| Profitability | 37/100 |
| Growth | 48/100 |
| Momentum | 70/100 |
| Quality | 52/100 |
| Earnings Quality | 87/100 |
| Balance Sheet | 33/100 |
| Value | 43/100 |
| Risk (safety) | 100/100 |
| Overall | 51.3/100 |
| Symbol | IS Score |
|---|---|
| USFD | 57 |
| PFGC | 52 |
| CHEF | 59 |
| ADM | 54 |
| FMX | 44 |
| EL | 54 |
| SYY | 51 |
Both readings sit above the midpoint — business quality at 51 and price structure at 83 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 55 and holds two consecutive quarters | now 51.3 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 48 → 50 → 49 → 51 | the direction matters more than the level |
| Technical vote share back above 50% | now 100% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,648 → now 1,648 | 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 | 1,648 | 426.9M | $35.0B | 89.1% |
| 2026 Q1 | 1,576 | 410.4M | $28.8B | 85.7% |
| 2025 Q4 | 1,571 | 423.4M | $30.8B | 88.4% |
| 2025 Q3 | 1,558 | 418.0M | $34.1B | 87.2% |
| 2025 Q2 | 1,518 | 425.3M | $31.9B | 88.8% |
| 2025 Q1 | 1,531 | 428.6M | $31.8B | 89.5% |
| 2024 Q4 | 1,561 | 432.2M | $32.6B | 90.2% |
| 2024 Q3 | 1,493 | 426.5M | $32.6B | 89.0% |
| 2024 Q2 | 1,437 | 420.3M | $29.5B | 87.7% |
| 2024 Q1 | 1,484 | 417.9M | $32.9B | 87.2% |
| 2023 Q4 | 1,460 | 421.0M | $30.0B | 87.9% |
| 2023 Q3 | 1,361 | 417.8M | $26.8B | 87.2% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Dibadj Ali | director | 2026-09-30 | A-Award | 350 | $0.03M | 17,331 |
| Paul Alison Kenney | director | 2026-09-30 | A-Award | 105 | $0.01M | 12,994 |
| Brutto Daniel J | director | 2026-09-30 | A-Award | 63 | $0.00M | 38,793 |
| Glasscock Larry C | director | 2026-09-30 | A-Award | 334 | $0.03M | 105,171 |
| Phillips Ronald L | EVP and CHRO | 2026-09-14 | SELL | 57 | $0.00M | 49,646 |
| Higgs Stephen Dale | SVP | 2026-09-11 | TAX W/H | 176 | $0.01M | 23,709 |
| Keller Gregory Scott | EVP | 2026-09-11 | TAX W/H | 62 | $0.01M | 38,673 |
| Garrett Brenna C | SVP, CCO | 2026-09-11 | TAX W/H | 47 | $0.00M | 18,415 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 6 | 15,525 | $1.3M | Counted |
| P — Open-market purchases | 1 | 13,304 | $1.0M | Counted |
| M — Exercises (paired A/D) | 3 | 14,595 | $1.1M | None — mechanics |
| F — Tax withholding | 28 | 49,431 | $4.1M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-09-14 | Phillips Ronald L | 57 | $0.0M |
| 2026-09-11 | Phillips Ronald L | 960 | $0.1M |
| 2026-08-24 | Phillips Ronald L | 506 | $0.0M |
| 2026-08-21 | Phillips Ronald L | 7,350 | $0.6M |
| Trailing 12 mo | 17 filings | 322,085 | $27M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.51% | 36.0M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.60% | 26.9M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-02-05 | SCHEDULE 13G/A | BlackRock, Inc. | 7.70% | 38.0M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-22 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-06-02 | 2026-07-08 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2020-12-31 | 2021-01-12 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2020-12-31 | 2021-01-11 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2020-12-31 | 2021-01-11 |
| Manager | Shares | Value |
|---|---|---|
| Ninety One Uk Ltd | 2.1M | $166M |
| Fort Washington Investment Advisor | 656,205 | $51M |
| Gem Asset Management, Llc | 370,623 | $29M |
| Professional Advisory Services Inc | 289,876 | $23M |
| Schaper Benz & Wise Investment Cou | 254,578 | $20M |
| Wealth Enhancement Advisory Servic | 197,122 | $15M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $1.2B |
