| Profitability | 46/100 |
| Growth | 28/100 |
| Momentum | 60/100 |
| Quality | 70/100 |
| Earnings Quality | 72/100 |
| Balance Sheet | 62/100 |
| Value | 49/100 |
| Risk (safety) | 80/100 |
| Overall | 56.6/100 |
| Symbol | IS Score |
|---|---|
| MDT | 64 |
| SYK | 74 |
| BSX | 67 |
| EW | 65 |
| DXCM | 81 |
| GILD | 44 |
| ABT | 57 |
Both readings sit above the midpoint — business quality at 57 and price structure at 78 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 56.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 64 → 58 → 55 → 57 | the direction matters more than the level |
| Technical vote share back above 50% | now 91% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 3,293 → now 2,987 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 2,987 | 1437.6M | $126.9B | 82.5% |
| 2026 Q1 | 3,121 | 1376.2M | $138.0B | 79.0% |
| 2025 Q4 | 3,293 | 1430.4M | $168.2B | 82.1% |
| 2025 Q3 | 3,183 | 1358.1M | $175.5B | 77.9% |
| 2025 Q2 | 3,197 | 1379.8M | $183.6B | 79.2% |
| 2025 Q1 | 3,178 | 1374.8M | $179.5B | 78.9% |
| 2024 Q4 | 3,075 | 1351.7M | $150.6B | 77.5% |
| 2024 Q3 | 2,904 | 1307.6M | $147.3B | 75.0% |
| 2024 Q2 | 2,875 | 1320.5M | $135.9B | 75.8% |
| 2024 Q1 | 2,918 | 1307.4M | $146.8B | 75.0% |
| 2023 Q4 | 2,894 | 1307.7M | $143.1B | 75.0% |
| 2023 Q3 | 2,688 | 1297.9M | $125.2B | 74.5% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Stratton John G | director | 2026-09-30 | A-Award | 397 | — | 14,499 |
| Gonzalez Patricia Paola | director | 2026-09-30 | A-Award | 333 | — | 6,331 |
| Conroy Kevin T | director | 2026-09-30 | A-Award | 318 | — | 551 |
| Ahuja Nita | director | 2026-09-30 | A-Award | 318 | — | 771 |
| Roman Michael F | director | 2026-09-30 | A-Award | 381 | — | 7,166 |
| Conroy Kevin T | director | 2026-09-23 | TAX W/H | 52,507 | $5.46M | 81,230 |
| Mccoy John A. Jr. | VICE PRESIDENT AND CONTROLLER | 2026-09-02 | SELL | 27 | $0.00M | 24,549 |
| Boudreau Philip P | EVP AND CFO | 2026-09-01 | TAX W/H | 388 | $0.04M | 70,784 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 10 | 408,908 | $47.3M | Counted |
| P — Open-market purchases | 3 | 14,200 | $1.3M | Counted |
| M — Exercises (paired A/D) | 2 | 398,832 | $21.5M | None — mechanics |
| F — Tax withholding | 15 | 124,331 | $13.8M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-09-02 | John A. Mccoy, Jr. | 27 | $0.0M |
| 2026-08-25 | Robert B. Ford | 398,832 | $46.2M |
| 2026-08-11 | Louis H. Morrone | 5,850 | $0.6M |
| 2026-05-15 | Robert J. Alpern | 7,587 | $0.6M |
| Trailing 12 mo | 12 filings | 447,292 | $51M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-12-03 | SCHEDULE 13G/A | The Vanguard Group | 10.05% | 174.9M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-09-18 | 2026-10-13 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-09-18 | 2026-10-12 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-04 | 2026-10-09 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2025-02-24 | 2025-03-06 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2025-02-24 | 2025-03-05 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2025-02-24 | 2025-03-05 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 5.2M | $513M |
| Davenport & Co Llc | 1.8M | $180M |
| Ninety One Uk Ltd | 1.8M | $177M |
| Wealth Enhancement Advisory Servic | 1.5M | $137M |
| Deprince Race & Zollo Inc | 558,162 | $55M |
