Patrick J. Toomey: what the filings show

Every line below is a filing. No summary, no narrative, nothing a model wrote.

Compiled from public filingsRecords through November 14, 2023

Senator Patrick J. Toomey (R-PA)No longer in office55 filings

By the numbers

Transactions on file: 230
Disclosed in the last 24 months: 182
Reports filed past the 45-day deadline: 17

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 MPLX for between $1,001 and $15,000 on June 28, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1522 days later and 1477 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member sold REVB for between $15,001 and $50,000 on July 31, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1489 days later and 1444 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member sold GE for between $1,001 and $15,000 on November 5, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1392 days later and 1347 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member sold ET for between $1,001 and $15,000 on November 6, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1391 days later and 1346 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member sold NDAQ for between $1,001 and $15,000 on November 19, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1378 days later and 1333 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member bought NDAQ for between $1,001 and $15,000 on November 19, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1378 days later and 1333 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member bought PPL for between $15,001 and $50,000 on December 10, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1357 days later and 1312 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member sold TSLA for between $1,001 and $15,000 on July 7, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1225 days later and 1180 days past the STOCK Act's 45-day deadline.
Periodic transaction reportNovember 14, 2023Held in the database
The member bought TSLA for between $1,001 and $15,000 on July 7, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1225 days later and 1180 days past the STOCK Act's 45-day deadline.
Periodic transaction reportNovember 14, 2023Held in the database
The member bought NKLA for between $1,001 and $15,000 on July 9, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1223 days later and 1178 days past the STOCK Act's 45-day deadline.
Periodic transaction reportNovember 14, 2023Held in the database
The member sold NKLA for between $1,001 and $15,000 on July 20, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1212 days later and 1167 days past the STOCK Act's 45-day deadline.
Periodic transaction reportNovember 14, 2023Held in the database
The member bought AAPL for between $1,001 and $15,000 on August 27, 2020; the periodic transaction report reached the clerk on August 28, 2023, 1096 days later and 1051 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member bought TSLA for between $1,001 and $15,000 on August 28, 2020; the periodic transaction report reached the clerk on August 28, 2023, 1095 days later and 1050 days past the STOCK Act's 45-day deadline.
Periodic transaction reportAugust 28, 2023Held in the database
The member bought AIV for between $1,001 and $15,000 on November 30, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1079 days later and 1034 days past the STOCK Act's 45-day deadline.
Periodic transaction reportNovember 14, 2023Held in the database
The member exchanged NTRP for between $1,001 and $15,000 on December 2, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1077 days later and 1032 days past the STOCK Act's 45-day deadline.
Periodic transaction reportNovember 14, 2023Held in the database

Largest disclosed trades, last 24 months

The forty largest by the top of the disclosed range, windowed on disclosure date. Ranges are what the filer chose, so ordering by them is approximate.

