Jeff Duncan: what the filings show
Every line below is a filing. No summary, no narrative, nothing a model wrote.
By the numbers
- Transactions on file
- 2
- Reports filed past the 45-day deadline
- 2
Filed after the deadline
Periodic transaction reports the clerk received more than 45 days after the trade. Annual-report holdings and trades dated before the member took office are excluded.
The member sold CL (Colgate-Palmolive Company Common Stock) for between $1,001 and $15,000 on August 25, 2023; the periodic transaction report reached the clerk on May 23, 2024, 272 days later and 227 days past the STOCK Act's 45-day deadline.
Periodic transaction reportView filingThe member sold JD (to balance requirement at Raymond James of $10,000, I was forced to sell the stocks and then I rolled the balance into my TSP via the TSP rollover process,…) for between $1,001 and $15,000 on August 25, 2023; the periodic transaction report reached the clerk on May 23, 2024, 272 days later and 227 days past the STOCK Act's 45-day deadline.
Periodic transaction reportView filing
Cited filings
Every record referenced above, in the order it appears.
| # | Date | Record | Source |
|---|---|---|---|
| 1 | May 23, 2024 | Periodic transaction report | View filing |
| 2 | May 23, 2024 | Periodic transaction report | View filing |
What the records do not show
- Amounts are the ranges the filer chose on the form, not exact figures. A trade reported as between $1,001 and $15,000 could be either.
- A transaction report says when the clerk received it, not when the order was placed, and a trade may have been made by a spouse, a dependent child, or an outside manager with no direction from the member.
- Late means past the 45 days the STOCK Act allows. It is counted only from periodic transaction reports, never from annual-report holdings, and never from a trade dated before the member took office.
- Some Senate rows carry no link to a public filing, so a few lines below point at no document.
- Most companies in the database have no sector on file, so an overlap between a trade and a committee's jurisdiction is a floor, not a total.