
Representative · TX-11 · R
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2021
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.
21 reported transactions in 8 electronically filed reports; latest filed Sep 14, 2026.
Periodic Transaction Report · filed Sep 14, 2026 · House Clerk
View original filingCharter Communications, Inc. - Class A Common StockCHTR
Stocks (including ADRs) [ST]
Shares received thru merger
Held in: CP Roth IRA
Disclosed 25 days after the trade. CHTR closed at $147.76 on Aug 20, 2026; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeAug 21, 2026 | $150.17 | +1.63% | |
| Day of disclosureSep 14, 2026 | $143.35 | −2.98% | |
| 30 days afterSep 21, 2026 | $123.35 | −16.5% | |
| 90 days after | Pending: first session on or after Nov 18, 2026 | ||
| Latest closeOct 20, 2026 | $110.03 | −25.5% | |
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.
Charter Communications, Inc. - Class A Common StockCHTR
Stocks (including ADRs) [ST]
Shares received thru merger
Held in: Roth IRA
Disclosed 25 days after the trade. CHTR closed at $147.76 on Aug 20, 2026; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeAug 21, 2026 | $150.17 | +1.63% | |
| Day of disclosureSep 14, 2026 | $143.35 | −2.98% | |
| 30 days afterSep 21, 2026 | $123.35 | −16.5% | |
| 90 days after | Pending: first session on or after Nov 18, 2026 | ||
| Latest closeOct 20, 2026 | $110.03 | −25.5% | |
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.
Liberty Broadband Corporation - Class C Common StockLBRDK
Stocks (including ADRs) [ST]
Shares surrendered thru merger
Held in: Roth IRA
Disclosed 25 days after the trade. LBRDK closed at $36.02 on Aug 20, 2026; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeAug 21, 2026 | $36.02 | 0.00% | |
| Day of disclosure | No trading within a week of Sep 14, 2026 | ||
| 30 days after | No trading within a week of Sep 19, 2026 | ||
| 90 days after | Pending: first session on or after Nov 18, 2026 | ||
| Latest closeAug 21, 2026 | $36.02 | 0.00% | |
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.
Liberty Broadband Corporation - Class C Common StockLBRDK
Stocks (including ADRs) [ST]
Shares surrendered thru merger
Held in: CP Roth IRA
Disclosed 25 days after the trade. LBRDK closed at $36.02 on Aug 20, 2026; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeAug 21, 2026 | $36.02 | 0.00% | |
| Day of disclosure | No trading within a week of Sep 14, 2026 | ||
| 30 days after | No trading within a week of Sep 19, 2026 | ||
| 90 days after | Pending: first session on or after Nov 18, 2026 | ||
| Latest closeAug 21, 2026 | $36.02 | 0.00% | |
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 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026Filed 25 days later | Dependent child | Charter Communications, Inc. - Class A Common StockCHTRStocks (including ADRs) [ST]Shares received thru mergerHeld in: CP Roth IRA | Exchange | $1,001 - $15,000 | Notified Sep 11, 2026New | |||||||||||||||||||||||
Disclosed 25 days after the trade. CHTR closed at $147.76 on Aug 20, 2026; 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. | ||||||||||||||||||||||||||||
| Aug 20, 2026Filed 25 days later | Member | Charter Communications, Inc. - Class A Common StockCHTRStocks (including ADRs) [ST]Shares received thru mergerHeld in: Roth IRA | Exchange | $1,001 - $15,000 | Notified Sep 11, 2026New | |||||||||||||||||||||||
Disclosed 25 days after the trade. CHTR closed at $147.76 on Aug 20, 2026; 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. | ||||||||||||||||||||||||||||
| Aug 20, 2026Filed 25 days later | Member | |||||||||||||||||||||||||||
Disclosed 25 days after the trade. LBRDK closed at $36.02 on Aug 20, 2026; 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 Apr 15, 2026 · House Clerk
View original filingAmerco - Series N Non-VotingUHALB
Stocks (including ADRs) [ST]
Held in: Investment
No prices found
Berkshire Hathaway Inc. New Common StockBRK.B
Stocks (including ADRs) [ST]
Held in: Investment
No prices found
