Shelley Moore Capito

Senator · WV · R

Current term Jan 3, 2021 – Jan 3, 2027 · In the Senate since Jan 6, 2015

Official website Contact form Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

Disclosed trades

Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

93 reported transactions in 20 electronically filed reports; latest filed Aug 4, 2026.

Periodic Transaction Report · filed Aug 4, 2026 · Senate eFD

View original filing

Microsoft Corporation - Common StockMSFT

Stock

Transaction date: Jul 21, 2026Filed 14 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 14 days after the trade. MSFT closed at $397.75 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$390.34	−1.86%	$605 loss avoided
Day of disclosureAug 4, 2026	Aug 4, 2026	$492.81	+23.9%	$7,768 gain missed
30 days afterAug 20, 2026	Aug 20, 2026	$481.15	+21.0%	$6,815 gain missed
90 days afterOct 19, 2026	Oct 19, 2026	$533.52	+34.1%	$11,094 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+33.7%	$10,959 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stock

Transaction date: Jul 21, 2026Filed 14 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 14 days after the trade. AAPL closed at $327.74 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$325.89	−0.56%	$45 loss avoided
Day of disclosureAug 4, 2026	Aug 4, 2026	$309.38	−5.60%	$448 loss avoided
30 days afterAug 20, 2026	Aug 20, 2026	$311.30	−5.02%	$401 loss avoided
90 days afterOct 19, 2026	Oct 19, 2026	$342.94	+4.64%	$371 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+3.59%	$287 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intel Corporation - Common StockINTC

Stock

Transaction date: Jul 21, 2026Filed 14 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 14 days after the trade. INTC closed at $105.45 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$102.62	−2.68%	$215 loss avoided
Day of disclosureAug 4, 2026	Aug 4, 2026	$100.86	−4.35%	$348 loss avoided
30 days afterAug 20, 2026	Aug 20, 2026	$92.13	−12.6%	$1,011 loss avoided
90 days afterOct 19, 2026	Oct 19, 2026	$92.03	−12.7%	$1,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	−13.0%	$1,044 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Coca-Cola Company (The) Common StockKO

Stock

Transaction date: Jul 21, 2026Filed 14 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 14 days after the trade. KO closed at $81.97 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$82.20	+0.28%	$22 gain missed
Day of disclosureAug 4, 2026	Aug 4, 2026	$86.56	+5.60%	$448 gain missed
30 days afterAug 20, 2026	Aug 20, 2026	$90.50	+10.4%	$833 gain missed
90 days afterOct 19, 2026	Oct 19, 2026	$93.42	+14.0%	$1,118 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$93.49	+14.1%	$1,124 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stock

Transaction date: Jul 21, 2026Filed 14 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 14 days after the trade. CSCO closed at $112.18 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$112.21	+0.03%	$2 gain missed
Day of disclosureAug 4, 2026	Aug 4, 2026	$121.74	+8.52%	$682 gain missed
30 days afterAug 20, 2026	Aug 20, 2026	$109.59	−2.31%	$185 loss avoided
90 days afterOct 19, 2026	Oct 19, 2026	$106.50	−5.06%	$405 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−4.39%	$351 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jul 21, 2026Filed 14 days later

Spouse

Microsoft Corporation - Common StockMSFTStock

Partial sale

$15,001 - $50,000

Disclosed 14 days after the trade. MSFT closed at $397.75 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$390.34	−1.86%	$605 loss avoided
Day of disclosureAug 4, 2026	Aug 4, 2026	$492.81	+23.9%	$7,768 gain missed
30 days afterAug 20, 2026	Aug 20, 2026	$481.15	+21.0%	$6,815 gain missed
90 days afterOct 19, 2026	Oct 19, 2026	$533.52	+34.1%	$11,094 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+33.7%	$10,959 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 21, 2026Filed 14 days later

