
Representative · NC-5 · R
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 4, 2005
Official websiteBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
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.
Reports filed since Jan 1, 2025 with the House Clerk, 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.
44 reported transactions in 13 electronically filed reports; latest filed Jul 10, 2026.
Periodic Transaction Report · filed Apr 4, 2025 · House Clerk
View original filingAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsARLP
Stocks (including ADRs) [ST]
Disclosed 28 days after the trade. ARLP closed at $24.83 on Mar 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeMar 10, 2025 | $24.80 | −0.12% | $39 loss avoided | |
| Day of disclosureApr 4, 2025 | $25.04 | +0.85% | $275 gain missed | |
| 30 days afterApr 7, 2025 | $24.67 | −0.64% | $209 loss avoided | |
| 90 days afterJun 5, 2025 | $25.71 | +3.54% | $1,152 gain missed | |
| Latest closeOct 20, 2026 | $25.63 | +3.22% | $1,047 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.
Ellington Financial Inc. Common StockEFC
Stocks (including ADRs) [ST]
Disclosed 4 days after the trade. EFC closed at $13.26 on Mar 31, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 1, 2025 | $13.25 | −0.08% | −$6 loss | |
| Day of disclosureApr 4, 2025 | $12.43 | −6.26% | −$501 loss | |
| 30 days afterApr 30, 2025 | $13.03 | −1.73% | −$139 loss | |
| 90 days afterJun 30, 2025 | $12.99 | −2.04% | −$163 loss | |
| Latest closeOct 20, 2026 | $11.48 | −13.4% | −$1,074 loss |
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.
Energy Transfer LP Common UnitsET
Stocks (including ADRs) [ST]
Disclosed 28 days after the trade. ET closed at $17.46 on Mar 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeMar 10, 2025 | $17.26 | −1.15% | $859 loss avoided | |
| Day of disclosureApr 4, 2025 | $16.16 | −7.45% | $5,584 loss avoided | |
| 30 days afterApr 7, 2025 | $15.87 | −9.11% | $6,830 loss avoided | |
| 90 days afterJun 5, 2025 | $17.67 | +1.20% | $902 gain missed | |
| Latest closeOct 20, 2026 | $19.55 | +12.0% | $8,978 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.
FLEX LNG Ltd. Ordinary SharesFLNG
Stocks (including ADRs) [ST]
Disclosed 28 days after the trade. FLNG closed at $21.85 on Mar 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeMar 10, 2025 | $21.84 | −0.05% | $15 loss avoided | |
| Day of disclosureApr 4, 2025 | $20.39 | −6.68% | $2,172 loss avoided | |
| 30 days afterApr 7, 2025 | $20.55 | −5.95% | $1,934 loss avoided | |
| 90 days afterJun 5, 2025 | $24.74 | +13.2% | $4,299 gain missed | |
| Latest closeOct 20, 2026 | $27.65 | +26.5% | $8,627 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.
Hercules Capital, Inc. Common StockHTGC
Stocks (including ADRs) [ST]
Disclosed 30 days after the trade. HTGC closed at $19.09 on Mar 5, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMar 6, 2025 | $18.46 | −3.30% | −$264 loss | |
| Day of disclosureApr 4, 2025 | $17.19 | −9.95% | −$796 loss | |
| 30 days afterApr 4, 2025 | $17.19 | −9.95% | −$796 loss | |
| 90 days afterJun 3, 2025 | $17.72 | −7.18% | −$574 loss | |
| Latest closeOct 20, 2026 | $16.28 | −14.7% | −$1,178 loss |
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.