| VTI | 0.1% | $1.2B |
| VTSAX | 0.1% | $1.2B |
| VSMPX | 0.1% | $1.2B |
| VFIAX | 0.1% | $980M |
| VFFSX | 0.1% | $980M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 4.0M | 53 sh |
| Incr Intelligent Cross Llc | 3.6M | 56 sh |
| Ebxl Level Ats | 2.5M | 28 sh |
| Sgmt Sigma X2 | 2.4M | 58 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.3M | 52 sh |
| Mlix Instinct X | 1.5M | 86 sh |
| Region | Revenue | Share |
|---|---|---|
| U.S. Foodservice Operations | $58.8B | 70% |
| International Foodservice Operations | $16.0B | 19% |
| Sygma | $8.6B | 10% |
Moat score 63/100 — Narrow; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Kevin Hourican | Chief Executive Officer & Chairman |
| Jennifer Kaplan Schott | Executive Vice President, Chief Legal Officer & Secretary |
| Greg D. Bertrand | Non-Executive Officer Senior Advisor |
| Ronald L. Phillips | Executive VP & Chief Human Resources Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | +33.8% | +11.2% | +3.3% | +3.2% | +3.9% |
| Gross profit | +31.7% | +13.3% | +4.7% | +2.5% | +4.5% |
| Operating income | +62.1% | +29.5% | +5.4% | -3.6% | +0.2% |
| Net income | +159.2% | +30.2% | +10.5% | -6.5% | -3.9% |
| $B · FY ends | FY22 | FY23 | FY24 | FY25 | FY26 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 68.6 | 76.3 | 78.8 | 81.4 | 84.6 | |
| Cost of revenue | 56.3 | 62.4 | 64.2 | 66.4 | 68.9 | |
| Gross profit | 12.3 | 14.0 | 14.6 | 15.0 | 15.6 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 9.8 | 10.8 | 11.1 | 11.4 | 0.0 | |
| Operating income | 2.3 | 3.0 | 3.2 | 3.1 | 3.1 | |
| EBITDA | 3.3 | 3.7 | 4.2 | 4.1 | 4.1 | |
| D&A | 0.9 | 0.9 | 1.0 | 1.1 | 1.1 | |
| Pretax income | 1.7 | 2.3 | 2.6 | 2.4 | 2.3 | |
| Income tax | 0.4 | 0.5 | 0.6 | 0.6 | 0.5 | |
| Net income | 1.4 | 1.8 | 2.0 | 1.8 | 1.8 | |
| Diluted EPS ($) | 2.64 | 3.47 | 3.89 | 3.73 | 3.66 | |
| Diluted shares (M) | 514 | 510 | 503 | 490 | 481 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.7 | 0.7 | 1.1 | 1.8 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 5.1 | 5.3 | 5.5 | 5.9 | |
| Total current assets | 10.6 | 11.0 | 12.0 | 13.4 | |
| PP&E (net) | 5.6 | 6.4 | 7.2 | 7.4 | |
| Goodwill + intangibles | 5.5 | 6.3 | 6.3 | 6.2 | |
| Total assets | 22.8 | 24.9 | 26.8 | 28.4 | |
| Accounts payable | 6.0 | 6.3 | 6.5 | 6.6 | |
| Short-term debt | 0.1 | 0.5 | 0.9 | 1.2 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 8.5 | 9.2 | 9.9 | 10.5 | |
| Long-term debt | 10.3 | 11.5 | 12.0 | 12.3 | |
| Total liabilities | 20.8 | 23.0 | 24.9 | 25.7 | |
| Shareholders' equity | 2.0 | 1.9 | 1.9 | 2.7 |
| $B | FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|---|
| Net income | 1.8 | 2.0 | 1.8 | 1.8 | |
| D&A | 0.9 | 1.0 | 1.1 | 1.1 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.1 | |
| Working capital change | (0.2) | (0.2) | (0.4) | (0.0) | |
| Operating cash flow | 2.9 | 3.0 | 2.7 | 2.6 | |
| Capital expenditures | (0.8) | (0.8) | (0.9) | (0.7) | |
| Investing cash flow | (0.8) | (2.0) | (0.7) | (0.7) | |
| Buybacks | (0.5) | (1.2) | (1.2) | (0.2) | |
| Dividends paid | (1.0) | (1.0) | (1.0) | (1.0) | |
| Debt issuance / (repay) | (0.6) | 1.1 | 0.6 | 0.1 | |
| Financing cash flow | (2.1) | (1.0) | (1.6) | (1.2) | |
| Free cash flow | 2.1 | 2.2 | 1.8 | 1.9 |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 92.6% | 104.4% | 101.0% | 99.1% | 78.2% | 75% | |
| ROA | 6.2% | 7.9% | 8.2% | 7.1% | 6.4% | 6.2% | |
| ROIC | 15.3% | 19.0% | 17.3% | 15.3% | 15.1% | 12.4% | |
| Gross margin | 17.9% | 18.3% | 18.5% | 18.4% | 18.5% | 18.5% | |
