Congressional trades
Ritchie Torres stock trades
Ritchie Torres currently serves in the US House of Representatives for NY's 15th congressional district (NY-15) as a Democrat. This profile is generated from 2 periodic transaction reports in the House Clerk's public disclosure index.
- Disclosed trades
- 157
- 2025–2026
- Buys / sells
- 82 / 75
- Disclosed range
- $157K – $2.4M
- sum of reported ranges
- House rank
- #19
- of 142 filers by row count
Democrat · NY-15 · Latest filing 2026-07-08. Ranges are the filed brackets; no midpoint estimates, portfolio value, or returns are inferred.
Most-traded tickers
Every ticker with a verified row, ranked by transaction count. Tickers with two or more rows link to a dedicated page for this member.
| Ticker | Rows | Buys | Sells | Last trade |
|---|---|---|---|---|
| ASML C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares | 3 | 2 | 1 | 2025-07-11 |
| AVGO Broadcom Inc. - Common Stock | 3 | 1 | 2 | 2025-07-11 |
| MKC McCormick & Company, Incorporated Common Stock | 3 | 2 | 1 | 2025-07-11 |
| OTIS C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock | 3 | 1 | 2 | 2025-07-11 |
| ABBV C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common Stock | 2 | 1 | 1 | 2025-07-11 |
| AMH C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest | 2 | 1 | 1 | 2025-07-11 |
| AMT C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation | 2 | 1 | 1 | 2025-07-11 |
| APO C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. | 2 | 1 | 1 | 2025-07-11 |
| ARES C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock | 2 | 1 | 1 | 2025-07-11 |
| BLK C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock | 2 | 1 | 1 | 2025-07-11 |
| BX C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common Stock | 2 | 1 | 1 | 2025-07-11 |
| CRM C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock | 2 | 1 | 1 | 2025-07-11 |
Disclosure profile
- Periodic reports parsed
- 2
- Distinct tickers
- 80
- First / last trade
- 2024-09-26 → 2025-07-11
- Median filing lag
- 225 days
- Rows filed after 45 days
- 88
- Reported owner
- Self 157
Filing lag is the gap between the trade date and the date the periodic report was filed with the Clerk. The STOCK Act allows 30 days from notification and no more than 45 days from the transaction.
The tracker is free
A STOCK Act row is evidence, not a model portfolio. Membership is the sourced monthly thesis around it.
All verified transactions
Parsed from official House Clerk periodic transaction reports for 2025 and 2026. Sort any column, filter by type or reported owner, and open the filing date to read the source PDF. Amounts are the ranges reported on the filing.
157 of 157 rows
| Type | Owner | ||||
|---|---|---|---|---|---|
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common Stock ABBV | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
direction. Alphabet Inc. - Class A Common Stock GOOGL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest AMH | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation AMT | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. APO | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apple Inc. - Common Stock AAPL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock ARES | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares ASML | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Bank of America Corporation Common Stock BAC | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock BLK | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common Stock BX | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock OWL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
Broadcom Inc. - Common Stock AVGO | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Citigroup, Inc. Common Stock C | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company KO | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Colgate-Palmolive Company Common Stock CL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Eaton Corporation, PLC Ordinary Shares ETN | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Emerson Electric Company Common Stock EMR | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock EQT | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock EQIX | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock ELS | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest EQR | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Freeport-McMoRan, Inc. Common Stock FCX | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Goldman Sachs Group, Inc. GS | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Hewlett Packard Enterprise Company Common Stock HPE | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc. HD | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. JP Morgan Chase & Co. Common Stock JPM | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock KMI | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock LHX | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
Marvell Technology, Inc. - Common Stock MRVL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
McCormick & Company, Incorporated Common Stock MKC | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McKesson Corporation Common Stock MCK | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock MRK | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Meta Platforms, Inc. - Class A Common Stock META | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. MetLife, Inc. Common Stock MET | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock MSFT | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock MS | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock NEE | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock NOC | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock OKE | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
Oracle Corporation Common Stock ORCL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock OTIS | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock OTIS | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
Pepsico, Inc. PEP | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. PPL Corporation Common Stock PPL | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company PG | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock QCOM | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ROCHE HOLDING LTD S/ADR RHHBY | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock CRM | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company SHW | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock TRP | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
T-Mobile US, Inc. TMUS | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock UNP | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
US Treasury Note 9128284V9 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAY75 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNE7 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNG2 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Verizon Communications Inc. Common Stock VZ | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. VICI Properties Inc. Common Stock VICI | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Walmart Inc. Common Stock WMT | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Waste Connections, Inc. Common Shares WCN | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc. WMB | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Marvell Technology, Inc. - Common Stock MRVL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGC91 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP40 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMU26 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock TRP | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6 | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CMP3 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Honeywell International Inc. HON | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
2000143044 McKesson Corporation Common Stock MCK | Purchase | Self | $1,001 - $15,000 | 2026-07-08 #20034224 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock AVGO | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock MKC | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock ARES | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CLP4 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