Spouse

Apple Inc. - Common StockAAPLStock

Partial sale

$1,001 - $15,000

Disclosed 14 days after the trade. AAPL closed at $327.74 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$325.89	−0.56%	$45 loss avoided
Day of disclosureAug 4, 2026	Aug 4, 2026	$309.38	−5.60%	$448 loss avoided
30 days afterAug 20, 2026	Aug 20, 2026	$311.30	−5.02%	$401 loss avoided
90 days afterOct 19, 2026	Oct 19, 2026	$342.94	+4.64%	$371 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+3.59%	$287 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 21, 2026Filed 14 days later

Spouse

Intel Corporation - Common StockINTCStock

Partial sale

$1,001 - $15,000

Disclosed 14 days after the trade. INTC closed at $105.45 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$102.62	−2.68%	$215 loss avoided
Day of disclosureAug 4, 2026	Aug 4, 2026	$100.86	−4.35%	$348 loss avoided
30 days afterAug 20, 2026	Aug 20, 2026	$92.13	−12.6%	$1,011 loss avoided
90 days afterOct 19, 2026	Oct 19, 2026	$92.03	−12.7%	$1,018 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	−13.0%	$1,044 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 21, 2026Filed 14 days later

Spouse

Coca-Cola Company (The) Common StockKO

Disclosed 14 days after the trade. KO closed at $81.97 on Jul 21, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 22, 2026	Jul 22, 2026	$82.20	+0.28%	$22 gain missed
Day of disclosureAug 4, 2026	Aug 4, 2026	$86.56	+5.60%	$448 gain missed
30 days afterAug 20, 2026	Aug 20, 2026	$90.50	+10.4%	$833 gain missed
90 days afterOct 19, 2026	Oct 19, 2026	$93.42	+14.0%	$1,118 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$93.49	+14.1%	$1,124 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 6, 2026 · Senate eFD
View original filing
- Citigroup New Inc (C)
  Stock
  Transaction date
  Jun 16, 2026Filed 20 days later
  Type
  Sale
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  No ticker reported
Transaction date Owner Asset Type Amount (as reported) Prices
Jun 16, 2026Filed 20 days later Spouse Citigroup New Inc (C)Stock Sale $1,001 - $15,000 No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Jun 16, 2026Filed 20 days later	Spouse	Citigroup New Inc (C)Stock	Sale	$1,001 - $15,000	No ticker reported

Periodic Transaction Report · filed May 7, 2026 · Senate eFD

View original filing

Constellation Energy Corporation - Common Stock When-IssuedCEG

Stock

Transaction date: Apr 17, 2026Filed 20 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 20 days after the trade. CEG closed at $296.21 on Apr 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 20, 2026	Apr 20, 2026	$287.56	−2.92%	$234 loss avoided
Day of disclosureMay 7, 2026	May 7, 2026	$311.28	+5.09%	$407 gain missed
30 days afterMay 18, 2026	May 18, 2026	$262.00	−11.5%	$924 loss avoided
90 days afterJul 16, 2026	Jul 16, 2026	$251.77	−15.0%	$1,200 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$258.84	−12.6%	$1,009 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stock

Transaction date: Apr 17, 2026Filed 20 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 20 days after the trade. AAPL closed at $270.23 on Apr 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 20, 2026	Apr 20, 2026	$273.05	+1.04%	$83 gain missed
Day of disclosureMay 7, 2026	May 7, 2026	$287.44	+6.37%	$510 gain missed
30 days afterMay 18, 2026	May 18, 2026	$297.84	+10.2%	$817 gain missed
90 days afterJul 16, 2026	Jul 16, 2026	$333.26	+23.3%	$1,866 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.6%	$2,051 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 12, 2026 · Senate eFD

View original filing

Mastercard Incorporated Common StockMA

Stock

Transaction date: Mar 28, 2026Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 15 days after the trade. MA closed at $494.00 on Mar 30, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 30, 2026	Mar 30, 2026	$494.00	0.00%	$0
Day of disclosureApr 13, 2026	Apr 13, 2026	$508.58	+2.95%	+$236 gain
30 days afterApr 27, 2026	Apr 27, 2026	$506.43	+2.52%	+$201 gain
90 days afterJun 26, 2026	Jun 26, 2026	$499.02	+1.02%	+$81 gain
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+25.6%	+$2,048 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Mar 28, 2026Filed 15 days later

