{"database": "openregs", "table": "stock_trades", "is_view": false, "human_description_en": "where ticker = \"BRK.B\" sorted by transaction_date descending", "rows": [[15289, "Tina Smith", "S001203", "Senate", "2026-03-31", null, "BRK.B", "Berkshire Hathaway Inc. New Common Stock", "Stock", "Sale (Full)", "$100,001 - $250,000", "Spouse", "", "https://efdsearch.senate.gov/search/view/ptr/5a00d807-84f1-409b-9cb0-566e59553e38/", "P", null, null], [61393, "Gilbert Cisneros", "C001123", "House", "2026-03-25", "2026-04-07", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034285.pdf", "P", "CA31", "20034285"], [61260, "Mark Alford", "A000379", "House", "2026-03-16", "2026-03-31", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] sold @ $493.42/share SPY \u2013 8.318 shares sold @ $670.024/share DIA \u2013 8.426 shares sold @ $470.985/share SPYD \u2013 57.383 shares sold @ $46.04/share AMZN \u2013 25 shares sold @ $209.40/share AAPL \u2013 20.313 shares sold @ $253.45/share QQQ \u2013 4.105 shares sold @ $601.68/share PYPL \u2013 9.021 shares sold @ $47.735/share", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034201.pdf", "P", "MO04", "20034201"], [61394, "Gilbert Cisneros", "C001123", "House", "2026-03-16", "2026-04-07", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034285.pdf", "P", "CA31", "20034285"], [121, "Tina Smith", "S001203", "Senate", "2026-01-27", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Partial)", "$100,001 - $250,000", "Spouse", "", "https://efdsearch.senate.gov/search/view/ptr/a8f2bab8-0feb-49cf-b80f-9826cb4a7a4c/", "P", null, null], [60385, "Gilbert Cisneros", "C001123", "House", "2025-12-24", "2026-01-12", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033762.pdf", "P", "CA31", "20033762"], [53518, "Rob Bresnahan", "B001327", "House", "2025-11-19", "2025-12-19", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] C : All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor.", "ST", "Sale (Full)", "$50,001 - $100,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033574.pdf", "P", "PA08", "20033574"], [54085, "Gilbert Cisneros", "C001123", "House", "2025-11-18", "2025-12-15", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033619.pdf", "P", "CA31", "20033619"], [58469, "Richard Dean Dr McCormick", "M000371", "House", "2025-11-05", "2025-12-09", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033610.pdf", "P", "GA06", "20033610"], [314, "Markwayne Mullin", "M001190", "Senate", "2025-11-03", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Full)", "$15,001 - $50,000", "Joint", "", "https://efdsearch.senate.gov/search/view/ptr/849c731f-a2a7-4ed8-91ad-8fee325ab75e/", "P", null, null], [58014, "Lisa McClain", "M001136", "House", "2025-10-31", "2025-11-21", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033446.pdf", "P", "MI09", "20033446"], [58015, "Lisa McClain", "M001136", "House", "2025-10-30", "2025-11-21", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033446.pdf", "P", "MI09", "20033446"], [58016, "Lisa McClain", "M001136", "House", "2025-10-30", "2025-11-21", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033446.pdf", "P", "MI09", "20033446"], [55803, "Marjorie Taylor Greene", "G000596", "House", "2025-10-24", "2025-10-28", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033360.pdf", "P", "GA14", "20033360"], [53963, "Gilbert Cisneros", "C001123", "House", "2025-10-17", "2025-11-18", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033455.pdf", "P", "CA31", "20033455"], [59000, "Eleanor Holmes Norton", "N000147", "House", "2025-10-14", "2025-10-21", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$15,001 - $50,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033318.pdf", "P", "DC00", "20033318"], [364, "Jerry Moran,", "M000934", "Senate", "2025-09-23", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Purchase", "$1,001 - $15,000", "Self", "", "https://efdsearch.senate.gov/search/view/ptr/b83b6502-520b-4403-9777-60f6c2d93bc1/", "P", null, null], [56115, "Valerie Hoyle", "H001094", "House", "2025-09-23", "2025-10-10", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032211.pdf", "P", "OR04", "20032211"], [59769, "Adam Smith", "S000510", "House", "2025-08-08", "2025-08-08", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] Beneficiary C : This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.", "ST", "Sale (Full)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030868.pdf", "P", "WA09", "20030868"], [53819, "Gilbert Cisneros", "C001123", "House", "2025-08-06", "2025-09-12", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20031022.pdf", "P", "CA31", "20031022"], [57093, "Lisa McClain", "M001136", "House", "2025-07-16", "2025-08-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf", "P", "MI09", "20030891"], [55904, "Valerie Hoyle", "H001094", "House", "2025-07-02", "2025-09-12", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032070.pdf", "P", "OR04", "20032070"], [55023, "Scott Scott Franklin", "F000472", "House", "2025-06-16", "2025-07-14", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030670.pdf", "P", "FL18", "20030670"], [57091, "Lisa