AbbVie Inc. Common Stock ABBV | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alexandria Real Estate Equities, Inc. Common Stock ARE | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alphabet Inc. - Class A Common Stock GOOGL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest AMH | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation AMT | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. APO | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Appell Pete Corp APPL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
ASML Holding N.V. - New York Registry Shares ASML | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares ASML | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock BLK | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
Blackstone Inc. Common Stock BX | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock OWL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock AVGO | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company KO | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Comcast Corporation - Class A Common Stock CMCSA | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
DBA Sempra Common Stock SRE | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Edison International Common Stock EIX | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Enbridge Inc Common Stock ENB | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock EQT | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock EQIX | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock ELS | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest EQR | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Gaming and Leisure Properties, Inc. - Common Stock GLPI | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc. HD | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock ICE | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock ICE | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Johnson & Johnson Common Stock JNJ | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
JP Morgan Chase & Co. Common Stock JPM | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock KMI | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock LHX | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
direction. Lennar Corporation Class A Common Stock LEN | Sale | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lennar Corporation Class A Common Stock LEN | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lineage, Inc. - Common Stock LINE | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lockheed Martin Corporation Common Stock LMT | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock MKC | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock MRK | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
direction. Meta Platforms, Inc. - Class A Common Stock META | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock MSFT | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock MS | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NESTLE S.A S/ADR NSRGY | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock NEE | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock NOC | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NVIDIA Corporation - Common Stock NVDA | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NXP Semiconductors N.V. - Common Stock NXPI | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Old Dominion Freight Line, Inc. - Common Stock ODFL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock OKE | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Oracle Corporation Common Stock ORCL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock OTIS | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interests PAGP | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
direction. PPL Corporation Common Stock PPL | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company PG | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Prologis, Inc. Common Stock PLD | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Public Service Enterprise Group Incorporated Common Stock PEG | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock QCOM | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock CRM | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company SHW | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Texas Instruments Incorporated - Common Stock TXN | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. T-Mobile US, Inc. TMUS | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. U.S. Bancorp Common Stock USB | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock UNP | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. UnitedHealth Group Incorporated Common Stock UNH | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 9128284V9 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P46 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 912828P469 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CAE1 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
US Treasury Note 91282CAY7 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFF3 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFK2 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CFY2 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CGM7 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CHA2 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CKY6 | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 | |
C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Williams Companies, Inc. WMB | Purchase | Self | $1,001 - $15,000 | 2025-08-20 #20030930 |
Under the STOCK Act, lawmakers must disclose reportable securities transactions publicly. A filing is a delayed, range-based disclosure—not a real-time trading signal or proof of motive.
Sectors in the disclosures
Sectors of the ticker-matched rows above, using Yield Theory's sector map. Untagged assets such as bonds and funds are not counted.
Health CareCommunication ServicesReal EstateFinancials
Most active House filers
Ritchie Torres — frequently asked questions
How many stock trades has Ritchie Torres disclosed?
The House Clerk periodic transaction reports covering 2025 and 2026 contain 157 reportable transactions for Ritchie Torres: 82 purchases, 75 sales, across 80 distinct tickers. Rows may belong to the member, a spouse, a dependent, or a joint account.
What does Ritchie Torres trade most?
ASML (C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares) appears most often, with 3 disclosed transactions (2 purchases, 1 sales). The most-traded table on this page lists every ticker with a verified row.
How much money is involved in Ritchie Torres's disclosed trades?
Filings report amounts as ranges, not exact values. Summing the low and high ends of every range gives a disclosed total between $157K – $2.4M across 157 transactions. Yield Theory does not convert ranges to midpoints or estimate portfolio value or returns.
Does Ritchie Torres file trades on time?
The STOCK Act requires disclosure within 45 days of a transaction. Across Ritchie Torres's rows the median gap between trade date and filing date is 225 days, and 88 rows were filed more than 45 days after the trade. Late filing is a disclosure-timing fact, not evidence of wrongdoing.
Is it legal for members of Congress to trade stocks?
Yes. Members may trade individual stocks but the 2012 STOCK Act requires public disclosure, usually within 45 days, and bans trading on material non-public information. Proposals to ban individual stock ownership by members recur regularly.
Yield Theory is not affiliated with, endorsed by, or connected to any elected official. Information is compiled from public STOCK Act disclosures filed with the US House Clerk for 2025 and 2026 and from the public congress-legislators dataset. Image-only filings are not parsed, so this is not a complete lifetime portfolio; filings can be amended and are reported in ranges. This page is educational and is not investment advice.
Don’t copy the filing. Read the thesis.
Ritchie Torres disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $15/month or $150/year.
$15/mo or $150/yr · cancel future renewals anytime · sources included