Spouse

Mastercard Incorporated Common StockMAStock

Purchase

$1,001 - $15,000

Disclosed 15 days after the trade. MA closed at $494.00 on Mar 30, 2026 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 30, 2026	Mar 30, 2026	$494.00	0.00%	$0
Day of disclosureApr 13, 2026	Apr 13, 2026	$508.58	+2.95%	+$236 gain
30 days afterApr 27, 2026	Apr 27, 2026	$506.43	+2.52%	+$201 gain
90 days afterJun 26, 2026	Jun 26, 2026	$499.02	+1.02%	+$81 gain
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+25.6%	+$2,048 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 4, 2026 · Senate eFD

View original filing

PNC Financial Services Group, Inc. (The) Common StockPNC

Stock

Transaction date: Mar 12, 2026Filed 23 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 23 days after the trade. PNC closed at $202.69 on Mar 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 13, 2026	Mar 13, 2026	$201.13	−0.77%	−$62 loss
Day of disclosureApr 6, 2026	Apr 6, 2026	$213.14	+5.16%	+$413 gain
30 days afterApr 13, 2026	Apr 13, 2026	$223.00	+10.0%	+$802 gain
90 days afterJun 11, 2026	Jun 11, 2026	$233.94	+15.4%	+$1,234 gain
Latest closeOct 20, 2026	Oct 20, 2026	$220.99	+9.03%	+$722 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

FactSet Research Systems Inc. Common StockFDS

Stock

Transaction date: Mar 31, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 4 days after the trade. FDS closed at $216.99 on Mar 31, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 1, 2026	Apr 1, 2026	$224.86	+3.63%	$290 gain missed
Day of disclosureApr 6, 2026	Apr 6, 2026	$230.94	+6.43%	$514 gain missed
30 days afterApr 30, 2026	Apr 30, 2026	$227.58	+4.88%	$390 gain missed
90 days afterJun 29, 2026	Jun 29, 2026	$233.62	+7.66%	$613 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	+43.9%	$3,513 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Mar 4, 2026 · Senate eFD

View original filing

Illinois Tool Works Inc. Common StockITW

Stock

Transaction date: Feb 24, 2026Filed 8 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 8 days after the trade. ITW closed at $294.56 on Feb 24, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 25, 2026	Feb 25, 2026	$289.74	−1.64%	$131 loss avoided
Day of disclosureMar 4, 2026	Mar 4, 2026	$287.17	−2.51%	$201 loss avoided
30 days afterMar 26, 2026	Mar 26, 2026	$261.37	−11.3%	$902 loss avoided
90 days afterMay 26, 2026	May 26, 2026	$250.41	−15.0%	$1,199 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	−6.65%	$532 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Paychex, Inc. - Common StockPAYX

Stock

Transaction date: Feb 20, 2026Filed 12 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 12 days after the trade. PAYX closed at $91.24 on Feb 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 23, 2026	Feb 23, 2026	$87.39	−4.22%	$338 loss avoided
Day of disclosureMar 4, 2026	Mar 4, 2026	$95.79	+4.99%	$399 gain missed
30 days afterMar 23, 2026	Mar 23, 2026	$93.50	+2.48%	$198 gain missed
90 days afterMay 21, 2026	May 21, 2026	$94.25	+3.30%	$264 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+23.4%	$1,875 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Feb 5, 2026 · Senate eFD

View original filing

Starbucks CorpSBUX

Stock

Transaction date: Jan 28, 2026Filed 8 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 8 days after the trade. SBUX closed at $95.16 on Jan 28, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 29, 2026	Jan 29, 2026	$93.88	−1.35%	$108 loss avoided
Day of disclosureFeb 5, 2026	Feb 5, 2026	$96.07	+0.96%	$77 gain missed
30 days afterFeb 27, 2026	Feb 27, 2026	$98.02	+3.01%	$240 gain missed
90 days afterApr 28, 2026	Apr 28, 2026	$97.28	+2.23%	$178 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+4.42%	$354 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jan 28, 2026Filed 8 days later