On June 10, 2014, the member exchanged Team Capitol Bank for between $500,001 and $1,000,000, in a report with no disclosure date on file.
Periodic transaction reportJune 10, 2014View filing
On June 12, 2014, the member exchanged PFS (Provident Financial Services, Inc. (NYSE)) for between $250,001 and $500,000, in a report with no disclosure date on file.
Periodic transaction reportJune 12, 2014View filing
On January 28, 2019, a joint account sold AX (Axos Financial, Inc. (Rate/Coupon: 2.3% Matures: 01/28/2019)) for between $100,001 and $250,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 28, 2019View filing
On August 3, 2017, the member bought PHLD (PHILLIPS EDISON GR) for between $50,001 and $100,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 3, 2017View filing
On November 30, 2014, the member sold PFS (Provident Financial Services, Inc. (NYSE)) for between $50,001 and $100,000, in a report with no disclosure date on file.
Periodic transaction reportNovember 30, 2014View filing
On February 28, 2020, the member bought PPL for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportFebruary 28, 2020View filing
On December 10, 2019, the member bought PPL (PPL Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportDecember 10, 2019View filing
On July 31, 2019, a joint account sold REVB (Revere Bank) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJuly 31, 2019View filing
On January 31, 2019, a joint account bought TNTOF (The Toronto-Dominion Bank (Rate/Coupon: 3.25 Matures: 06/11/2021)) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 31, 2019View filing
On October 31, 2018, a joint account sold BBT (BB&T Corporation (Rate/Coupon: 5.25% Matures: 11/01/2019)) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportOctober 31, 2018View filing
On October 25, 2018, a joint account bought Martinsburg Investors II, LLC (Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportOctober 25, 2018View filing
On August 16, 2018, a joint account bought Martinsburg Investors II, LLC (Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 16, 2018View filing
On August 9, 2018, a joint account bought SRI Capital Fund I, LP (Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund that invests in startup technology companies.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 9, 2018View filing
On August 2, 2018, the member sold PG (The Procter & Gamble Company) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 2, 2018View filing
On August 1, 2018, a joint account bought BBT (BB&T Corporation (Rate/Coupon: 5.25 Matures: 11/01/2019)) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 1, 2018View filing
On August 1, 2018, the member bought SANTANDER UK GROUP HOLDINGS (Rate/Coupon: 3.125 Matures: 01/01/2021) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 1, 2018View filing
On July 27, 2018, the member sold REVB (Revere Bank) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJuly 27, 2018View filing
On July 16, 2018, a joint account sold EL DUPONT DE NEMOURS & CO (Rate/Coupon: 6% Matures: 07/15/2018) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJuly 16, 2018View filing
On July 3, 2018, the member sold GLD (SPDR Gold Shares) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJuly 3, 2018View filing
On June 6, 2018, the member sold REVB (Revere Bank) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJune 6, 2018View filing
On June 6, 2018, a joint account bought Martinsburg Investors II, LLC (Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJune 6, 2018View filing
On March 9, 2018, the member bought FIRST NIAGARA FINANCIAL GROUP INC (Rate/Coupon: 6.75% Matures: 03/19/2020) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportMarch 9, 2018View filing
On January 5, 2018, the member sold BAC (Bank of America Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 5, 2018View filing
On December 6, 2017, the member bought GE (General Electric Company) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportDecember 6, 2017View filing
On August 7, 2017, the member sold T (AT&T Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 7, 2017View filing
On July 25, 2017, the member sold PEY (PowerShares Exchange-Traded Fund Trust - PowerShar) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJuly 25, 2017View filing
On February 22, 2017, a joint account bought DD (E. I. du Pont de Nemours and Company) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportFebruary 22, 2017View filing
On February 22, 2017, a joint account bought XEL (Xcel Energy Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportFebruary 22, 2017View filing
On January 27, 2017, a joint account sold VZ (Verizon Communications Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 27, 2017View filing
On January 27, 2017, a joint account sold VZ (Verizon Communications Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 27, 2017View filing
On January 25, 2017, a joint account bought BAC (Bank of America Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 25, 2017View filing
On January 25, 2017, a joint account bought T (AT&T Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 25, 2017View filing
On January 25, 2017, a joint account bought NEE-PC (FPL Group, Inc. 5 7/8% Preferre) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 25, 2017View filing
On January 6, 2017, a joint account sold United States Treasury Note (Rate/Coupon: 1.0 Matures: 12/31/2017) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJanuary 6, 2017View filing
On November 28, 2016, a joint account sold PFS-Provident Financial Services, Inc. for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportNovember 28, 2016View filing
On November 22, 2016, a joint account sold PFS (Provident Financial Services, Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportNovember 22, 2016View filing
On September 13, 2016, a joint account sold PEY (PowerShares High Yld Eq Div Achiev ETF) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportSeptember 13, 2016View filing
On August 3, 2016, a joint account sold CVX (Chevron Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportAugust 3, 2016View filing
On June 14, 2016, a joint account sold Nordea Bank AB for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJune 14, 2016View filing
On June 14, 2016, a joint account sold PG (The Procter & Gamble Company) for between $15,001 and $50,000, in a report with no disclosure date on file.
Periodic transaction reportJune 14, 2016View filing

Cited filings

Every record referenced above, in the order it appears.

