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Preferred Stock, Series I of the Issuer (COF$I)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026140-003","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-09-27","filed":"2024-11-07","ticker":null,"issuer":"JP Morgan Chase & Co Depositary Shares Preferred Series GG","asset_type":"other","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026140-004","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-09-27","filed":"2024-11-07","ticker":null,"issuer":"KeyCorp Depositary Shares each representing a 1/40Th Ownership interest in a Share of Fixed Rate","asset_type":"unknown","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026140-005","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-09-27","filed":"2024-11-07","ticker":null,"issuer":"Regions Financial Corporation Depositary Shares, Each Representing a 1/40Th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026140-006","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-09-27","filed":"2024-11-07","ticker":null,"issuer":"Truist Financial Corporation Depositary Shares, each representing 1/1,000Th interest in a Share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026140-007","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-09-27","filed":"2024-11-07","ticker":null,"issuer":"US Bancorp Preferred Series K","asset_type":"other","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026140-008","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-11-06","filed":"2024-12-16","ticker":null,"issuer":"Cadence Bank 5.50% Series A (CADE$A)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026250-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-11-06","filed":"2024-12-16","ticker":null,"issuer":"Capital One Financial Corporation Depositary Shares each representing a 1/40Th interest in a Share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026250-002","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-11-06","filed":"2024-12-16","ticker":null,"issuer":"JP Morgan Chase & Co Depositary Shares Preferred Series GG","asset_type":"other","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026250-003","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-11-06","filed":"2024-12-16","ticker":null,"issuer":"Regions Financial Corporation Depositary Shares, Each Representing a 1/40Th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026250-004","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-11-06","filed":"2024-12-16","ticker":null,"issuer":"U.S. Bancorp Depositary Shares each representing a 1/1,000Th interest in a","asset_type":"unknown","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20026250-005","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf","in_jurisdiction":false,"car_5":null},{"date":"2024-12-24","filed":"2025-03-10","ticker":"MSTR","issuer":"MicroStrategy Incorporated - Class A Common Stock","asset_type":"stock","direction":"buy","amount":[15001,50000],"owner":"spouse","sector":"Financials","late":true,"trade_id":"H20027895-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027895.pdf","in_jurisdiction":false,"car_5":-0.117756},{"date":"2025-03-03","filed":"2025-04-03","ticker":null,"issuer":"Capital One Financial Corporation Depositary Shares each representing a 1/40Th interest in a Share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20029068-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029068.pdf","in_jurisdiction":false,"car_5":null},{"date":"2025-06-02","filed":"2025-08-13","ticker":null,"issuer":"Capital One Financial Corporation Depositary Shares each representing a 1/40Th interest in a Share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)","asset_type":"stock","direction":"buy","amount":[1001,15000],"owner":"self","sector":null,"late":true,"trade_id":"H20030735-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030735.pdf","in_jurisdiction":false,"car_5":null},{"date":"2025-09-04","filed":"2025-10-01","ticker":null,"issuer":"J P Morgan Chase & Co Depositary Shares, each representing a 1/400Th interest in a