Dorchester Minerals, L.P. - Common Units Representing Limited Partnership Interests
Periodic Transaction Report · filed Mar 19, 2026 · House Clerk
View original filingWarner Bros. Discovery, Inc. - Series A Common StockWBD
Stocks (including ADRs) [ST]
Held in: Roth IRA
Disclosed 37 days after the trade. WBD closed at $27.80 on Feb 10, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 11, 2026 | $27.99 | +0.68% | $55 gain missed | |
| Day of disclosureMar 19, 2026 | $27.63 | −0.61% | $49 loss avoided | |
| 30 days afterMar 12, 2026 | $27.43 | −1.33% | $106 loss avoided | |
| 90 days afterMay 11, 2026 | $27.24 | −2.01% | $161 loss avoided | |
| Latest closeOct 7, 2026 | $30.95 | +11.3% | $907 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 10, 2026Filed 37 days later | Member | Warner Bros. Discovery, Inc. - Series A Common Stock | |||||||||||||||||||||||||||||
Disclosed 37 days after the trade. WBD closed at $27.80 on Feb 10, 2026; 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 Feb 11, 2026 · House Clerk
View original filingFidelity National Financial, Inc. Common StockFNF
Stocks (including ADRs) [ST]
Held in: Roth IRA
Disclosed 30 days after the trade. FNF closed at $53.57 on Jan 12, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2026 | $51.06 | −4.69% | $375 loss avoided | |
| Day of disclosureFeb 11, 2026 | $57.11 | +6.61% | $529 gain missed | |
| 30 days afterFeb 11, 2026 | $57.11 | +6.61% | $529 gain missed | |
| 90 days afterApr 13, 2026 | $47.09 | −12.1% | $968 loss avoided | |
| Latest closeOct 20, 2026 | $40.50 | −24.4% | $1,952 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.
SiriusXM Holdings Inc. - Common StockSIRI
Stocks (including ADRs) [ST]
Held in: CP Roth IRA
Periodic Transaction Report · filed Jan 20, 2026 · House Clerk
View original filingLiberty Media Corporation - Series C Liberty Formula One Common StockFWONK
Stocks (including ADRs) [ST]
Shares surrendered thru merger
Held in: CP Roth IRA
Disclosed 35 days after the trade. FWONK closed at $95.79 on Dec 16, 2025; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeDec 17, 2025 | $96.89 | +1.15% | |
| Day of disclosureJan 20, 2026 | $89.17 | −6.91% | |
| 30 days afterJan 15, 2026 | $90.50 | −5.52% | |
| 90 days afterMar 16, 2026 | $87.19 | −8.98% | |
| Latest closeOct 20, 2026 | $92.48 | −3.46% |
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.
Liberty Media Corporation - Series C Liberty Live Common StockLLYVK
Stocks (including ADRs) [ST]
Shares received thru merger
Held in: CP Roth IRA
Periodic Transaction Report · filed Aug 13, 2025 · House Clerk
View original filingSiriusXM Holdings Inc. - Common StockSIRI
Stocks (including ADRs) [ST]
Originally Liberty Media LSXMK. Split off of companies.
Held in: RBC Roth IRA
Disclosed 337 days after the trade. SIRI closed at $27.38 on Sep 10, 2024; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeSep 11, 2024 | $28.31 | +3.40% | |
| Day of disclosureAug 13, 2025 | $22.41 | −18.2% | |
| 30 days afterOct 10, 2024 | $24.30 | −11.2% | |
| 90 days afterDec 9, 2024 | $28.74 | +4.97% | |
| Latest closeOct 20, 2026 | $27.16 | −0.80% |
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.
SiriusXM Holdings Inc. - Common StockSIRI
Stocks (including ADRs) [ST]
Originally Liberty Media LSXMK. Split off of companies.
Held in: Roth IRA
Periodic Transaction Report · filed Jul 23, 2025 · House Clerk
View original filingLiberty Media Corporation - Series C Liberty Live Common StockLLYVK
Stocks (including ADRs) [ST]
Held in: Roth IRA
Disclosed 22 days after the trade. LLYVK closed at $80.39 on Jul 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 2, 2025 | $80.25 | −0.17% | $14 loss avoided | |
| Day of disclosureJul 23, 2025 | $84.29 | +4.85% | $388 gain missed | |
| 30 days afterJul 31, 2025 | $84.23 | +4.78% | $382 gain missed | |
| 90 days afterSep 29, 2025 | $96.66 | +20.2% | $1,619 gain missed | |
| Latest closeOct 20, 2026 | $100.49 | +25.0% | $2,000 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.
