → |
| 2 | PTR | 2026-07-06 69d ago | 1 | PDF → |
| 3 | PTR | 2026-05-07 129d ago | 3 | PDF → |
| 4 | PTR | 2026-04-12 154d ago | 1 | PDF → |
| 5 | PTR | 2026-04-04 162d ago | 5 | PDF → |
| 6 | PTR | 2026-03-04 193d ago | 6 | PDF → |
| 7 | PTR | 2026-02-05 220d ago | 1 | 🔒Register for free to view |
| 8 | PTR | 2026-01-06 250d ago | 4 | 🔒Register for free to view |
| 9 | PTR | 2025-12-04 283d ago | 3 | 🔒Register for free to view |
| 10 | PTR | 2025-11-04 313d ago | 10 | 🔒Register for free to view |
| 11 | PTR | 2025-10-05 343d ago | 2 | 🔒Register for free to view |
| 12 | PTR | 2025-09-03 375d ago | 3 | 🔒Register for free to view |
| 13 | PTR | 2025-08-04 405d ago | 13 | 🔒Register for free to view |
| 14 | PTR | 2025-07-04 436d ago | 6 | 🔒Register for free to view |
| 15 | PTR | 2025-06-13 457d ago | 1 | 🔒Register for free to view |
| 16 | PTR | 2025-05-07 494d ago | 3 | 🔒Register for free to view |
| 17 | PTR | 2025-04-10 521d ago | 2 | 🔒Register for free to view |
| 18 | PTR | 2025-03-06 556d ago | 7 | 🔒Register for free to view |
| 19 | PTR | 2025-02-13 577d ago | 12 | 🔒Register for free to view |
| 20 | PTR | 2025-01-06 615d ago | 5 | 🔒Register for free to view |
| 21 | PTR | 2024-11-12 670d ago | 1 | 🔒Register for free to view |
| 22 | PTR | 2024-10-05 708d ago | 6 | 🔒Register for free to view |
| 23 | PTR | 2024-09-05 738d ago | 3 | 🔒Register for free to view |
| 24 | PTR | 2024-08-11 763d ago | 6 | 🔒Register for free to view |
| 25 | PTR | 2024-07-11 794d ago | 1 | 🔒Register for free to view |
| 26 | PTR | 2024-05-13 853d ago | 7 | 🔒Register for free to view |
| 27 | PTR | 2024-03-15 912d ago | 4 | 🔒Register for free to view |
| 28 | PTR | 2024-02-14 942d ago | 2 | 🔒Register for free to view |
| 29 | PTR | 2024-01-12 975d ago | 14 | 🔒Register for free to view |
| 30 | PTR | 2023-12-19 999d ago | 2 | 🔒Register for free to view |
| 31 | PTR | 2023-12-11 1007d ago | 1 | 🔒Register for free to view |
| 32 | PTR | 2023-10-14 1065d ago | 5 | 🔒Register for free to view |
| 33 | PTR | 2023-09-15 1094d ago | 5 | 🔒Register for free to view |
| 34 | PTR | 2023-07-17 1154d ago | 8 | 🔒Register for free to view |
| 35 | PTR | 2023-06-14 1187d ago | 4 | 🔒Register for free to view |
| 36 | PTR | 2023-05-15 1217d ago | 3 | 🔒Register for free to view |
| 37 | Annual | 2023-05-15 1217d ago | 1 | 🔒Register for free to view |
| 38 | PTR | 2023-03-13 1280d ago | 2 | 🔒Register for free to view |
| 39 | PTR | 2023-01-17 1335d ago | 3 | 🔒Register for free to view |
| 40 | PTR | 2022-11-13 1400d ago | 10 | 🔒Register for free to view |
| 41 | PTR | 2022-11-13 1400d ago | 10 | 🔒Register for free to view |
| 42 | PTR | 2022-08-10 1495d ago | 2 | 🔒Register for free to view |
| 43 | PTR | 2022-07-15 1521d ago | 9 | 🔒Register for free to view |
| 44 | PTR | 2022-06-12 1554d ago | 2 | 🔒Register for free to view |
| 45 | Annual | 2022-05-13 1584d ago | 13 | 🔒Register for free to view |
| 46 | Annual | 2022-05-05 1592d ago LATE | 3 | 🔒Register for free to view |
| 47 | PTR | 2022-03-11 1647d ago | 5 | 🔒Register for free to view |
| 48 | PTR | 2022-01-21 1696d ago | 4 | 🔒Register for free to view |
| 49 | PTR | 2022-01-21 1696d ago | 2 | 🔒Register for free to view |
| 50 | PTR | 2022-01-15 1702d ago | 5 | 🔒Register for free to view |
| 51 | PTR | 2021-11-12 1766d ago | 1 | 🔒Register for free to view |
| 52 | PTR | 2021-09-15 1824d ago | 3 | 🔒Register for free to view |
| 53 | PTR | 2021-08-11 1859d ago | 5 | 🔒Register for free to view |
| 54 | PTR | 2021-07-16 1885d ago | 4 | 🔒Register for free to view |
| 55 | PTR | 2021-06-08 1923d ago | 2 | 🔒Register for free to view |
| 56 | PTR | 2021-05-19 1943d ago | 1 | 🔒Register for free to view |
| 57 | PTR | 2021-04-12 1980d ago | 6 | 🔒Register for free to view |
| 58 | PTR | 2021-03-14 2009d ago | 3 | 🔒Register for free to view |