Share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)","asset_type":"stock","direction":"sell","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20032191-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032191.pdf","in_jurisdiction":false,"car_5":null},{"date":"2026-02-02","filed":"2026-03-17","ticker":null,"issuer":"Cadence Bank 5.50% Series A (CADE$A)","asset_type":"stock","direction":"exchange","amount":[1001,15000],"owner":"self","sector":null,"late":false,"trade_id":"H20034114-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf","in_jurisdiction":false,"car_5":null},{"date":"2026-02-02","filed":"2026-03-17","ticker":"HBANZ","issuer":"Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock","asset_type":"other","direction":"exchange","amount":[1001,15000],"owner":"self","sector":"Financials","late":false,"trade_id":"H20034114-002","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf","in_jurisdiction":false,"car_5":null},{"date":"2026-05-11","filed":"2026-06-23","ticker":null,"issuer":"AT&T Inc. Depositary Shares, each representing a 1/1,000Th interest in a Share of 5.000% Perpetual Preferred Stock, Series A (T$A)","asset_type":"stock","direction":"sell","amount":[15001,50000],"owner":"self","sector":null,"late":false,"trade_id":"H20034815-001","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf","in_jurisdiction":false,"car_5":null},{"date":"2026-05-11","filed":"2026-06-23","ticker":null,"issuer":"JP Morgan Chase & Co Depositary Shares Preferred Series GG","asset_type":"other","direction":"sell","amount":[50001,100000],"owner":"self","sector":null,"late":false,"trade_id":"H20034815-002","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf","in_jurisdiction":false,"car_5":null},{"date":"2026-05-11","filed":"2026-06-23","ticker":null,"issuer":"Regions Financial Corporation Depositary Shares, Each Representing a 1/40Th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)","asset_type":"stock","direction":"sell","amount":[50001,100000],"owner":"self","sector":null,"late":false,"trade_id":"H20034815-003","source":"house_clerk","source_url":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf","in_jurisdiction":false,"car_5":null}],"tests":[{"id":"T1","reading":"open_question","evidence":"descriptive","summary":"31% of 26 trades were in the lowest disclosure band ($1,001-$15,000).","detail":"Lowest-band share 0.308, 90% Wilson [0.183, 0.469]. No firm-event calendar, so the event-linked size gap was not computed.","estimate":{"label":"Lowest-band share","value":0.307692,"ci":[0.182969,0.468666],"ci_level":0.9,"unit":"share"},"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"n":26,"lowest_band_share":0.307692,"lowest_band_ci":[0.182969,0.468666],"share_over_50k":0.5,"max_z":1.464411}},{"id":"T2","reading":"open_question","evidence":"statistical","summary":"3 different companies; the effective number of equally sized positions is 1 and trading spans 21% of maximum sector diversity.","detail":"Dollar HHI 0.895 (identified set [0.756, 0.959]); trade-count HHI 0.630 vs. 95th percentile 0.044 of 26 random draws from all congressional trades (p = 0.002). Normalized sector entropy 0.21 [0.00, 0.29]. Top three issuers (BXS, SO, MSTR) carry at least 100% of dollar volume.","estimate":{"label":"Effective number of issuers","value":1.117616,"ci":[1.042891,1.321968],"ci_level":0.9,"unit":"count"},"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"n":26,"issuers":3,"hhi_mid":0.894762,"hhi_bounds":[0.756448,0.958873],"n_eff":1.117616,"hhi_count":0.630178,"peer_benchmark_p95":0.044379,"peer_benchmark_p":0.002,"sector_entropy":0.205462,"sector_entropy_ci":[0,0.289052],"top3_share_lower":1,"top3":["BXS","SO","MSTR"],"top3_tied_to_events":false}},{"id":"T3","reading":"does_not_fit","evidence":"statistical","summary":"0% of trading days were batches of three or more companies; 0% of trades look routine; 0.0% of trades came within five trading days before a large company-specific move (chance alone: 1.5%).","detail":"Batch-day share 0/13, Wilson [0.00, 0.17]; index of dispersion 2.53 (chi-square p = 5.28e-260); routine share 0.00 (portfolio-routine or