Spouse

Starbucks CorpSBUXStock

Partial sale

$1,001 - $15,000

Disclosed 8 days after the trade. SBUX closed at $95.16 on Jan 28, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 29, 2026	Jan 29, 2026	$93.88	−1.35%	$108 loss avoided
Day of disclosureFeb 5, 2026	Feb 5, 2026	$96.07	+0.96%	$77 gain missed
30 days afterFeb 27, 2026	Feb 27, 2026	$98.02	+3.01%	$240 gain missed
90 days afterApr 28, 2026	Apr 28, 2026	$97.28	+2.23%	$178 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+4.42%	$354 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jan 6, 2026 · Senate eFD

View original filing

KellanovaK

Stock

Comment: Merged with Mars, Incorporated

Transaction date: Dec 11, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 26 days after the trade. K closed at $83.44 on Dec 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the trade	No trading within a week of Dec 12, 2025
Day of disclosure	No trading within a week of Jan 6, 2026
30 days after	No trading within a week of Jan 10, 2026
90 days after	No trading within a week of Mar 11, 2026
Latest closeDec 11, 2025	Dec 11, 2025	$83.44	0.00%	$0

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft CorpMSFT

Stock

Transaction date: Dec 16, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 21 days after the trade. MSFT closed at $476.39 on Dec 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 17, 2025	Dec 17, 2025	$476.12	−0.06%	$5 loss avoided
Day of disclosureJan 6, 2026	Jan 6, 2026	$478.51	+0.45%	$36 gain missed
30 days afterJan 15, 2026	Jan 15, 2026	$456.66	−4.14%	$331 loss avoided
90 days afterMar 16, 2026	Mar 16, 2026	$399.95	−16.0%	$1,284 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.6%	$932 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Dec 4, 2025 · Senate eFD

View original filing

Meta Platforms IncMETA

Stock

Transaction date: Nov 13, 2025Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 21 days after the trade. META closed at $609.89 on Nov 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 14, 2025	Nov 14, 2025	$609.46	−0.07%	−$6 loss
Day of disclosureDec 4, 2025	Dec 4, 2025	$661.53	+8.47%	+$677 gain
30 days afterDec 15, 2025	Dec 15, 2025	$647.51	+6.17%	+$494 gain
90 days afterFeb 11, 2026	Feb 11, 2026	$668.69	+9.64%	+$771 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+13.8%	+$1,107 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Paychex IncPAYX

Stock

Transaction date: Nov 13, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 21 days after the trade. PAYX closed at $111.80 on Nov 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 14, 2025	Nov 14, 2025	$112.10	+0.27%	$21 gain missed
Day of disclosureDec 4, 2025	Dec 4, 2025	$111.77	−0.03%	$3 loss avoided
30 days afterDec 15, 2025	Dec 15, 2025	$115.38	+3.20%	$256 gain missed
90 days afterFeb 11, 2026	Feb 11, 2026	$94.84	−15.2%	$1,214 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+0.73%	$59 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Nov 4, 2025 · Senate eFD

View original filing

Eli Lilly and CompanyLLY

Stock

Transaction date: Oct 24, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 11 days after the trade. LLY closed at $825.45 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$826.41	+0.12%	+$9 gain
Day of disclosureNov 4, 2025	Nov 4, 2025	$906.86	+9.86%	+$789 gain
30 days afterNov 24, 2025	Nov 24, 2025	$1,070.16	+29.6%	+$2,372 gain
90 days afterJan 22, 2026	Jan 22, 2026	$1,087.38	+31.7%	+$2,539 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+55.5%	+$4,441 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft CorpMSFT