| Fjarde Ap-Fonden /Fourth Swedish N | 554,382 | $55M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.2% | $5.4B |
| VSMPX | 0.2% | $5.4B |
| VTSAX | 0.2% | $5.4B |
| VTI | 0.2% | $5.4B |
| VFIAX | 0.3% | $4.5B |
| VFFSX | 0.3% | $4.5B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 12.2M | 77 sh |
| Ubsa Ubs Ats | 11.6M | 87 sh |
| Ebxl Level Ats | 8.5M | 72 sh |
| Sgmt Sigma X2 | 6.8M | 88 sh |
| Bids Bids Ats | 6.5M | 653 sh |
| Mlix Instinct X | 4.4M | 110 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $17.1B | 40% |
| Non-US | $16.0B | 37% |
| D [E] | $2.8B | 6% |
| C [N] | $1.9B | 4% |
| I [N] | $1.9B | 4% |
| C [H] | $1.9B | 4% |
| J [P] | $1.5B | 3% |
Moat score 55/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Robert Ford | Executive Chairman & CEO |
| Elizabeth Cushman | Executive Vice President, General Counsel & Secretary |
| Lisa D. Earnhardt | Executive Vice President & Group President of Medical Devices |
| Philip Boudreau | Chief Financial Officer & Executive Vice President of Finance |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +24.5% | +1.3% | -8.1% | +4.6% | +5.7% |
| Gross profit | +33.6% | -3.8% | -10.2% | +6.4% | +15.4% |
| Operating income | +73.9% | -9.1% | -23.0% | +6.1% | +17.9% |
| Net income | +57.3% | -2.0% | -17.5% | +134.2% | -51.3% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 43.1 | 43.7 | 40.1 | 42.0 | 44.3 | |
| Cost of revenue | 19.9 | 21.3 | 20.1 | 20.6 | 19.7 | |
| Gross profit | 23.2 | 22.3 | 20.0 | 21.3 | 24.6 | |
| R&D expense | 2.7 | 2.9 | 2.7 | 2.8 | 3.0 | |
| SG&A expense | 11.3 | 11.1 | 10.9 | 11.7 | 12.4 | |
| Operating income | 9.2 | 8.4 | 6.4 | 6.8 | 8.0 | |
| EBITDA | 12.2 | 11.9 | 10.6 | 10.8 | 11.6 | |
| D&A | 3.5 | 3.3 | 3.2 | 3.2 | 2.7 | |
| Pretax income | 8.2 | 8.3 | 6.7 | 7.0 | 8.5 | |
| Income tax | 1.1 | 1.4 | 0.9 | -6.4 | 1.9 | |
| Net income | 7.1 | 6.9 | 5.7 | 13.4 | 6.5 | |
| Diluted EPS ($) | 3.94 | 3.91 | 3.27 | 7.64 | 3.72 | |
| Diluted shares (M) | 1,789 | 1,764 | 1,749 | 1,748 | 1,747 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 9.9 | 6.9 | 7.6 | 8.5 | |
| ST investments | 0.3 | 0.4 | 0.4 | 0.4 | |
| Receivables (net) | 6.2 | 6.6 | 6.9 | 7.9 | |
| Total current assets | 25.2 | 22.7 | 23.7 | 26.0 | |
| PP&E (net) | 10.3 | 11.3 | 11.7 | 12.9 | |
| Goodwill + intangibles | 33.3 | 32.5 | 29.8 | 29.6 | |
| Total assets | 74.4 | 73.2 | 81.4 | 86.7 | |
| Accounts payable | 4.6 | 4.3 | 4.2 | 4.2 | |
| Short-term debt | 2.5 | 1.3 | 1.8 | 3.3 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 15.5 | 13.8 | 14.2 | 16.5 | |
| Long-term debt | 14.5 | 13.6 | 12.6 | 10.8 | |
| Total liabilities | 37.5 | 34.4 | 33.5 | 33.9 | |
| Shareholders' equity | 36.9 | 38.8 | 47.9 | 52.8 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 6.9 | 5.7 | 13.4 | 6.5 | |
| D&A | 3.3 | 3.2 | 3.2 | 3.1 | |
| Stock-based compensation | 0.7 | 0.6 | 0.7 | 0.7 | |
| Working capital change | (1.5) | (2.5) | (9.2) | (0.8) | |
| Operating cash flow | 9.6 | 7.3 | 8.6 | 9.6 | |
| Capital expenditures | (1.8) | (2.2) | (2.2) | (2.2) | |
| Investing cash flow | (1.7) | (3.1) | (2.3) | (2.4) | |
| Buybacks | (3.8) | (1.2) | (1.3) | (0.9) | |
| Dividends paid | (3.3) | (3.6) | (3.8) | (4.1) | |
| Debt issuance / (repay) | (0.7) | (2.5) | (0.5) | (1.6) | |
| Financing cash flow | (7.6) | (7.1) | (5.4) | (6.3) | |
| Free cash flow | 7.8 | 5.1 | 6.4 | 7.4 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 20.6% | 19.1% | 15.2% | 31.1% | 13.1% | 11% | |