Cohen-Malloy-Pomorski two-year rule). Proximity share 0.000 vs. circular-shift null mean 0.015, p = 1.000.","estimate":{"label":"Batch-day share","value":0,"ci":[0,0.172267],"ci_level":0.9,"unit":"share"},"power_limited":false,"screen":false,"p_value":1,"p_holm":1,"q_bh":1,"robust":null,"robustness":[],"sources":[],"stats":{"n":26,"trade_days":13,"batch_share_trades":0,"batch_day_share":0,"batch_day_ci":[0,0.172267],"dispersion_index":2.526582,"dispersion_p":0,"routine_share":0,"proximity_share":0,"proximity_null_mean":0.014876,"proximity_null_p95":0.076923,"proximity_p":1,"proximity_nonroutine":0,"proximity_routine":0}},{"id":"T4","reading":"not_assessed","evidence":"not_computed","summary":"Abnormal returns were not computed (daily prices unavailable or too few priced trades).","detail":"Abnormal returns were not computed (daily prices unavailable or too few priced trades).","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"n":6}},{"id":"T5","reading":"does_not_fit","evidence":"statistical","summary":"Before 4 large market moves, the member's net trading pointed the right way 1 times.","detail":"Hit rate 0.25, Clopper-Pearson 90% [0.01, 0.75]; exact one-sided p = 0.938; magnitude-weighted sign-flip p = 0.687. Episodes: benchmark days beyond three rolling standard deviations with trades in the prior five trading days, plus documented episodes when supplied.","estimate":{"label":"Hit rate","value":0.25,"ci":[0.012741,0.751395],"ci_level":0.9,"unit":"share"},"power_limited":false,"screen":false,"p_value":0.9375,"p_holm":1,"q_bh":1,"robust":null,"robustness":[],"sources":[],"stats":{"n_episodes":4,"hits":1,"hit_rate":0.25,"ci":[0.012741,0.751395],"p_exact":0.9375,"p_magnitude":0.6866,"episodes":[{"event_date":"2020-02-24","move":-0.033166,"dir":1,"robust":true,"n_trades":1,"post_news_trades":0,"kind":"market"},{"event_date":"2020-02-25","move":-0.030302,"dir":1,"robust":true,"n_trades":1,"post_news_trades":0,"kind":"market"},{"event_date":"2020-02-27","move":-0.044912,"dir":1,"robust":true,"n_trades":1,"post_news_trades":0,"kind":"market"},{"event_date":"2020-04-06","move":0.067166,"dir":1,"robust":true,"n_trades":1,"post_news_trades":0,"kind":"market"}]}},{"id":"T6","reading":"not_assessed","evidence":"statistical","summary":"Trading arrangement: not documented; trading during absence ran at 9.27 times the normal rate.","detail":"Trading arrangement: not documented; trading during absence ran at 9.27 times the normal rate.","estimate":{"label":"Absence rate ratio","value":9.272727,"ci":[2.928972,23.80658],"ci_level":0.9,"unit":"ratio"},"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"rate_ratio":9.272727,"rate_ratio_ci":[2.928972,23.80658],"rate_ratio_batchdays":9.272727,"rate_ratio_batchdays_ci":[1.472017,35.455127],"absence_days":38,"trades_in_absence":4}},{"id":"T7","reading":"open_question","evidence":"descriptive","summary":"1 of 121 trades (0.8%) were disclosed late; median lag 29 days. Another 2 were over 45 days from the trade but filed within 30 days of the stated notification date.","detail":"Late share 0.008, Wilson [0.002, 0.036]; 90th percentile lag 42 days; longest 426 days.","estimate":{"label":"Late share","value":0.008264,"ci":[0.001846,0.036192],"ci_level":0.9,"unit":"share"},"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":true,"robustness":[{"variant":"Late from the trade date alone, ignoring notification dates","value":0.024793,"reading":"open_question"}],"sources":[],"stats":{"n":121,"amendment_rows_excluded":0,"late":1,"late_from_trade":3,"excused_by_notification":2,"late_share":0.008264,"late_ci":[0.001846,0.036192],"median_lag":29,"p90_lag":42,"max_lag":426,"filings":30,"late_filings":1,"late_priced":0,"timely_priced":6,"late_priced_dates":0}},{"id":"T8","reading":"not_assessed","evidence":"descriptive","summary":"Too few trades could be mapped to an industry.","detail":"Too few trades could be mapped to an industry.