#	Date	Record	Source
1	August 28, 2023	Periodic transaction report	Held in the database
2	August 28, 2023	Periodic transaction report	Held in the database
3	August 28, 2023	Periodic transaction report	Held in the database
4	August 28, 2023	Periodic transaction report	Held in the database
5	August 28, 2023	Periodic transaction report	Held in the database
6	August 28, 2023	Periodic transaction report	Held in the database
7	August 28, 2023	Periodic transaction report	Held in the database
8	November 14, 2023	Periodic transaction report	Held in the database
9	November 14, 2023	Periodic transaction report	Held in the database
10	November 14, 2023	Periodic transaction report	Held in the database
11	November 14, 2023	Periodic transaction report	Held in the database
12	August 28, 2023	Periodic transaction report	Held in the database
13	August 28, 2023	Periodic transaction report	Held in the database
14	November 14, 2023	Periodic transaction report	Held in the database
15	November 14, 2023	Periodic transaction report	Held in the database
16	June 10, 2014	Periodic transaction report	View filing
17	June 12, 2014	Periodic transaction report	View filing
18	January 28, 2019	Periodic transaction report	View filing
19	August 3, 2017	Periodic transaction report	View filing
20	November 30, 2014	Periodic transaction report	View filing
21	February 28, 2020	Periodic transaction report	View filing
22	December 10, 2019	Periodic transaction report	View filing
23	July 31, 2019	Periodic transaction report	View filing
24	January 31, 2019	Periodic transaction report	View filing
25	October 31, 2018	Periodic transaction report	View filing
26	October 25, 2018	Periodic transaction report	View filing
27	August 16, 2018	Periodic transaction report	View filing
28	August 9, 2018	Periodic transaction report	View filing
29	August 2, 2018	Periodic transaction report	View filing
30	August 1, 2018	Periodic transaction report	View filing
31	August 1, 2018	Periodic transaction report	View filing
32	July 27, 2018	Periodic transaction report	View filing
33	July 16, 2018	Periodic transaction report	View filing
34	July 3, 2018	Periodic transaction report	View filing
35	June 6, 2018	Periodic transaction report	View filing
36	June 6, 2018	Periodic transaction report	View filing
37	March 9, 2018	Periodic transaction report	View filing
38	January 5, 2018	Periodic transaction report	View filing
39	December 6, 2017	Periodic transaction report	View filing
40	August 7, 2017	Periodic transaction report	View filing
41	July 25, 2017	Periodic transaction report	View filing
42	February 22, 2017	Periodic transaction report	View filing
43	February 22, 2017	Periodic transaction report	View filing
44	January 27, 2017	Periodic transaction report	View filing
45	January 27, 2017	Periodic transaction report	View filing
46	January 25, 2017	Periodic transaction report	View filing
47	January 25, 2017	Periodic transaction report	View filing
48	January 25, 2017	Periodic transaction report	View filing
49	January 6, 2017	Periodic transaction report	View filing
50	November 28, 2016	Periodic transaction report	View filing
51	November 22, 2016	Periodic transaction report	View filing
52	September 13, 2016	Periodic transaction report	View filing
53	August 3, 2016	Periodic transaction report	View filing
54	June 14, 2016	Periodic transaction report	View filing
55	June 14, 2016	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.

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 MPLX for between $1,001 and $15,000 on June 28, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1522 days later and 1477 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member sold REVB for between $15,001 and $50,000 on July 31, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1489 days later and 1444 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member sold GE for between $1,001 and $15,000 on November 5, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1392 days later and 1347 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member sold ET for between $1,001 and $15,000 on November 6, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1391 days later and 1346 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member sold NDAQ for between $1,001 and $15,000 on November 19, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1378 days later and 1333 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member bought NDAQ for between $1,001 and $15,000 on November 19, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1378 days later and 1333 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member bought PPL for between $15,001 and $50,000 on December 10, 2019; the periodic transaction report reached the clerk on August 28, 2023, 1357 days later and 1312 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member sold TSLA for between $1,001 and $15,000 on July 7, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1225 days later and 1180 days past the STOCK Act's 45-day deadline.

Periodic transaction reportNovember 14, 2023Held in the database

The member bought TSLA for between $1,001 and $15,000 on July 7, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1225 days later and 1180 days past the STOCK Act's 45-day deadline.

Periodic transaction reportNovember 14, 2023Held in the database

The member bought NKLA for between $1,001 and $15,000 on July 9, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1223 days later and 1178 days past the STOCK Act's 45-day deadline.

Periodic transaction reportNovember 14, 2023Held in the database

The member sold NKLA for between $1,001 and $15,000 on July 20, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1212 days later and 1167 days past the STOCK Act's 45-day deadline.

Periodic transaction reportNovember 14, 2023Held in the database

The member bought AAPL for between $1,001 and $15,000 on August 27, 2020; the periodic transaction report reached the clerk on August 28, 2023, 1096 days later and 1051 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member bought TSLA for between $1,001 and $15,000 on August 28, 2020; the periodic transaction report reached the clerk on August 28, 2023, 1095 days later and 1050 days past the STOCK Act's 45-day deadline.

Periodic transaction reportAugust 28, 2023Held in the database

The member bought AIV for between $1,001 and $15,000 on November 30, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1079 days later and 1034 days past the STOCK Act's 45-day deadline.

