Congressional Trades
U.S. House · WA02

Rick Larsen

62

Trades

33

Purchases

27

Sales

14

Filings

Disclosed Transactions

DateTypeSecurityOwnerAmount
03/31/2026Exchange
—CNL Healthcare Properties Inc (widely held)OT
Joint$1,001 - $15,000
03/31/2026Exchange
SNDASonida Senior Living, Inc. Common StockStock
Joint$1,001 - $15,000
07/08/2026Sale
ABTAbbott Laboratories Common StockStock
Self$1,001 - $15,000
07/08/2026Purchase
APHPart of advisor-driven quarterly rebalancing Amphenol Corporation Common StockStock
Self$1,001 - $15,000
07/08/2026Purchase
MCKPart of advisor-driven quarterly rebalancing McKesson Corporation Common StockStock
Self$1,001 - $15,000
07/08/2026Sale
SPGIPart of advisor-driven quarterly rebalancing S&P Global Inc. Common StockStock
Self$1,001 - $15,000
04/07/2026Sale
AXPAmerican Express Company Common StockStock
Self$1,001 - $15,000
04/07/2026Sale
AWKAdvisor-driven quarterly rebalancing American Water Works Company, Inc. Common StockStock
Self$1,001 - $15,000
04/07/2026Sale
BRAdvisor-driven quarterly rebalancing Broadridge Financial Solutions, Inc. Common StockStock
Self$1,001 - $15,000
04/07/2026Purchase
CARRAdvisor-driven quarterly rebalancing Carrier Global Corporation Common StockStock
Self$1,001 - $15,000
04/07/2026Purchase
CASYAdvisor-driven quarterly rebalancing Caseys General Stores, Inc. - Common StockStock
Self$1,001 - $15,000
04/07/2026Purchase
NEECNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. NextEra Energy, Inc. Common StockStock
Self$1,001 - $15,000
04/07/2026Sale
PAYXAdvisor-driven quarterly rebalancing Paychex, Inc. - Common StockStock
Self$1,001 - $15,000
04/07/2026Sale
SNDASonida Senior Living, Inc. Common StockStock
Joint$1,001 - $15,000
04/07/2026Purchase
WABSale' Transaction on this PTR Westinghouse Air Brake Technologies Corporation Common StockStock
Self$1,001 - $15,000
01/07/2026Purchase
DRIDarden Restaurants, Inc. Common StockStock
Self$1,001 - $15,000
01/07/2026Sale
ESSPart of monthly portfolio rebalancing that account manager conducts Essex Property Trust, Inc. Common StockStock
Self$1,001 - $15,000
01/07/2026Purchase
METAPart of monthly portfolio rebalancing that account manager conducts Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/07/2026Sale
MDLZPart of monthly portfolio rebalancing that account manager conducts Mondelez International, Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/07/2026Sale
VRSKPart of monthly portfolio rebalancing that account manager conducts Verisk Analytics, Inc. - Common StockStock
Self$1,001 - $15,000
01/07/2026Purchase
WMWaste Management, Inc. Common StockStock
Self$1,001 - $15,000
04/09/2025Purchase
AXPAmerican Express Company Common StockStock
Self$1,001 - $15,000
04/09/2025Sale
NEEPart of quarterly rebalance NextEra Energy, Inc. Common StockStock
Self$1,001 - $15,000
01/07/2025Purchase
GOOGLAlphabet Inc. - Class A Common StockStock
Self$1,001 - $15,000
01/07/2025Sale
BAHrebalancing of portfolio Booz Allen Hamilton Holding Corporation Common StockStock
Self$1,001 - $15,000
01/07/2025Purchase
BRrebalancing of portfolio Broadridge Financial Solutions, Inc. Common StockStock
Self$1,001 - $15,000
01/07/2025Purchase
CTASNew Cintas Corporation - Common StockStock
Self$1,001 - $15,000
01/07/2025Sale
CMCSANew Comcast Corporation - Class A Common StockStock
Self$1,001 - $15,000
01/07/2025Sale
GDrebalancing of portfolio General Dynamics Corporation Common StockStock
Self$1,001 - $15,000
01/07/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Self$1,001 - $15,000
01/07/2025Purchase
VRSKrebalancing of portfolio Verisk Analytics, Inc. - Common StockStock
Self$1,001 - $15,000
10/06/2025Purchase