SiriusXM Holdings Inc. - Common StockSIRI
Stocks (including ADRs) [ST]
Held in: Roth IRA
Periodic Transaction Report · filed Feb 15, 2025 · House Clerk
View original filingWarner Bros. Discovery, Inc. - Series A Common StockWBD
Stocks (including ADRs) [ST]
Held in: RBC Roth IRA
Disclosed 33 days after the trade. WBD closed at $9.84 on Jan 13, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 14, 2025 | $9.73 | −1.12% | $89 loss avoided | |
| Day of disclosureFeb 18, 2025 | $10.62 | +7.93% | $634 gain missed | |
| 30 days afterFeb 12, 2025 | $9.82 | −0.20% | $16 loss avoided | |
| 90 days afterApr 14, 2025 | $8.02 | −18.5% | $1,480 loss avoided | |
| Latest closeOct 7, 2026 | $30.95 | +214.5% | $17,165 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 13, 2025Filed 33 days later | Spouse | Warner Bros. Discovery, Inc. - Series A Common Stock | |||||||||||||||||||||||||||||
Disclosed 33 days after the trade. WBD closed at $9.84 on Jan 13, 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. | |||||||||||||||||||||||||||||||
| Exchange |
| $1,001 - $15,000 |
| Notified Sep 11, 2026New |
| Aug 20, 2026Filed 25 days later | Dependent child | Liberty Broadband Corporation - Class C Common StockLBRDKStocks (including ADRs) [ST]Shares surrendered thru mergerHeld in: CP Roth IRA | Exchange | $1,001 - $15,000 | Notified Sep 11, 2026New | |||||||||||||||||||||||
Disclosed 25 days after the trade. LBRDK closed at $36.02 on Aug 20, 2026; 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. | ||||||||||||||||||||||||||||
Stocks (including ADRs) [ST]
Held in: Investment
Disclosed 33 days after the trade. DMLP closed at $26.97 on Mar 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeMar 16, 2026 | $27.24 | +1.00% | +$325 gain | |
| Day of disclosureApr 15, 2026 | $27.70 | +2.71% | +$880 gain | |
| 30 days afterApr 13, 2026 | $28.33 | +5.04% | +$1,639 gain | |
| 90 days afterJun 11, 2026 | $26.87 | −0.37% | −$121 loss | |
| Latest closeOct 20, 2026 | $30.16 | +11.8% | +$3,844 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.
Enterprise Products Partners L.P. Common StockEPD
Stocks (including ADRs) [ST]
Held in: Investment
Disclosed 33 days after the trade. EPD closed at $36.99 on Mar 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeMar 16, 2026 | $37.32 | +0.89% | +$290 gain | |
| Day of disclosureApr 15, 2026 | $37.10 | +0.30% | +$97 gain | |
| 30 days afterApr 13, 2026 | $37.42 | +1.16% | +$378 gain | |
| 90 days afterJun 11, 2026 | $37.28 | +0.78% | +$255 gain | |
| Latest closeOct 20, 2026 | $36.98 | −0.03% | −$9 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.
Kimbell Royalty Partners Common Units Representing Limited Partner InterestsKRP
Stocks (including ADRs) [ST]
Held in: Investment
Disclosed 33 days after the trade. KRP closed at $14.73 on Mar 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeMar 16, 2026 | $14.74 | +0.07% | +$22 gain | |
| Day of disclosureApr 15, 2026 | $14.24 | −3.33% | −$1,081 loss | |
| 30 days afterApr 13, 2026 | $14.50 | −1.56% | −$507 loss | |
| 90 days afterJun 11, 2026 | $15.35 | +4.21% | +$1,368 gain | |
| Latest closeOct 20, 2026 | $16.57 | +12.5% | +$4,060 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.