McClain", "M001136", "House", "2025-06-11", "2025-08-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf", "P", "MI09", "20030891"], [57092, "Lisa McClain", "M001136", "House", "2025-06-09", "2025-08-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf", "P", "MI09", "20030891"], [55903, "Valerie Hoyle", "H001094", "House", "2025-05-21", "2025-09-12", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032070.pdf", "P", "OR04", "20032070"], [59505, "Jefferson Shreve", "S001229", "House", "2025-05-12", "2025-06-22", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$100,001 - $250,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030387.pdf", "P", "IN06", "20030387"], [56881, "Mike Kennedy", "K000403", "House", "2025-05-09", "2025-06-20", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030542.pdf", "P", "UT03", "20030542"], [55673, "Marjorie Taylor Greene", "G000596", "House", "2025-05-05", "2025-05-06", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030295.pdf", "P", "GA14", "20030295"], [55344, "Josh Gottheimer", "G000583", "House", "2025-04-09", "2025-05-14", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030338.pdf", "P", "NJ05", "20030338"], [55624, "Marjorie Taylor Greene", "G000596", "House", "2025-04-04", "2025-04-07", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029089.pdf", "P", "GA14", "20029089"], [55345, "Josh Gottheimer", "G000583", "House", "2025-04-01", "2025-05-14", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030338.pdf", "P", "NJ05", "20030338"], [52705, "Sheri Biggs", "B001325", "House", "2025-03-18", "2025-10-05", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$15,001 - $50,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032149.pdf", "P", "SC03", "20032149"], [58999, "Eleanor Holmes Norton", "N000147", "House", "2025-03-05", "2025-03-11", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$15,001 - $50,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027950.pdf", "P", "DC00", "20027950"], [55224, "Josh Gottheimer", "G000583", "House", "2025-02-21", "2025-03-06", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027901.pdf", "P", "NJ05", "20027901"], [55146, "Josh Gottheimer", "G000583", "House", "2025-01-16", "2025-02-10", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026732.pdf", "P", "NJ05", "20026732"], [52900, "Rob Bresnahan", "B001327", "House", "2025-01-15", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP]", "OP", "Sale (Full)", "$15,001 - $50,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52901, "Rob Bresnahan", "B001327", "House", "2025-01-15", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$15,001 - $50,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52904, "Rob Bresnahan", "B001327", "House", "2025-01-15", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP]", "OP", "Purchase", "$50,001 - $100,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52902, "Rob Bresnahan", "B001327", "House", "2025-01-13", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP]", "OP", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52903, "Rob Bresnahan", "B001327", "House", "2025-01-13", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52905, "Rob Bresnahan", "B001327", "House", "2025-01-13", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52906, "Rob Bresnahan", "B001327", "House", "2025-01-13", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [52907, "Rob Bresnahan", "B001327", "House", "2025-01-13", "2025-02-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [OP]", "OP", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20024346.pdf", "P", "PA08", "20024346"], [55547, "Marjorie Taylor Greene", "G000596", "House", "2025-01-08", "2025-01-27", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026658.pdf", "P", "GA14", "20026658"], [55548, "Marjorie Taylor Greene", "G000596", "House", "2025-01-08", "2025-01-27", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026658.pdf", "P", "GA14", "20026658"], [55549, "Marjorie Taylor Greene", "G000596", "House", "2025-01-08", "2025-01-27", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026658.pdf", "P", "GA14", "20026658"], [1197, "Jerry Moran,", "M000934", "Senate", "2024-12-16", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Purchase", "$1,001 - $15,000", "Self", "", "https://efdsearch.senate.gov/search/view/ptr/e37322e3-0829-4e3c-9faf-7a4a1a957e09/", "P", null, null], [51066, "Marjorie Taylor Mrs Greene", "G000596", "House", "2024-11-25", "2024-11-27", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026281.pdf", "P", "GA14", "20026281"], [52320, "Jared Moskowitz", "M001217", "House", "2024-11-08", "2024-12-09", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Dependent Child", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026346.pdf", "P", "FL23", "20026346"], [51042, "Marjorie Taylor Mrs Greene", "G000596", "House", "2024-11-07", "2024-11-08", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026174.pdf", "P", "GA14", "20026174"], [51034, "Marjorie Taylor Mrs