Pembina Pipeline Corp. Ordinary SharesPBA
Stocks (including ADRs) [ST]
Disclosed 28 days after the trade. PBA closed at $37.86 on Mar 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeMar 10, 2025 | $38.52 | +1.74% | $1,307 gain missed | |
| Day of disclosureApr 4, 2025 | $37.16 | −1.85% | $1,387 loss avoided | |
| 30 days afterApr 7, 2025 | $36.35 | −3.99% | $2,991 loss avoided | |
| 90 days afterJun 5, 2025 | $37.76 | −0.26% | $198 loss avoided | |
| Latest closeOct 20, 2026 | $50.11 | +32.4% | $24,267 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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 7, 2025Filed 28 days later | Member | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsARLPStocks (including ADRs) [ST] | Partial sale | $15,001 - $50,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. ARLP closed at $24.83 on Mar 7, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Mar 31, 2025Filed 4 days later | Member | Ellington Financial Inc. Common StockEFCStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 4 days after the trade. EFC closed at $13.26 on Mar 31, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Mar 7, 2025Filed 28 days later | Member | Energy Transfer LP Common UnitsETStocks (including ADRs) [ST] | Partial sale | $50,001 - $100,000 | |||||||||||||||||||||||||||
Disclosed 28 days after the trade. ET closed at $17.46 on Mar 7, 2025; changes are measured from that close.
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 3, 2025 · House Clerk
View original filingAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsARLP
Stocks (including ADRs) [ST]
Disclosed 17 days after the trade. ARLP closed at $26.76 on Feb 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 18, 2025 | $26.79 | +0.11% | +$9 gain | |
| Day of disclosureMar 3, 2025 | $25.08 | −6.28% | −$502 loss | |
| 30 days afterMar 17, 2025 | $24.91 | −6.91% | −$553 loss | |
| 90 days afterMay 15, 2025 | $26.61 | −0.56% | −$45 loss | |
| Latest closeOct 20, 2026 | $25.63 | −4.22% | −$338 loss |
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.
Energy Transfer LP Common UnitsET
Stocks (including ADRs) [ST]
Disclosed 12 days after the trade. ET closed at $20.12 on Feb 19, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 20, 2025 | $19.94 | −0.89% | −$72 loss | |
| Day of disclosureMar 3, 2025 | $19.03 | −5.42% | −$433 loss | |
| 30 days afterMar 21, 2025 | $18.60 | −7.55% | −$604 loss | |
| 90 days afterMay 20, 2025 | $18.14 | −9.84% | −$787 loss | |
| Latest closeOct 20, 2026 | $19.55 | −2.83% | −$227 loss |
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, 2025 · House Clerk
View original filingAbbVie Inc. Common StockABBV
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. ABBV closed at $176.19 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $176.57 | +0.22% | +$17 gain | |
| Day of disclosureJan 6, 2025 | $180.10 | +2.22% | +$178 gain | |
| 30 days afterJan 6, 2025 | $180.10 | +2.22% | +$178 gain | |
| 90 days afterMar 6, 2025 | $210.75 | +19.6% | +$1,569 gain | |
| Latest closeOct 20, 2026 | $289.08 | +64.1% | +$5,126 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.
Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsARLP
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. ARLP closed at $26.47 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $25.89 | −2.19% | $712 loss avoided | |
| Day of disclosureJan 6, 2025 | $26.28 | −0.72% | $233 loss avoided | |
| 30 days afterJan 6, 2025 | $26.28 | −0.72% | $233 loss avoided | |
| 90 days afterMar 6, 2025 | $24.82 | −6.23% | $2,026 loss avoided | |
| Latest closeOct 20, 2026 | $25.63 | −3.17% | $1,031 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.
| Notified Apr 2, 2025New |
| Mar 7, 2025Filed 28 days later | Member | FLEX LNG Ltd. Ordinary SharesFLNGStocks (including ADRs) [ST] | Sale | $15,001 - $50,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. FLNG closed at $21.85 on Mar 7, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Mar 5, 2025Filed 30 days later | Member | Hercules Capital, Inc. Common StockHTGCStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. HTGC closed at $19.09 on Mar 5, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Mar 7, 2025Filed 28 days later | Member | Pembina Pipeline Corp. Ordinary SharesPBAStocks (including ADRs) [ST] | Sale | $50,001 - $100,000 | Notified Apr 2, 2025New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. PBA closed at $37.86 on Mar 7, 2025; changes are measured from that close.