| ROA | 9.6% | 9.3% | 7.8% | 17.3% | 7.8% | 5.0% | |
| ROIC | 17.7% | 15.7% | 11.7% | 23.9% | 10.6% | 6.1% | |
| Gross margin | 53.9% | 51.1% | 50.0% | 50.8% | 55.5% | 56.8% | |
| Operating margin | 21.4% | 19.2% | 16.0% | 16.3% | 18.2% | 17.0% | |
| Net margin | 16.4% | 15.9% | 14.3% | 31.9% | 14.7% | 11.6% | |
| EBITDA margin | 28.2% | 27.2% | 26.4% | 25.8% | 26.1% | 24.3% | |
| FCF margin | 20.1% | 17.9% | 12.6% | 15.1% | 16.7% | — | |
| VALUATION | |||||||
| P/E | 32.90 | 26.20 | 32.35 | 14.46 | 33.55 | 33.7 | |
| P/B | 6.50 | 4.95 | 4.80 | 4.07 | 4.20 | 3.6 | |
| P/S | 5.40 | 4.16 | 4.62 | 4.62 | 4.94 | 3.90 | |
| P/FCF | 26.90 | 23.28 | 36.59 | 30.52 | 29.60 | 20.8 | |
| EV/EBITDA | 19.87 | 15.93 | 18.27 | 18.56 | 19.35 | 18.5 | |
| EV/Revenue | 5.61 | 4.34 | 4.83 | 4.79 | 5.08 | 4.5 | |
| Earnings yield | 3.0% | 3.8% | 3.1% | 6.9% | 3.0% | 2.97% | |
| FCF yield | 3.7% | 4.3% | 2.7% | 3.3% | 3.4% | 4.80% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.85 | 1.63 | 1.64 | 1.67 | 1.58 | 1.38 | |
| Quick ratio | 1.46 | 1.23 | 1.16 | 1.23 | 1.18 | 0.97 | |
| Debt / equity | 0.54 | 0.49 | 0.41 | 0.32 | 0.29 | 0.64 | |
| Debt / assets | 25.6% | 24.1% | 21.7% | 18.8% | 17.4% | 29.9% | |
| Net debt / EBITDA | 0.74 | 0.65 | 0.81 | 0.67 | 0.53 | 2.43 | |
| Interest coverage | 21.03 | 27.37 | 10.55 | 12.63 | 21.20 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.58 | 0.58 | 0.54 | 0.54 | 0.53 | 0.43 | |
| Receivables turnover | 6.68 | 6.87 | 6.28 | 6.22 | 5.97 | 5.4 | |
| DSO (days) | 55 | 53 | 58 | 59 | 61 | 67 | |
| DPO (days) | 77 | 77 | 81 | 75 | 78 | 87 | |
| Cash conversion cycle | 71 | 73 | 93 | 97 | 100 | 113 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 24.5% | 1.3% | -8.1% | 4.6% | 5.7% | — | |
| Net income growth | 57.3% | -2.0% | -17.5% | 134.2% | -51.3% | — | |
| EPS growth | 57.9% | -0.4% | -17.2% | 134.4% | -51.3% | — | |
| FCF growth | 51.1% | -9.8% | -35.2% | 25.5% | 16.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.97 | 3.95 | 3.27 | 7.68 | 3.73 | 3.11 | |
| Book value / share | 20.09 | 20.92 | 22.08 | 27.30 | 29.84 | 29.70 | |
| Revenue / share | 24.17 | 24.89 | 22.95 | 24.03 | 25.37 | 26.73 | |
| FCF / share | 4.85 | 4.45 | 2.89 | 3.64 | 4.23 | 5.00 | |
| Cash / share | 5.75 | 5.80 | 4.16 | 4.56 | 5.12 | 3.21 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 1.0% | 2.1% | 0.7% | 0.7% | 0.4% | 1.17% | |
| Altman Z-Score | 5.28 | 4.69 | 4.97 | 5.25 | 5.65 | 3.3 | |
| Piotroski F-Score | 9 | 6 | 7 | 6 | 6 | 5/9 | |
| Beneish M-Score | -2.72 | -2.65 | -2.53 | -2.09 | -2.57 | -2.69 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 3.3 | Safe (>2.99) | Safe |
| Income quality | 1.83 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.69 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.72 |
| Interest burden | 0.94 |
| Operating margin | 17.2% |
| Asset turnover | 0.48× |
| Financial leverage | 1.90× |
| = ROE | 11% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.69 |
| Earnings stability | 0.04 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 5.0% |
| EPS CAGR 3y | 1.8% |
| FCF CAGR 3y | 16.7% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| MDT | $121.2B | 23.2 | 11% | 15.1% | +9.8% | 9/9 | +3.0% |
| SYK | $113.0B | 30.3 | 17% | 19.4% | +8.5% | 9/9 | -20.2% |
| BSX | $64.3B | 17.9 | 15% | 16.7% | +13.5% | 8/9 | -54.6% |
