U.S. House FL26 STOCK Act Disclosures

Rep. Carlos Curbelo Stock Trades

Rep. Carlos Curbelo (U.S. House · FL26) has disclosed 4 congressional stock transactions under the Stop Trading on Congressional Knowledge (STOCK) Act between Apr 6, 2018 and Sep 25, 2018, including 3 purchases and 1 sales across 3 distinct stock tickers. Most-traded stocks include Alphabet Inc. ($GOOGL), Adobe Inc. ($ADBE), Amazon.com, Inc. ($AMZN).

Total Disclosures4
Purchases3
Sales1
Stocks Traded3
Latest DisclosureSep 25, 2018
Avg. Reporting Lag57d
Disclosed Sep 25, 2018 · Official PDF ↗

Rep. Carlos Curbelo (FL-26) executed a massive portfolio rebalancing on 08/28/2018, purchasing 56 stocks and ETFs (mostly in the $1,001-$15,000 range per position) while selling 9 positions including Coca-Cola, Facebook, Intel, Microsoft, and several ETFs. One notable sale of iShares Edge MSCI USA Value Factor ETF (VLUE) reached $15,001-$50,000. All transactions were conducted through a UBS Brokerage account.

Disclosed Aug 2, 2018 · Official PDF ↗

Hon. Carlos Curbelo conducted five transactions in June 2018 through a UBS Brokerage account, purchasing Amazon (AMZN) and Coca-Cola (KO) stock, and selling Anheuser-Busch InBev (BUD), Bristol-Myers Squibb (BMY), and Hartford Multifactor Developed Markets ETF (RODM), with transaction amounts ranging from $1,001 to $50,000.

All transactions executed on same date (06/08/2018) through UBS Brokerage accountLargest transaction was Hartford Multifactor Developed Markets ETF sale at $15,001 - $50,000
Disclosed Aug 2, 2018 · Official PDF ↗

Rep. Carlos Curbelo (FL-26) executed 16 transactions on 04/06/2018 involving stocks and ETFs held in a UBS brokerage account, including purchases of BUD, BMY, ROK, MSFT, UNP, V, EMLC, and RODM, and sales of GOOG, MDLZ, IWF, DIA, VEA, XLE, and XLF, with amounts ranging from $1,001-$50,000 per transaction.

Stock / Asset Action Amount Range Traded Disclosed Owner Filing
$ADBE
Adobe Inc.
Purchase $1,001 - $15,000 Aug 28, 2018 Sep 25, 2018 Self PTR PDF ↗
$GOOGL
Alphabet Inc.
Purchase $1,001 - $15,000 Aug 28, 2018 Sep 25, 2018 Self PTR PDF ↗
$AMZN
Amazon.com, Inc.
Purchase $1,001 - $15,000 Jun 8, 2018 Aug 2, 2018 Self PTR PDF ↗
$GOOGL
Alphabet Inc.
Sale (Full) $1,001 - $15,000 Apr 6, 2018 Aug 2, 2018 Self PTR PDF ↗

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