Viper Energy, Inc. - Class A Common StockVNOM
Stocks (including ADRs) [ST]
Held in: Investment
Disclosed 33 days after the trade. VNOM closed at $44.25 on Mar 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeMar 16, 2026 | $44.90 | +1.47% | +$477 gain | |
| Day of disclosureApr 15, 2026 | $46.50 | +5.08% | +$1,653 gain | |
| 30 days afterApr 13, 2026 | $45.63 | +3.12% | +$1,014 gain | |
| 90 days afterJun 11, 2026 | $43.70 | −1.24% | −$404 loss | |
| Latest closeOct 20, 2026 | $45.85 | +3.62% | +$1,175 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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 13, 2026Filed 33 days later | Member | Amerco - Series N Non-VotingUHALBStocks (including ADRs) [ST]Held in: Investment | Purchase | $15,001 - $50,000 | Notified Mar 31, 2026New | No prices found | |||||||||||||||||||||||||
| Mar 13, 2026Filed 33 days later | Member | Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Investment | Purchase | $15,001 - $50,000 | Notified Mar 31, 2026New | No prices found | |||||||||||||||||||||||||
| Mar 13, 2026Filed 33 days later | Member | Dorchester Minerals, L.P. - Common Units Representing Limited Partnership InterestsDMLPStocks (including ADRs) [ST]Held in: Investment | Purchase | $15,001 - $50,000 | Notified Mar 31, 2026New | ||||||||||||||||||||||||||
Disclosed 33 days after the trade. DMLP closed at $26.97 on Mar 13, 2026; 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 13, 2026Filed 33 days later | Member | Enterprise Products Partners L.P. Common StockEPDStocks (including ADRs) [ST]Held in: Investment | Purchase | $15,001 - $50,000 | Notified Mar 31, 2026New | ||||||||||||||||||||||||||
Disclosed 33 days after the trade. EPD closed at $36.99 on Mar 13, 2026; 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 13, 2026Filed 33 days later | Member | Kimbell Royalty Partners Common Units Representing Limited Partner InterestsKRPStocks (including ADRs) [ST]Held in: Investment | Purchase | $15,001 - $50,000 | Notified Mar 31, 2026New | ||||||||||||||||||||||||||
Disclosed 33 days after the trade. KRP closed at $14.73 on Mar 13, 2026; 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 13, 2026Filed 33 days later | Member | Viper Energy, Inc. - Class A Common StockVNOMStocks (including ADRs) [ST]Held in: Investment | Purchase | $15,001 - $50,000 | Notified Mar 31, 2026New | ||||||||||||||||||||||||||
Disclosed 33 days after the trade. VNOM closed at $44.25 on Mar 13, 2026; 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. | |||||||||||||||||||||||||||||||
| Sale |
| $1,001 - $15,000 |
| Notified Feb 23, 2026New |
Disclosed 29 days after the trade. SIRI closed at $20.81 on Jan 13, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 14, 2026 | $21.11 | +1.44% | $115 gain missed | |
| Day of disclosureFeb 11, 2026 | $21.90 | +5.24% | $419 gain missed | |
| 30 days afterFeb 12, 2026 | $21.70 | +4.28% | $342 gain missed | |
| 90 days afterApr 13, 2026 | $23.89 | +14.8% | $1,184 gain missed | |
| Latest closeOct 20, 2026 | $27.16 | +30.5% | $2,441 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 12, 2026Filed 30 days later | Member | Fidelity National Financial, Inc. Common StockFNFStocks (including ADRs) [ST]Held in: Roth IRA | Sale | $1,001 - $15,000 | Notified Feb 2, 2026New | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. FNF closed at $53.57 on Jan 12, 2026; 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. | |||||||||||||||||||||||||||||||
| Jan 13, 2026Filed 29 days later | Dependent child | SiriusXM Holdings Inc. - Common StockSIRIStocks (including ADRs) [ST]Held in: CP Roth IRA | Sale | $1,001 - $15,000 | Notified Feb 2, 2026New | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. SIRI closed at $20.81 on Jan 13, 2026; 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. | |||||||||||||||||||||||||||||||
Disclosed 35 days after the trade. LLYVK closed at $84.78 on Dec 16, 2025; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeDec 17, 2025 | $84.34 | −0.52% | |
| Day of disclosureJan 20, 2026 | $82.31 | −2.91% | |
| 30 days afterJan 15, 2026 | $83.59 | −1.40% | |
| 90 days afterMar 16, 2026 | $95.60 | +12.8% | |
| Latest closeOct 20, 2026 | $100.49 | +18.5% |
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 16, 2025Filed 35 days later | Dependent child | Liberty Media Corporation - Series C Liberty Formula One Common StockFWONKStocks (including ADRs) [ST]Shares surrendered thru mergerHeld in: CP Roth IRA | Exchange | $1,001 - $15,000 | Notified Jan 13, 2026New | ||||||||||||||||||||
Disclosed 35 days after the trade. FWONK closed at $95.79 on Dec 16, 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. | |||||||||||||||||||||||||
| Dec 16, 2025Filed 35 days later | Dependent child | Liberty Media Corporation - Series C Liberty Live Common StockLLYVKStocks (including ADRs) [ST]Shares received thru mergerHeld in: CP Roth IRA | Exchange | $1,001 - $15,000 | Notified Jan 13, 2026New | ||||||||||||||||||||
Disclosed 35 days after the trade. LLYVK closed at $84.78 on Dec 16, 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. | |||||||||||||||||||||||||
Disclosed 337 days after the trade. SIRI closed at $27.38 on Sep 10, 2024; changes are measured from that close.