| EW | $49.9B | 49.8 | 9% | 13.9% | +14.6% | 6/9 | +19.2% |
| DXCM | $32.5B | 33.2 | 38% | 19.0% | +15.5% | 9/9 | — |
| GILD | $193.7B | -60.1 | -21% | — | +5.5% | 5/9 | — |
| PFE | $168.6B | 39.1 | 5% | -1.6% | -0.2% | 7/9 | — |
| DHR | $161.0B | 40.5 | 8% | 13.9% | +4.6% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $50.30B | $50.44B / $50.16B | $5.52 | $5.57 / $5.48 | 17 |
| FY2027 | $54.70B | $55.30B / $53.58B | $6.07 | $6.19 / $6.01 | 17 |
| FY2028 | $58.51B | $59.80B / $53.84B | $6.73 | $7.66 / $4.55 | 11 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $122.33 | +16.6% | 3 |
| Last Quarter | $123.67 | +17.9% | 6 |
| Last Year | $131.06 | +25.0% | 31 |
| All Time | $131.56 | +25.4% | 80 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $100.64 | +4.24 | +4.21% | Above |
| SMA 50 | $105.74 | -0.86 | -0.81% | Below |
| SMA 200 | $102.68 | +2.20 | +2.14% | Above |
| EMA 9 | $101.93 | +2.95 | +2.89% | Above |
| EMA 21 | $101.71 | +3.17 | +3.12% | Above |
| EMA 50 | $102.59 | +2.29 | +2.23% | Above |
| EMA 200 | $105.04 | -0.16 | -0.15% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $104.74 / $105.40 / $106.11 | S1 / S2 | $104.03 / $103.37 |
| Bollinger (20,2) | $95.52 – $105.76 | Squeeze | Off |
| 52-wk range | $81.97 – $132.03 | Off 52-wk high | -20.6% |
| ATR (14) | $2.38 (2.3%) | Historical vol | 23.6% |
| Computed from live weekly prices | ABT | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.13% | 1.83% |
| Best / worst week (1y) | +12.7% / -12.2% | — |
| Max drawdown (5y, monthly) | -35.6% | — |
| 1-week VaR (95%) | -6.1% | — |
| Beta (5y) | 0.59 | 1.00 |
| Reading | ABT | Medical - Devices n=524 | Healthcare n=5,272 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +15.6 | -20.2 | -24.0 | -20.5 |
| Trend | +17.0 | -22.1 | -25.6 | -21.3 |
| Momentum | +56.8 | -22.0 | -28.5 | -15.8 |
| Volume | +41.8 | -5.0 | -25.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Robert B. Ford , Chairman of the Board and C | $24.2M | 44% equity+incentive |
| Philip P. Boudreau , Executive Vice Presiden | $9.1M | 45% equity+incentive |
| Lisa D. Earnhardt , Executive Vice President | $8.1M | 47% equity+incentive |
| Hubert L. Allen , Former Executive Vice Pres | $7.0M | 36% equity+incentive |
| Christopher J. Scoggins , Executive Vice Pre | $6.6M | 42% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 64 |
| Social | 57 |
| Governance | 68 |
| Composite ESG | 63 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-20 | Regulation FD; Other Events; Exhibits | 7.01,8.01,9.01 |
| 2026-07-16 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-27 | Officer/Director Change; Bylaws Amendment; Shareholder Vote; Exhibits | 5.02,5.03,5.07,9.01 |
| 2026-04-17 | Other Events; Exhibits | 8.01,9.01 |
| 2026-04-16 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-03-23 | Other Events; Exhibits | 8.01,9.01 |
| 2026-03-09 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,9.01 |
| 2026-02-26 | Entry into Material Definitive Agreement; Financial Statements and Exh | 1.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-21 to 2026-07-16 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 123 rows · 1995 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-25 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 2 rows · 2025-12-03 to 2026-03-26 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.