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"n":26}},{"id":"T9","reading":"not_assessed","evidence":"descriptive","summary":"5 priced trades fell in affected industries in the 30 days before the member's committee events and 1 did not; at least 10 of each are needed to compare them.","detail":"5 priced trades fell in affected industries in the 30 days before the member's committee events and 1 did not; at least 10 of each are needed to compare them.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"n":5,"n_other":1,"events":2882}},{"id":"T10","reading":"not_assessed","evidence":"descriptive","summary":"No documented scrutiny date; the estimated change point in trading activity is shown for reference.","detail":"No documented scrutiny date; the estimated change point in trading activity is shown for reference. Estimated change point 2017-05-31 (permutation p = 0.096).","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"changepoint":"2017-05-31","changepoint_LR":8.138885,"changepoint_p":0.096,"tradeday_rate_before":1,"tradeday_rate_after":0.006076}},{"id":"T11","reading":"not_assessed","evidence":"not_computed","summary":"Requires T4 for every member; computed in the cross-member pass.","detail":"Requires T4 for every member; computed in the cross-member pass.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{}},{"id":"T12","reading":"not_assessed","evidence":"descriptive","summary":"None of the member's priced trades was followed within ten trading days by a large abnormal move.","detail":"None of the member's priced trades was followed within ten trading days by a large abnormal move.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"n":0,"priced":6}},{"id":"T13","reading":"does_not_fit","evidence":"statistical","summary":"0% of trades had another member trading the same stock the same way within a week (chance alone: 2%).","detail":"Co-traded share 0.000; circular-shift null mean 0.018, 95th pct 0.081, p = 1.000.","estimate":{"label":"Co-traded share","value":0,"ci":null,"ci_level":null,"unit":"share"},"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":true,"robustness":[{"variant":"Without M001157, the member with the most trades, in the co-trade index","value":0,"reading":"does_not_fit"}],"sources":[],"stats":{"n":26,"cotraded_share":0,"null_mean":0.01826,"null_p95":0.080769,"excess_p":1,"cotraded_share_wo_top":0,"excess_p_wo_top":1}},{"id":"T14","reading":"not_assessed","evidence":"descriptive","summary":"23% of trades were in a spouse's or dependent's name; returns not computed for them.","detail":"23% of trades were in a spouse's or dependent's name; returns not computed for them.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"family_trades":6,"family_share":0.230769,"owner_unknown":0}},{"id":"T15","reading":"not_assessed","evidence":"descriptive","summary":"7 round trips but fewer than three priced.","detail":"7 round trips but fewer than three priced.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"round_trips":7,"share_in_round_trips":0.538462}},{"id":"T16","reading":"does_not_fit","evidence":"descriptive","summary":"No option trades were reported.","detail":"No option trades were reported.","estimate":null,"power_limited":false,"screen":false,"p_value":null,"p_holm":null,"q_bh":null,"robust":null,"robustness":[],"sources":[],"stats":{"option_trades":0,"option_share":0}}],"episodes":[{"title":"Market move on 2020-02-24","event_date":"2020-02-24","direction":"buy","move_pct":-3.32,"trade":"1 trade(s) in the prior five trading days","verdict":"Wrong way","event":"S&P 500 (SPY) daily move","source_url":null},{"title":"Market move on 2020-02-25","event_date":"2020-02-25","direction":"buy","move_pct":-3.03,"trade":"1 trade(s) in the prior five trading days","verdict":"Wrong way","event":"S&P 500 (SPY) daily move","source_url":null},{"title":"Market move on 2020-02-27","event_date":"2020-02-27","direction":"buy","move_pct":-4.49,"trade":"1 trade(s) in the prior five trading days","verdict":"Wrong way","event":"S&P 500 (SPY) daily move","source_url":null},{"title":"Market move on 2020-04-06","event_date":"2020-04-06","direction":"buy","move_pct":6.72,"trade":"1 trade(s) in the prior five trading days","verdict":"Right way","event":"S&P 500 (SPY) daily move","source_url":null}]}