Periodic transaction reportNovember 14, 2023Held in the database

The member exchanged NTRP for between $1,001 and $15,000 on December 2, 2020; the periodic transaction report reached the clerk on November 14, 2023, 1077 days later and 1032 days past the STOCK Act's 45-day deadline.

Periodic transaction reportNovember 14, 2023Held in the database

Largest disclosed trades, last 24 months

The forty largest by the top of the disclosed range, windowed on disclosure date. Ranges are what the filer chose, so ordering by them is approximate.

On June 10, 2014, the member exchanged Team Capitol Bank for between $500,001 and $1,000,000, in a report with no disclosure date on file.

Periodic transaction reportJune 10, 2014View filing

On June 12, 2014, the member exchanged PFS (Provident Financial Services, Inc. (NYSE)) for between $250,001 and $500,000, in a report with no disclosure date on file.

Periodic transaction reportJune 12, 2014View filing

On January 28, 2019, a joint account sold AX (Axos Financial, Inc. (Rate/Coupon: 2.3% Matures: 01/28/2019)) for between $100,001 and $250,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 28, 2019View filing

On August 3, 2017, the member bought PHLD (PHILLIPS EDISON GR) for between $50,001 and $100,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 3, 2017View filing

On November 30, 2014, the member sold PFS (Provident Financial Services, Inc. (NYSE)) for between $50,001 and $100,000, in a report with no disclosure date on file.

Periodic transaction reportNovember 30, 2014View filing

On February 28, 2020, the member bought PPL for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportFebruary 28, 2020View filing

On December 10, 2019, the member bought PPL (PPL Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportDecember 10, 2019View filing

On July 31, 2019, a joint account sold REVB (Revere Bank) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJuly 31, 2019View filing

On January 31, 2019, a joint account bought TNTOF (The Toronto-Dominion Bank (Rate/Coupon: 3.25 Matures: 06/11/2021)) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 31, 2019View filing

On October 31, 2018, a joint account sold BBT (BB&T Corporation (Rate/Coupon: 5.25% Matures: 11/01/2019)) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportOctober 31, 2018View filing

On October 25, 2018, a joint account bought Martinsburg Investors II, LLC (Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportOctober 25, 2018View filing

On August 16, 2018, a joint account bought Martinsburg Investors II, LLC (Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 16, 2018View filing

On August 9, 2018, a joint account bought SRI Capital Fund I, LP (Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund that invests in startup technology companies.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 9, 2018View filing

On August 2, 2018, the member sold PG (The Procter & Gamble Company) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 2, 2018View filing

On August 1, 2018, a joint account bought BBT (BB&T Corporation (Rate/Coupon: 5.25 Matures: 11/01/2019)) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 1, 2018View filing

On August 1, 2018, the member bought SANTANDER UK GROUP HOLDINGS (Rate/Coupon: 3.125 Matures: 01/01/2021) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 1, 2018View filing

On July 27, 2018, the member sold REVB (Revere Bank) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJuly 27, 2018View filing

On July 16, 2018, a joint account sold EL DUPONT DE NEMOURS & CO (Rate/Coupon: 6% Matures: 07/15/2018) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJuly 16, 2018View filing

On July 3, 2018, the member sold GLD (SPDR Gold Shares) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJuly 3, 2018View filing

On June 6, 2018, the member sold REVB (Revere Bank) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJune 6, 2018View filing

On June 6, 2018, a joint account bought Martinsburg Investors II, LLC (Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJune 6, 2018View filing

On March 9, 2018, the member bought FIRST NIAGARA FINANCIAL GROUP INC (Rate/Coupon: 6.75% Matures: 03/19/2020) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportMarch 9, 2018View filing

On January 5, 2018, the member sold BAC (Bank of America Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 5, 2018View filing

On December 6, 2017, the member bought GE (General Electric Company) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportDecember 6, 2017View filing

On August 7, 2017, the member sold T (AT&T Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 7, 2017View filing

On July 25, 2017, the member sold PEY (PowerShares Exchange-Traded Fund Trust - PowerShar) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJuly 25, 2017View filing

On February 22, 2017, a joint account bought DD (E. I. du Pont de Nemours and Company) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportFebruary 22, 2017View filing

On February 22, 2017, a joint account bought XEL (Xcel Energy Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportFebruary 22, 2017View filing

On January 27, 2017, a joint account sold VZ (Verizon Communications Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 27, 2017View filing

On January 27, 2017, a joint account sold VZ (Verizon Communications Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 27, 2017View filing

On January 25, 2017, a joint account bought BAC (Bank of America Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 25, 2017View filing

