The Allocate Premier Access Fund line shows up 54 times in the congressional disclosure record between 2018 and 2026, filed by 7 members: 35 purchases against 19 sales. On balance the chamber has been net buyers.
*Purchases only, weighted by the midpoint of each disclosed dollar band and marked to the latest close. Filings report a range, never a share count, so this follows the stock rather than anyone's position size.
| Date | Member | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2026-07-29 | Scott H. Peters | BUY | $1.0M–$1.0M | — | — | — |
| 2026-07-28 | Scott H. Peters | BUY | $50K–$100K | — | — | — |
| 2026-07-22 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2026-06-24 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2026-06-18 | Scott H. Peters | BUY | $100K–$250K | — | — | — |
| 2026-05-27 | Sheri Biggs | BUY | $1K–$15K | — | — | — |
| 2026-05-15 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2026-05-08 | Thomas Suozzi | BUY | $1K–$15K | — | — | — |
| 2026-05-07 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2026-05-01 | Sheri Biggs | BUY | $1K–$15K | — | — | — |
| 2026-04-28 | Scott H. Peters | BUY | $1.0M–$1.0M | — | — | — |
| 2026-03-26 | Scott H. Peters | BUY | $1K–$15K | — | — | — |
| 2026-03-25 | Scott H. Peters | BUY | $50K–$100K | — | — | — |
| 2026-03-25 | Scott H. Peters | BUY | $1K–$15K | — | — | — |
| 2025-12-30 | Sheri Biggs | BUY | $1K–$15K | — | — | — |
| 2025-12-19 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2025-12-19 | Scott H. Peters | BUY | $1K–$15K | — | — | — |
| 2025-09-25 | Scott H. Peters | BUY | $50K–$100K | — | — | — |
| 2025-09-24 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2025-09-22 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2025-09-03 | Scott H. Peters | BUY | $100K–$250K | — | — | — |
| 2025-01-10 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2024-12-23 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2024-06-27 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2024-06-03 | Stephen F. Lynch | SELL | $1K–$15K | — | — | — exit |
| 2024-06-03 | Stephen F. Lynch | SELL | $100K–$250K | — | — | — exit |
| 2024-06-03 | Stephen F. Lynch | BUY | $250K–$500K | — | — | — |
| 2024-01-17 | Scott H. Peters | BUY | $100K–$250K | — | — | — |
| 2023-11-08 | Scott H. Peters | BUY | $100K–$250K | — | — | — |
| 2021-05-17 | Hakeem S. Jeffries | BUY | $1K–$15K | — | — | — |
| 2021-05-04 | Hakeem S. Jeffries | SELL | $1K–$15K | — | — | — exit |
| 2021-02-18 | Brian Mast | BUY | $1K–$15K | — | — | — |
| 2021-02-16 | Brian Mast | BUY | $15K–$50K | — | — | — |
| 2020-10-09 | Scott H. Peters | BUY | $15K–$50K | — | — | — |
| 2019-01-03 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2019-01-03 | David A. Trott | BUY | $50K–$100K | — | — | — |
| 2018-11-20 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-11-20 | David A. Trott | BUY | $15K–$50K | — | — | — |
| 2018-11-14 | David A. Trott | SELL | $15K–$50K | — | — | — exit |
| 2018-11-14 | David A. Trott | BUY | $15K–$50K | — | — | — |
| 2018-08-29 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-08-22 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-08-08 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-08-01 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-07-24 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-07-17 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-07-11 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-06-28 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-06-14 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
| 2018-06-07 | David A. Trott | SELL | $1K–$15K | — | — | — exit |
Buys are marked to the latest close and treated as open. A sell tagged rt closes an earlier disclosed buy in the same name. exit shows how the stock moved after the member sold.
7 members of the U.S. House and Senate have disclosed Allocate Premier Access Fund transactions under the STOCK Act — 35 purchases and 19 sales. The full member-by-member breakdown, with dates and dollar ranges, is in the table above.
No member of Congress has disclosed a OT purchase in the last 90 days. STOCK Act filings lag the trade by up to 45 days, so newer buys may still be pending disclosure.
Every OT trade is marked to the latest close in the Return column; sells matched to a prior buy show a realized round-trip return.
Yes. Under the 2012 STOCK Act, members of Congress may buy and sell individual stocks but must publicly disclose each transaction within 45 days. Bargo surfaces those filings so you can see who traded OT and how it performed.