Stock

Transaction date: Oct 22, 2025Filed 13 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 13 days after the trade. MSFT closed at $520.54 on Oct 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 23, 2025	Oct 23, 2025	$520.56	+0.00%	$0 gain missed
Day of disclosureNov 4, 2025	Nov 4, 2025	$514.33	−1.19%	$95 loss avoided
30 days afterNov 21, 2025	Nov 21, 2025	$472.12	−9.30%	$744 loss avoided
90 days afterJan 20, 2026	Jan 20, 2026	$454.52	−12.7%	$1,015 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+2.18%	$174 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Jun 16, 2026Filed 20 days later	Spouse	Citigroup New Inc (C)Stock	Sale	$1,001 - $15,000	No ticker reported

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jun 16, 2026Filed 20 days later

Spouse

Citigroup New Inc (C)Stock

Sale

$1,001 - $15,000

No ticker reported

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 14, 2026	Apr 14, 2026	$380.78	+0.27%	$22 gain missed
Day of disclosureMay 7, 2026	May 7, 2026	$412.56	+8.64%	$691 gain missed
30 days afterMay 13, 2026	May 13, 2026	$416.79	+9.75%	$780 gain missed
90 days afterJul 13, 2026	Jul 13, 2026	$384.05	+1.13%	$91 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−11.9%	$956 loss avoided

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 27, 2026	Mar 27, 2026	$198.33	+1.05%	$84 gain missed
Day of disclosureApr 6, 2026	Apr 6, 2026	$230.94	+17.7%	$1,413 gain missed
30 days afterApr 27, 2026	Apr 27, 2026	$225.33	+14.8%	$1,185 gain missed
90 days afterJun 24, 2026	Jun 24, 2026	$216.45	+10.3%	$823 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	+59.1%	$4,729 gain missed

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 26, 2026	Mar 26, 2026	$196.27	+1.23%	$99 gain missed
Day of disclosureApr 6, 2026	Apr 6, 2026	$230.94	+19.1%	$1,529 gain missed
30 days afterApr 24, 2026	Apr 24, 2026	$224.12	+15.6%	$1,248 gain missed
90 days afterJun 23, 2026	Jun 23, 2026	$218.15	+12.5%	$1,002 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	+61.1%	$4,886 gain missed

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 12, 2026	Mar 12, 2026	$301.89	−1.34%	−$107 loss
Day of disclosureApr 6, 2026	Apr 6, 2026	$305.73	−0.08%	−$7 loss
30 days afterApr 10, 2026	Apr 10, 2026	$313.50	+2.45%	+$196 gain
90 days afterJun 11, 2026	Jun 11, 2026	$318.49	+4.09%	+$327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+4.04%	+$323 gain

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$1,082.88	−0.45%	$36 loss avoided
Day of disclosureMar 4, 2026	Mar 4, 2026	$1,049.23	−3.54%	$284 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$922.90	−15.2%	$1,213 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$1,081.32	−0.59%	$48 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+3.76%	$301 gain missed

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$337.00	+3.64%	$291 gain missed
Day of disclosureMar 4, 2026	Mar 4, 2026	$341.51	+5.03%	$402 gain missed
30 days afterMar 12, 2026	Mar 12, 2026	$307.27	−5.50%	$440 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$422.73	+30.0%	$2,401 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+22.1%	$1,769 gain missed

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 10, 2026	Feb 10, 2026	$340.44	−1.02%	−$81 loss
Day of disclosureMar 4, 2026	Mar 4, 2026	$317.53	−7.68%	−$614 loss
30 days afterMar 11, 2026	Mar 11, 2026	$341.57	−0.69%	−$55 loss
90 days afterMay 11, 2026	May 11, 2026	$428.43	+24.6%	+$1,965 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−2.78%	−$223 loss

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 17, 2025	Dec 17, 2025	$271.84	−1.01%	$81 loss avoided
Day of disclosureJan 6, 2026	Jan 6, 2026	$262.36	−4.46%	$357 loss avoided
30 days afterJan 15, 2026	Jan 15, 2026	$258.21	−5.97%	$478 loss avoided
90 days afterMar 16, 2026	Mar 16, 2026	$252.82	−7.93%	$635 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+23.6%	$1,891 gain missed