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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 14, 2025Filed 17 days later | Member | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsARLPStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Mar 1, 2025New | ||||||||||||||||||||||||||
Disclosed 17 days after the trade. ARLP closed at $26.76 on Feb 14, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Feb 19, 2025Filed 12 days later | Member | Energy Transfer LP Common UnitsETStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Mar 1, 2025New | ||||||||||||||||||||||||||
Disclosed 12 days after the trade. ET closed at $20.12 on Feb 19, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. AEP closed at $95.85 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $95.58 | −0.28% | −$23 loss | |
| Day of disclosureJan 6, 2025 | $90.32 | −5.77% | −$462 loss | |
| 30 days afterJan 6, 2025 | $90.32 | −5.77% | −$462 loss | |
| 90 days afterMar 6, 2025 | $102.59 | +7.03% | +$563 gain | |
| Latest closeOct 20, 2026 | $127.22 | +32.7% | +$2,619 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.
Amgen Inc. - Common StockAMGN
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. AMGN closed at $272.58 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $277.63 | +1.85% | +$148 gain | |
| Day of disclosureJan 6, 2025 | $258.59 | −5.13% | −$411 loss | |
| 30 days afterJan 6, 2025 | $258.59 | −5.13% | −$411 loss | |
| 90 days afterMar 6, 2025 | $317.82 | +16.6% | +$1,328 gain | |
| Latest closeOct 20, 2026 | $438.94 | +61.0% | +$4,883 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.
Ardmore Shipping Corporation Common StockASC
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. ASC closed at $11.33 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $11.65 | +2.82% | $918 gain missed | |
| Day of disclosureJan 6, 2025 | $12.10 | +6.80% | $2,209 gain missed | |
| 30 days afterJan 6, 2025 | $12.10 | +6.80% | $2,209 gain missed | |
| 90 days afterMar 6, 2025 | $9.81 | −13.4% | $4,360 loss avoided | |
| Latest closeOct 20, 2026 | $18.87 | +66.5% | $21,629 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)
Stocks (including ADRs) [ST]
No ticker reported
Bristol-Myers Squibb Company Common StockBMY
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. BMY closed at $59.38 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $58.71 | −1.13% | −$90 loss | |
| Day of disclosureJan 6, 2025 | $56.68 | −4.55% | −$364 loss | |
| 30 days afterJan 6, 2025 | $56.68 | −4.55% | −$364 loss | |
| 90 days afterMar 6, 2025 | $60.18 | +1.35% | +$108 gain | |
| Latest closeOct 20, 2026 | $61.68 | +3.87% | +$310 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.
Duke Energy CorporationDUK
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. DUK closed at $112.10 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $111.86 | −0.21% | −$17 loss | |
| Day of disclosureJan 6, 2025 | $106.37 | −5.11% | −$409 loss | |
| 30 days afterJan 6, 2025 | $106.37 | −5.11% | −$409 loss | |
| 90 days afterMar 6, 2025 | $114.84 | +2.44% | +$196 gain | |
| Latest closeOct 20, 2026 | $121.33 | +8.23% | +$659 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D)
Stocks (including ADRs) [ST]
No ticker reported
Energy Transfer LP Common UnitsET
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. ET closed at $19.26 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $18.84 | −2.18% | $709 loss avoided | |
| Day of disclosureJan 6, 2025 | $19.62 | +1.87% | $607 gain missed | |
| 30 days afterJan 6, 2025 | $19.62 | +1.87% | $607 gain missed | |
| 90 days afterMar 6, 2025 | $17.70 | −8.10% | $2,632 loss avoided | |
| Latest closeOct 20, 2026 | $19.55 | +1.51% | $489 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.
FLEX LNG Ltd. Ordinary SharesFLNG
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. FLNG closed at $21.93 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $22.39 | +2.10% | $682 gain missed | |
| Day of disclosureJan 6, 2025 | $24.14 | +10.1% | $3,275 gain missed | |
| 30 days afterJan 6, 2025 | $24.14 | +10.1% | $3,275 gain missed | |
| 90 days afterMar 6, 2025 | $21.56 | −1.69% | $548 loss avoided | |
| Latest closeOct 20, 2026 | $27.65 | +26.1% | $8,477 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.