On January 25, 2017, a joint account bought T (AT&T Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 25, 2017View filing

On January 25, 2017, a joint account bought NEE-PC (FPL Group, Inc. 5 7/8% Preferre) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 25, 2017View filing

On January 6, 2017, a joint account sold United States Treasury Note (Rate/Coupon: 1.0 Matures: 12/31/2017) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJanuary 6, 2017View filing

On November 28, 2016, a joint account sold PFS-Provident Financial Services, Inc. for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportNovember 28, 2016View filing

On November 22, 2016, a joint account sold PFS (Provident Financial Services, Inc.) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportNovember 22, 2016View filing

On September 13, 2016, a joint account sold PEY (PowerShares High Yld Eq Div Achiev ETF) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportSeptember 13, 2016View filing

On August 3, 2016, a joint account sold CVX (Chevron Corporation) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportAugust 3, 2016View filing

On June 14, 2016, a joint account sold Nordea Bank AB for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJune 14, 2016View filing

On June 14, 2016, a joint account sold PG (The Procter & Gamble Company) for between $15,001 and $50,000, in a report with no disclosure date on file.

Periodic transaction reportJune 14, 2016View filing

Cited filings

Every record referenced above, in the order it appears.

#	Date	Record	Source
1	August 28, 2023	Periodic transaction report	Held in the database
2	August 28, 2023	Periodic transaction report	Held in the database
3	August 28, 2023	Periodic transaction report	Held in the database
4	August 28, 2023	Periodic transaction report	Held in the database
5	August 28, 2023	Periodic transaction report	Held in the database
6	August 28, 2023	Periodic transaction report	Held in the database
7	August 28, 2023	Periodic transaction report	Held in the database
8	November 14, 2023	Periodic transaction report	Held in the database
9	November 14, 2023	Periodic transaction report	Held in the database
10	November 14, 2023	Periodic transaction report	Held in the database
11	November 14, 2023	Periodic transaction report	Held in the database
12	August 28, 2023	Periodic transaction report	Held in the database
13	August 28, 2023	Periodic transaction report	Held in the database
14	November 14, 2023	Periodic transaction report	Held in the database
15	November 14, 2023	Periodic transaction report	Held in the database
16	June 10, 2014	Periodic transaction report	View filing
17	June 12, 2014	Periodic transaction report	View filing
18	January 28, 2019	Periodic transaction report	View filing
19	August 3, 2017	Periodic transaction report	View filing
20	November 30, 2014	Periodic transaction report	View filing
21	February 28, 2020	Periodic transaction report	View filing
22	December 10, 2019	Periodic transaction report	View filing
23	July 31, 2019	Periodic transaction report	View filing
24	January 31, 2019	Periodic transaction report	View filing
25	October 31, 2018	Periodic transaction report	View filing
26	October 25, 2018	Periodic transaction report	View filing
27	August 16, 2018	Periodic transaction report	View filing
28	August 9, 2018	Periodic transaction report	View filing
29	August 2, 2018	Periodic transaction report	View filing
30	August 1, 2018	Periodic transaction report	View filing
31	August 1, 2018	Periodic transaction report	View filing
32	July 27, 2018	Periodic transaction report	View filing
33	July 16, 2018	Periodic transaction report	View filing
34	July 3, 2018	Periodic transaction report	View filing
35	June 6, 2018	Periodic transaction report	View filing
36	June 6, 2018	Periodic transaction report	View filing
37	March 9, 2018	Periodic transaction report	View filing
38	January 5, 2018	Periodic transaction report	View filing
39	December 6, 2017	Periodic transaction report	View filing
40	August 7, 2017	Periodic transaction report	View filing
41	July 25, 2017	Periodic transaction report	View filing
42	February 22, 2017	Periodic transaction report	View filing
43	February 22, 2017	Periodic transaction report	View filing
44	January 27, 2017	Periodic transaction report	View filing
45	January 27, 2017	Periodic transaction report	View filing
46	January 25, 2017	Periodic transaction report	View filing
47	January 25, 2017	Periodic transaction report	View filing
48	January 25, 2017	Periodic transaction report	View filing
49	January 6, 2017	Periodic transaction report	View filing
50	November 28, 2016	Periodic transaction report	View filing
51	November 22, 2016	Periodic transaction report	View filing
52	September 13, 2016	Periodic transaction report	View filing
53	August 3, 2016	Periodic transaction report	View filing
54	June 14, 2016	Periodic transaction report	View filing
55	June 14, 2016	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.