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 17, 2025	Dec 17, 2025	$296.72	−3.21%	$257 loss avoided
Day of disclosureJan 6, 2026	Jan 6, 2026	$314.34	+2.53%	$203 gain missed
30 days afterJan 15, 2026	Jan 15, 2026	$332.78	+8.55%	$684 gain missed
90 days afterMar 16, 2026	Mar 16, 2026	$305.56	−0.33%	$26 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+11.0%	$880 gain missed

Point	Session	Close	Change	On $8,001 sold
Day after the tradeNov 14, 2025	Nov 14, 2025	$227.85	−1.56%	$125 loss avoided
Day of disclosureDec 4, 2025	Dec 4, 2025	$246.17	+6.35%	$508 gain missed
30 days afterDec 15, 2025	Dec 15, 2025	$248.78	+7.48%	$598 gain missed
90 days afterFeb 11, 2026	Feb 11, 2026	$287.04	+24.0%	$1,921 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−14.2%	$1,139 loss avoided

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 22, 2025	Oct 22, 2025	$126.61	−0.73%	$58 loss avoided
Day of disclosureNov 4, 2025	Nov 4, 2025	$115.14	−9.72%	$778 loss avoided
30 days afterNov 20, 2025	Nov 20, 2025	$108.46	−15.0%	$1,197 loss avoided
90 days afterJan 20, 2026	Jan 20, 2026	$107.42	−15.8%	$1,262 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	−11.7%	$936 loss avoided

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 22, 2025	Oct 22, 2025	$243.53	−0.71%	$57 loss avoided
Day of disclosureNov 4, 2025	Nov 4, 2025	$237.76	−3.06%	$245 loss avoided
30 days afterNov 20, 2025	Nov 20, 2025	$228.43	−6.87%	$549 loss avoided
90 days afterJan 20, 2026	Jan 20, 2026	$268.40	+9.43%	$755 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−19.1%	$1,525 loss avoided

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 21, 2025	Oct 21, 2025	$245.27	+1.24%	$99 gain missed
Day of disclosureNov 4, 2025	Nov 4, 2025	$237.76	−1.86%	$149 loss avoided
30 days afterNov 19, 2025	Nov 19, 2025	$228.41	−5.72%	$458 loss avoided
90 days afterJan 20, 2026	Jan 20, 2026	$268.40	+10.8%	$863 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−18.1%	$1,445 loss avoided

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 20, 2025	Oct 20, 2025	$936.11	−0.02%	$2 loss avoided
Day of disclosureNov 4, 2025	Nov 4, 2025	$940.74	+0.47%	$38 gain missed
30 days afterNov 17, 2025	Nov 17, 2025	$912.59	−2.54%	$203 loss avoided
90 days afterJan 15, 2026	Jan 15, 2026	$956.75	+2.18%	$174 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+6.22%	$498 gain missed

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 20, 2025	Oct 20, 2025	$154.48	+0.91%	$73 gain missed
Day of disclosureNov 4, 2025	Nov 4, 2025	$153.39	+0.20%	$16 gain missed
30 days afterNov 17, 2025	Nov 17, 2025	$154.82	+1.14%	$91 gain missed
90 days afterJan 15, 2026	Jan 15, 2026	$166.16	+8.54%	$684 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+47.4%	$3,796 gain missed

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2025	Oct 30, 2025	$525.76	−2.92%	$948 loss avoided
Day of disclosureNov 4, 2025	Nov 4, 2025	$514.33	−5.03%	$1,634 loss avoided
30 days afterNov 28, 2025	Nov 28, 2025	$492.01	−9.15%	$2,973 loss avoided
90 days afterJan 27, 2026	Jan 27, 2026	$480.58	−11.3%	$3,659 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	−1.79%	$581 loss avoided

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2025	Oct 30, 2025	$310.06	+0.60%	$195 gain missed
Day of disclosureNov 4, 2025	Nov 4, 2025	$300.85	−2.39%	$776 loss avoided
30 days afterNov 28, 2025	Nov 28, 2025	$308.58	+0.12%	$39 gain missed
90 days afterJan 27, 2026	Jan 27, 2026	$293.86	−4.66%	$1,513 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$241.92	−21.5%	$6,990 loss avoided