Greene", "G000596", "House", "2024-11-01", "2024-11-04", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026149.pdf", "P", "GA14", "20026149"], [55905, "Valerie Hoyle", "H001094", "House", "2024-10-29", "2025-09-12", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032070.pdf", "P", "OR04", "20032070"], [51023, "Marjorie Taylor Mrs Greene", "G000596", "House", "2024-10-21", "2024-10-22", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026059.pdf", "P", "GA14", "20026059"], [50836, "Josh Gottheimer", "G000583", "House", "2024-10-17", "2024-11-06", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026154.pdf", "P", "NJ05", "20026154"], [51002, "Marjorie Taylor Mrs Greene", "G000596", "House", "2024-09-20", "2024-09-23", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025889.pdf", "P", "GA14", "20025889"], [51416, "John James", "J000307", "House", "2024-09-04", "2024-09-06", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025799.pdf", "P", "MI10", "20025799"], [50751, "Josh Gottheimer", "G000583", "House", "2024-08-30", "2024-09-11", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025804.pdf", "P", "NJ05", "20025804"], [52390, "Eleanor Holmes Norton", "N000147", "House", "2024-08-27", "2024-09-05", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$15,001 - $50,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025789.pdf", "P", "DC00", "20025789"], [54994, "Scott Scott Franklin", "F000472", "House", "2024-08-07", "2025-07-03", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030494.pdf", "P", "FL18", "20030494"], [1389, "Jerry Moran,", "M000934", "Senate", "2024-07-29", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Partial)", "$1,001 - $15,000", "Spouse", "", "https://efdsearch.senate.gov/search/view/ptr/bef47efb-e0e5-47b1-ac7b-80dae682a8c7/", "P", null, null], [1390, "Jerry Moran,", "M000934", "Senate", "2024-07-29", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Partial)", "$1,001 - $15,000", "Spouse", "", "https://efdsearch.senate.gov/search/view/ptr/bef47efb-e0e5-47b1-ac7b-80dae682a8c7/", "P", null, null], [1391, "Jerry Moran,", "M000934", "Senate", "2024-07-29", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Partial)", "$1,001 - $15,000", "Self", "", "https://efdsearch.senate.gov/search/view/ptr/bef47efb-e0e5-47b1-ac7b-80dae682a8c7/", "P", null, null], [1392, "Jerry Moran,", "M000934", "Senate", "2024-07-29", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Partial)", "$15,001 - $50,000", "Self", "", "https://efdsearch.senate.gov/search/view/ptr/bef47efb-e0e5-47b1-ac7b-80dae682a8c7/", "P", null, null], [50073, "Kathy Castor", "C001066", "House", "2024-07-15", "2024-07-15", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025475.pdf", "P", "FL14", "20025475"], [52153, "Jared Moskowitz", "M001217", "House", "2024-07-05", "2024-08-06", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Dependent Child", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024672.pdf", "P", "FL23", "20024672"], [52154, "Jared Moskowitz", "M001217", "House", "2024-07-05", "2024-08-06", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Dependent Child", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024672.pdf", "P", "FL23", "20024672"], [50587, "Josh Gottheimer", "G000583", "House", "2024-06-21", "2024-07-09", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025419.pdf", "P", "NJ05", "20025419"], [50936, "Marjorie Taylor Mrs Greene", "G000596", "House", "2024-04-24", "2024-05-01", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024924.pdf", "P", "GA14", "20024924"], [52385, "Eleanor Holmes Norton", "N000147", "House", "2024-04-08", "2024-05-13", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025052.pdf", "P", "DC00", "20025052"], [52386, "Eleanor Holmes Norton", "N000147", "House", "2024-04-08", "2024-05-13", "BRK.B", "2000119685 Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025053.pdf", "P", "DC00", "20025053"], [52384, "Eleanor Holmes Norton", "N000147", "House", "2024-04-04", "2024-04-15", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024876.pdf", "P", "DC00", "20024876"], [52561, "Shri Thanedar", "T000488", "House", "2024-04-02", "2024-05-15", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024862.pdf", "P", "MI13", "20024862"], [52562, "Shri Thanedar", "T000488", "House", "2024-04-02", "2024-05-15", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024862.pdf", "P", "MI13", "20024862"], [50072, "Kathy Castor", "C001066", "House", "2024-03-28", "2024-03-28", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024754.pdf", "P", "FL14", "20024754"], [54993, "Scott Scott Franklin", "F000472", "House", "2024-01-30", "2025-07-03", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] C : Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..", "ST", "Sale (Partial)", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030494.pdf", "P", "FL18", "20030494"], [52546, "Shri Thanedar", "T000488", "House", "2024-01-25", "2024-02-23", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024468.pdf", "P", "MI13", "20024468"], [52547, "Shri