| Point | Session | Close | Change |
|---|---|---|---|
| Day after the tradeSep 11, 2024 | $28.31 | +3.40% | |
| Day of disclosureAug 13, 2025 | $22.41 | −18.2% | |
| 30 days afterOct 10, 2024 | $24.30 | −11.2% | |
| 90 days afterDec 9, 2024 | $28.74 | +4.97% | |
| Latest closeOct 20, 2026 | $27.16 | −0.80% |
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 | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 10, 2024Filed 337 days later · past 45 days | Spouse | SiriusXM Holdings Inc. - Common StockSIRIStocks (including ADRs) [ST]Originally Liberty Media LSXMK. Split off of companies.Held in: RBC Roth IRA | Exchange | $1,001 - $15,000 | Notified Jul 25, 2025New | ||||||||||||||||||||
Disclosed 337 days after the trade. SIRI closed at $27.38 on Sep 10, 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. | |||||||||||||||||||||||||
| Sep 10, 2024Filed 337 days later · past 45 days | Member | SiriusXM Holdings Inc. - Common StockSIRIStocks (including ADRs) [ST]Originally Liberty Media LSXMK. Split off of companies.Held in: Roth IRA | Exchange | $1,001 - $15,000 | Notified Jul 25, 2025New | ||||||||||||||||||||
Disclosed 337 days after the trade. SIRI closed at $27.38 on Sep 10, 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. | |||||||||||||||||||||||||
Disclosed 22 days after the trade. SIRI closed at $23.63 on Jul 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 2, 2025 | $23.95 | +1.35% | $108 gain missed | |
| Day of disclosureJul 23, 2025 | $24.36 | +3.09% | $247 gain missed | |
| 30 days afterJul 31, 2025 | $21.12 | −10.6% | $850 loss avoided | |
| 90 days afterSep 29, 2025 | $22.69 | −3.98% | $318 loss avoided | |
| Latest closeOct 20, 2026 | $27.16 | +14.9% | $1,195 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.
Walt Disney CompanyDIS
Stocks (including ADRs) [ST]
Held in: Roth IRA
Disclosed 22 days after the trade. DIS closed at $123.49 on Jul 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 2, 2025 | $122.98 | −0.41% | $33 loss avoided | |
| Day of disclosureJul 23, 2025 | $122.94 | −0.45% | $36 loss avoided | |
| 30 days afterJul 31, 2025 | $119.11 | −3.55% | $284 loss avoided | |
| 90 days afterSep 29, 2025 | $114.78 | −7.05% | $564 loss avoided | |
| Latest closeOct 20, 2026 | $111.67 | −9.57% | $766 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) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 1, 2025Filed 22 days later | Member | Liberty Media Corporation - Series C Liberty Live Common StockLLYVKStocks (including ADRs) [ST]Held in: Roth IRA | Sale | $1,001 - $15,000 | Notified Jul 11, 2025New | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. LLYVK closed at $80.39 on Jul 1, 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. | |||||||||||||||||||||||||||||||
| Jul 1, 2025Filed 22 days later | Member | SiriusXM Holdings Inc. - Common StockSIRIStocks (including ADRs) [ST]Held in: Roth IRA | Sale | $1,001 - $15,000 | Notified Jul 11, 2025New | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. SIRI closed at $23.63 on Jul 1, 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. | |||||||||||||||||||||||||||||||
| Jul 1, 2025Filed 22 days later | Member | Walt Disney CompanyDISStocks (including ADRs) [ST]Held in: Roth IRA | Sale | $1,001 - $15,000 | Notified Jul 11, 2025New | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. DIS closed at $123.49 on Jul 1, 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. | |||||||||||||||||||||||||||||||
| Sale |
| $1,001 - $15,000 |
| Notified Feb 7, 2025New |