Did Richard Hanna buy iShares MSCI EAFE Small-Cap ETF stock?

Common questions

Did Richard Hanna buy iShares MSCI EAFE Small-Cap ETF stock?

Yes. Richard Hanna disclosed 4 purchases and 2 sales of iShares MSCI EAFE Small-Cap ETF (SCZ) stock between Dec 23, 2013 and Sep 11, 2014, in STOCK Act reports. Added together, the disclosed purchases come to $130K-$300K and the disclosed sales to $115K-$300K.

How big were Richard Hanna's iShares MSCI EAFE Small-Cap ETF trades?

STOCK Act reports give a range for each trade, such as $100K-$250K, never an exact amount. Added together, the disclosed purchases come to $130K-$300K and the disclosed sales to $115K-$300K.

Did Richard Hanna make these iShares MSCI EAFE Small-Cap ETF trades personally?

Not always. The STOCK Act requires members to report trades by themselves, a spouse and dependent children. The owner column of each linked filing says whose trade it was.

Does Richard Hanna still own iShares MSCI EAFE Small-Cap ETF stock?

This page lists reported trades, not holdings. A purchase can have been sold since, and the filings shown do not say what is held today.

When did Richard Hanna report these trades?

The latest filing is dated Oct 15, 2014. The STOCK Act gives members of Congress 45 days to report a trade, so a filing can trail the trade by weeks. Every row shows both dates.

Where does this data come from?

From periodic transaction reports filed under the STOCK Act with the Clerk of the House. Every trade links to the original filing.