ABTAbbott Laboratories Common StockStock
Self$1,001 - $15,000
10/06/2025Purchase
AEPpart of quarterly portfolio rebalancing American Electric Power Company, Inc.Stock
Self$1,001 - $15,000
10/06/2025Sale
CLpart of quarterly portfolio rebalancing Colgate-Palmolive Company Common StockStock
Self$1,001 - $15,000
10/06/2025Sale
ODFLpart of quarterly portfolio rebalancing Old Dominion Freight Line, Inc. - Common StockStock
Self$1,001 - $15,000
10/06/2025Purchase
WMTpart of quarterly portfolio rebalancing Walmart Inc. Common StockStock
Self$1,001 - $15,000
10/06/2025Sale
ZTSZoetis Inc. Class A Common StockStock
Self$1,001 - $15,000
01/09/2024Sale
BMYBristol-Myers Squibb CompanyStock
Self$1,001 - $15,000
01/09/2024Purchase
CLsale of asset as part of quarterly portfolio rebalancing. Asset manager-initiated sale Colgate-Palmolive CompanyStock
Self$1,001 - $15,000
01/09/2024Sale
HSYAsset manager-initiated transaction The Hershey CompanyStock
Self$1,001 - $15,000
01/09/2024Purchase
ZTSAsset manager-initiated transaction Zoetis Inc. Class AStock
Self$1,001 - $15,000
04/04/2024Purchase
FDXFedEx Corporation Common StockStock
Self$1,001 - $15,000
04/04/2024Sale
UPSpart of quarterly portfolio rebalancing conducted by asset manager and which i do not control per contract United Parcel Service, Inc. Common StockStock
Self$1,001 - $15,000
07/02/2024Purchase
GSGoldman Sachs Group, Inc.Stock
Self$1,001 - $15,000
07/02/2024Sale
HIGPart of quarterly portfolio rebalance Hartford Financial Services Group, Inc.Stock
Self$1,001 - $15,000
07/02/2024Purchase
ODFLPart of quarterly portfolio rebalance Old Dominion Freight Line, Inc. - Common StockStock
Self$1,001 - $15,000
07/02/2024Sale
WMQuarterly portfolio rebalance Waste Management, Inc. Common StockStock
Self$1,001 - $15,000
07/05/2023Sale
ALLAllstate CorporationStock
Self$1,001 - $15,000
07/05/2023Sale
ADIsale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Analog Devices, Inc.Stock
Self$1,001 - $15,000
07/05/2023Sale
ELVsale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Elevance Health, Inc.Stock
Self$1,001 - $15,000
07/05/2023Purchase
MAsale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Mastercard IncorporatedStock
Self$1,001 - $15,000
07/05/2023Purchase
MSIpurchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Motorola Solutions, Inc.Stock
Self$1,001 - $15,000
07/05/2023Purchase
PAYXpurchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Paychex, Inc.Stock
Self$1,001 - $15,000
07/05/2023Sale
PNCpurchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract PNC Financial Services Group, Inc.Stock
Self$1,001 - $15,000
07/05/2023Purchase
SPGIsale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract S&P Global Inc.Stock
Self$1,001 - $15,000
10/04/2023Purchase
MDLZMondelez International, Inc. - Class AStock
Self$1,001 - $15,000
10/04/2023Purchase
MDLZ2000111768 Mondelez International, Inc. - Class AStock
Self$1,001 - $15,000
07/07/2022Purchase
ESS2000106182 Essex Property Trust, Inc.Stock
Self$1,001 - $15,000
07/01/2021Purchase
ALL2000106174 Allstate CorporationStock
Self$1,001 - $15,000
07/01/2021Purchase
EOGThis managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance 2000106175 EOG Resources, Inc.Stock
Self$1,001 - $15,000
07/01/2021Purchase
PXDThis managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance 2000106176 Pioneer Natural Resources CompanyStock
Self$1,001 - $15,000
07/01/2021Purchase
TJXThis managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance 2000106177 TJX Companies, Inc.Stock
Self$1,001 - $15,000

Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.

Rick Larsen — Congressional Stock Trades | SEC Data Investor | SEC Data Investor