Johnson & Johnson Common StockJNJ
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. JNJ closed at $149.31 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $149.60 | +0.19% | +$16 gain | |
| Day of disclosureJan 6, 2025 | $143.66 | −3.78% | −$303 loss | |
| 30 days afterJan 6, 2025 | $143.66 | −3.78% | −$303 loss | |
| 90 days afterMar 6, 2025 | $165.83 | +11.1% | +$885 gain | |
| Latest closeOct 20, 2026 | $259.36 | +73.7% | +$5,897 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.
Pembina Pipeline Corp. Ordinary SharesPBA
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. PBA closed at $39.44 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $39.26 | −0.46% | $342 loss avoided | |
| Day of disclosureJan 6, 2025 | $36.58 | −7.25% | $5,439 loss avoided | |
| 30 days afterJan 6, 2025 | $36.58 | −7.25% | $5,439 loss avoided | |
| 90 days afterMar 6, 2025 | $37.72 | −4.36% | $3,271 loss avoided | |
| Latest closeOct 20, 2026 | $50.11 | +27.1% | $20,291 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.
Public Storage Common StockPSA
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. PSA closed at $334.00 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $335.57 | +0.47% | +$38 gain | |
| Day of disclosureJan 6, 2025 | $295.83 | −11.4% | −$914 loss | |
| 30 days afterJan 6, 2025 | $295.83 | −11.4% | −$914 loss | |
| 90 days afterMar 6, 2025 | $308.43 | −7.66% | −$613 loss | |
| Latest closeOct 20, 2026 | $301.76 | −9.65% | −$772 loss |
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.
Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred StockVIASP
Stocks (including ADRs) [ST]
Disclosed 31 days after the trade. VIASP closed at $22.14 on Dec 6, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 9, 2024 | $22.18 | +0.18% | $136 gain missed | |
| Day of disclosureJan 6, 2025 | $22.67 | +2.39% | $1,795 gain missed | |
| 30 days afterJan 6, 2025 | $22.67 | +2.39% | $1,795 gain missed | |
| 90 days afterMar 6, 2025 | $23.80 | +7.50% | $5,623 gain missed | |
| Latest closeOct 20, 2026 | $25.62 | +15.7% | $11,789 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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec 6, 2024Filed 31 days later | Member | AbbVie Inc. Common StockABBVStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. ABBV closed at $176.19 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership InterestsARLPStocks (including ADRs) [ST] | Partial sale | $15,001 - $50,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. ARLP closed at $26.47 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | American Electric Power Company, Inc.AEPStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. AEP closed at $95.85 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. AMGN closed at $272.58 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Ardmore Shipping Corporation Common StockASCStocks (including ADRs) [ST] | Partial sale | $15,001 - $50,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. ASC closed at $11.33 on Dec 6, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)Stocks (including ADRs) [ST] | Sale | $50,001 - $100,000 | Notified Jan 6, 2025New | No ticker reported | |||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Bristol-Myers Squibb Company Common StockBMYStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. BMY closed at $59.38 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Duke Energy CorporationDUKStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. DUK closed at $112.10 on Dec 6, 2024; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Dec 30, 2024Filed 7 days later | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D)Stocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | No ticker reported | |||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Energy Transfer LP Common UnitsETStocks (including ADRs) [ST] | Partial sale | $15,001 - $50,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. ET closed at $19.26 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | FLEX LNG Ltd. Ordinary SharesFLNGStocks (including ADRs) [ST] | Partial sale | $15,001 - $50,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. FLNG closed at $21.93 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Johnson & Johnson Common StockJNJStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. JNJ closed at $149.31 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Pembina Pipeline Corp. Ordinary SharesPBAStocks (including ADRs) [ST] | Partial sale | $50,001 - $100,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. PBA closed at $39.44 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Public Storage Common StockPSAStocks (including ADRs) [ST] | Purchase | $1,001 - $15,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. PSA closed at $334.00 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Dec 6, 2024Filed 31 days later | Member | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred StockVIASPStocks (including ADRs) [ST] | Sale | $50,001 - $100,000 | Notified Jan 6, 2025New | ||||||||||||||||||||||||||
Disclosed 31 days after the trade. VIASP closed at $22.14 on Dec 6, 2024; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||