| 59 | PTR | 2021-01-12 2070d ago | 10 | 🔒Register for free to view |
| 60 | Annual | 2020-08-06 2229d ago | 7 | 🔒Register for free to view |
| 61 | PTR | 2020-07-14 2252d ago | 1 | 🔒Register for free to view |
| 62 | PTR | 2020-05-14 2313d ago | 1 | 🔒Register for free to view |
| 63 | PTR | 2020-04-29 2328d ago | 4 | 🔒Register for free to view |
| 64 | PTR | 2020-01-27 2421d ago | 1 | 🔒Register for free to view |
| 65 | PTR | 2020-01-12 2436d ago | 2 | 🔒Register for free to view |
| 66 | PTR | 2019-11-11 2498d ago | 1 | 🔒Register for free to view |
| 67 | PTR | 2019-07-10 2622d ago | 7 | 🔒Register for free to view |
| 68 | Annual | 2019-05-13 2680d ago | 8 | 🔒Register for free to view |
| 69 | PTR | 2019-05-11 2682d ago | 3 | 🔒Register for free to view |
| 70 | PTR | 2019-05-09 2684d ago | 20 | 🔒Register for free to view |
| 71 | PTR | 2019-05-09 2684d ago | 105 | 🔒Register for free to view |
| 72 | PTR | 2019-05-09 2684d ago | 20 | 🔒Register for free to view |
| 73 | PTR | 2019-04-17 2706d ago | 49 | 🔒Register for free to view |
| 74 | PTR | 2019-03-28 2726d ago | 1 | 🔒Register for free to view |
| 75 | PTR | 2019-01-11 2802d ago | 4 | 🔒Register for free to view |
| 76 | PTR | 2018-12-08 2836d ago | 1 | 🔒Register for free to view |
| 77 | PTR | 2018-12-08 2836d ago | 5 | 🔒Register for free to view |
| 78 | PTR | 2018-11-08 2866d ago | 3 | 🔒Register for free to view |
| 79 | PTR | 2018-10-18 2887d ago | 3 | 🔒Register for free to view |
| 80 | PTR | 2018-08-10 2956d ago | 1 | 🔒Register for free to view |
| 81 | PTR | 2018-07-14 2983d ago | 1 | 🔒Register for free to view |
| 82 | PTR | 2018-06-09 3018d ago | 4 | 🔒Register for free to view |
| 83 | Annual | 2018-05-15 3043d ago | 9 | 🔒Register for free to view |
| 84 | PTR | 2018-05-14 3044d ago | 105 | 🔒Register for free to view |
| 85 | PTR | 2018-05-14 3044d ago | 1 | 🔒Register for free to view |
| 86 | PTR | 2018-05-14 3044d ago | 1 | 🔒Register for free to view |
| 87 | PTR | 2018-04-07 3081d ago | 2 | 🔒Register for free to view |
| 88 | PTR | 2018-03-08 3111d ago | 7 | 🔒Register for free to view |
| 89 | PTR | 2018-02-10 3137d ago | 20 | 🔒Register for free to view |
| 90 | PTR | 2018-01-10 3168d ago | 5 | 🔒Register for free to view |
| 91 | PTR | 2017-11-07 3232d ago | 8 | 🔒Register for free to view |
| 92 | PTR | 2017-10-16 3254d ago | 19 | 🔒Register for free to view |
| 93 | PTR | 2017-10-06 3264d ago | 48 | 🔒Register for free to view |
| 94 | PTR | 2017-10-06 3264d ago | 2 | 🔒Register for free to view |
| 95 | PTR | 2017-09-11 3289d ago | 3 | 🔒Register for free to view |
| 96 | PTR | 2017-08-25 3306d ago | 2 | 🔒Register for free to view |
| 97 | PTR | 2017-07-24 3338d ago | 3 | 🔒Register for free to view |
| 98 | Annual | 2017-05-16 3407d ago LATE | 11 | 🔒Register for free to view |
| 99 | Annual | 2017-05-15 3408d ago | 6 | 🔒Register for free to view |
| 100 | PTR | 2017-05-06 3417d ago | 1 | 🔒Register for free to view |
| 101 | PTR | 2017-02-11 3501d ago | 1 | 🔒Register for free to view |
| 102 | PTR | 2016-12-17 3557d ago | 1 | 🔒Register for free to view |
| 103 | PTR | 2016-07-22 3705d ago | 2 | 🔒Register for free to view |
| 104 | PTR | 2016-05-04 3784d ago | 16 | 🔒Register for free to view |
| 105 | PTR | 2016-04-04 3814d ago | 1 | 🔒Register for free to view |
| 106 | PTR | 2016-02-08 3870d ago | 3 | 🔒Register for free to view |
| 107 | PTR | 2015-12-12 3928d ago | 1 | 🔒Register for free to view |
| 108 | PTR | 2015-11-30 3940d ago | 1 | 🔒Register for free to view |
| 109 | PTR | 2015-11-13 3957d ago | 1 | 🔒Register for free to view |
| 110 | PTR | 2015-08-03 4059d ago | 1 | 🔒Register for free to view |
| 111 | Annual | 2015-05-14 4140d ago | 9 | 🔒Register for free to view |
Source: the Secretary of the Senate, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.