Thanedar", "T000488", "House", "2024-01-25", "2024-02-23", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024468.pdf", "P", "MI13", "20024468"], [52086, "Blake Moore", "M001213", "House", "2024-01-19", "2024-01-24", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024354.pdf", "P", "UT01", "20024354"], [52087, "Blake Moore", "M001213", "House", "2024-01-19", "2024-01-24", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024354.pdf", "P", "UT01", "20024354"], [52088, "Blake Moore", "M001213", "House", "2024-01-19", "2024-01-24", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Full)", "$15,001 - $50,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024354.pdf", "P", "UT01", "20024354"], [2044, "Jerry Moran,", "M000934", "Senate", "2023-12-14", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Purchase", "$1,001 - $15,000", "Spouse", "", "https://efdsearch.senate.gov/search/view/ptr/b08cdf32-a5e7-4767-97b1-20c8750638ca/", "P", null, null], [2067, "Jerry Moran,", "M000934", "Senate", "2023-12-14", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Purchase", "$1,001 - $15,000", "Self", "", "https://efdsearch.senate.gov/search/view/ptr/b08cdf32-a5e7-4767-97b1-20c8750638ca/", "P", null, null], [46106, "John Curtis", "C001114", "House", "2023-12-04", "2023-12-15", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20024152.pdf", "P", "UT03", "20024152"], [51270, "John James", "J000307", "House", "2023-11-10", "2024-09-02", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025719.pdf", "P", "MI10", "20025719"], [49635, "Greg Stanton", "S001211", "House", "2023-10-24", "2023-11-09", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST] C : In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds.", "ST", "Sale (Full)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023892.pdf", "P", "AZ04", "20023892"], [2383, "Markwayne Mullin", "M001190", "Senate", "2023-10-03", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Purchase", "$1,001 - $15,000", "Joint", "", "https://efdsearch.senate.gov/search/view/ptr/9767e5d2-9e46-4987-bd76-27d75d67647b/", "P", null, null], [49636, "Greg Stanton", "S001211", "House", "2023-09-26", "2023-11-09", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST] C : In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on Oct. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds.", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023892.pdf", "P", "AZ04", "20023892"], [2449, "John P Ricketts", "R000618", "Senate", "2023-09-21", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Sale (Full)", "$100,001 - $250,000", "Spouse", "", "https://efdsearch.senate.gov/search/view/ptr/7c54bfd2-2445-4cae-96b1-1188ae921230/", "P", null, null], [2524, "Markwayne Mullin", "M001190", "Senate", "2023-09-13", null, "BRK.B", "Berkshire Hathaway Cl B", "Stock", "Purchase", "$15,001 - $50,000", "Joint", "", "https://efdsearch.senate.gov/search/view/ptr/7810aff4-67d6-44e9-8464-9267478cbe5f/", "P", null, null], [46607, "C. Scott Franklin", "F000472", "House", "2023-09-11", "2023-10-12", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Partial)", "$15,001 - $50,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023847.pdf", "P", "FL18", "20023847"], [45982, "Michael C. Burgess", "B001248", "House", "2023-08-14", "2023-09-06", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Full)", "$15,001 - $50,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023623.pdf", "P", "TX26", "20023623"], [52241, "Jared Moskowitz", "M001217", "House", "2023-07-14", "2024-08-21", "BRK.B", "Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025712.pdf", "P", "FL23", "20025712"], [45968, "Michael C. Burgess", "B001248", "House", "2023-07-06", "2023-07-18", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023340.pdf", "P", "TX26", "20023340"], [49081, "Zoe Lofgren", "L000397", "House", "2023-05-25", "2023-06-06", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Full)", "$1,001 - $15,000", "Spouse", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023083.pdf", "P", "CA18", "20023083"], [46063, "John Curtis", "C001114", "House", "2023-04-26", "2023-05-10", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022721.pdf", "P", "UT03", "20022721"], [46060, "John Curtis", "C001114", "House", "2023-03-16", "2023-03-27", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Purchase", "$1,001 - $15,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022624.pdf", "P", "UT03", "20022624"], [46631, "Scott Mr Franklin", "F000472", "House", "2023-02-15", "2023-03-07", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Partial)", "$50,001 - $100,000", "Joint", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022530.pdf", "P", "FL18", "20022530"], [46827, "Daniel Goldman", "G000599", "House", "2023-02-03", "2023-03-20", "BRK.B", "Berkshire Hathaway Inc. New (BRK.B) [ST]", "ST", "Sale (Partial)", "$1,001 - $15,000", "Self", null, "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022480.pdf", "P", "NY10", "20022480"], [48897, "Christopher L. Jacobs", "J000020", "House", "2022-12-12", "2023-01-20", "BRK.B", "Berkshire Hathaway Inc. 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