| Operating margin | 3.4% | 4.0% | 4.1% | 3.8% | 3.7% | 3.7% | |
| Net margin | 2.0% | 2.3% | 2.5% | 2.2% | 2.1% | 2.1% | |
| EBITDA margin | 4.7% | 4.8% | 5.3% | 5.1% | 4.9% | 4.9% | |
| FCF margin | 1.7% | 2.7% | 2.7% | 2.2% | 2.3% | — | |
| VALUATION | |||||||
| P/E | 29.31 | 19.90 | 17.44 | 19.57 | 22.50 | 22.4 | |
| P/B | 28.81 | 17.54 | 18.33 | 19.55 | 14.83 | 14.8 | |
| P/S | 0.58 | 0.46 | 0.43 | 0.44 | 0.47 | 0.48 | |
| P/FCF | 34.38 | 16.98 | 15.80 | 20.09 | 20.40 | 20.9 | |
| EV/EBITDA | 15.49 | 12.34 | 11.11 | 11.90 | 12.79 | 13.0 | |
| EV/Revenue | 0.73 | 0.60 | 0.59 | 0.60 | 0.62 | 0.6 | |
| Earnings yield | 3.4% | 5.0% | 5.7% | 5.1% | 4.4% | 4.46% | |
| FCF yield | 2.9% | 5.9% | 6.3% | 5.0% | 4.9% | 4.79% | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.20 | 1.24 | 1.20 | 1.21 | 1.28 | 1.28 | |
| Quick ratio | 0.69 | 0.72 | 0.69 | 0.70 | 0.77 | 0.77 | |
| Debt / equity | 8.24 | 5.56 | 6.96 | 7.92 | 5.61 | 5.61 | |
| Debt / assets | 51.6% | 48.9% | 52.0% | 54.1% | 52.7% | 52.7% | |
| Net debt / EBITDA | 3.24 | 2.82 | 2.94 | 3.25 | 3.20 | 3.20 | |
| Interest coverage | 3.80 | 5.34 | 5.23 | 4.80 | 4.17 | — | |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 3.16 | 3.40 | 3.30 | 3.15 | 3.07 | 2.98 | |
| Receivables turnover | 15.92 | 15.37 | 15.14 | 15.03 | 14.88 | 14.4 | |
| DSO (days) | 23 | 24 | 24 | 24 | 25 | 25 | |
| DPO (days) | 34 | 34 | 35 | 35 | 35 | 35 | |
| Cash conversion cycle | 15 | 15 | 15 | 16 | 17 | 18 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 33.8% | 11.2% | 3.3% | 3.2% | 3.9% | — | |
| Net income growth | 159.2% | 30.3% | 10.4% | -6.5% | -3.9% | — | |
| EPS growth | 160.5% | 31.5% | 12.9% | -3.7% | -3.3% | — | |
| FCF growth | -19.2% | 79.1% | 4.0% | -17.4% | 8.8% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.65 | 3.48 | 3.93 | 3.78 | 3.66 | 3.67 | |
| Book value / share | 2.69 | 3.95 | 3.74 | 3.79 | 5.55 | 5.56 | |
| Revenue / share | 133.68 | 150.10 | 158.49 | 168.34 | 175.93 | 176.48 | |
| FCF / share | 2.26 | 4.08 | 4.34 | 3.68 | 4.03 | 4.04 | |
| Cash / share | 1.69 | 1.47 | 1.40 | 2.22 | 3.72 | 3.73 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 1.3% | 1.4% | 3.6% | 3.5% | 0.5% | 0.51% | |
| Altman Z-Score | 5.38 | 5.57 | 5.25 | 5.05 | 5.05 | 5.1 | |
| Piotroski F-Score | 8 | 9 | 5 | 6 | 7 | 6/9 | |
| Beneish M-Score | -2.27 | -2.67 | -2.59 | -2.61 | -2.39 | -2.39 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 5.1 | Safe (>2.99) | Safe |
| Income quality | 1.50 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.39 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.77 |
| Interest burden | 0.76 |
| Operating margin | 3.5% |
| Asset turnover | 3.07× |
| Financial leverage | 12.27× |
| = ROE | 78% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.86 |
| Earnings stability | 0.61 |
| Earnings persistence | 0.98 |
| Revenue CAGR 3y | 3.5% |
| EPS CAGR 3y | 1.6% |
| FCF CAGR 3y | -2.2% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| USFD | $22.1B | 30.9 | 16% | 2.6% | +3.8% | 7/9 | +36.0% |
| PFGC | $15.4B | 42.5 | 8% | 0.9% | +7.2% | 7/9 | -2.8% |
| CHEF | $4.6B | 47.7 | 15% | 2.9% | +11.2% | 8/9 | +96.6% |
| ADM | $39.8B | 22.6 | 8% | 4.0% | -0.8% | 6/9 | +32.4% |
| FMX | $43.1B | 23.0 | 31% | 2.4% | -70.9% | 4/9 | — |
| EL | $37.9B | 205.0 | 5% | -3.2% | +5.1% | 7/9 | — |
| KR | $37.6B | 34.4 | 14% | 1.9% | +1.6% | 5/9 | — |
| KVUE | $36.3B | 21.7 | 16% | 11.5% | +1.8% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $84.37B | $84.53B / $84.23B | $4.59 | $4.59 / $4.57 | 9 |
| FY2026 | $84.37B | $84.53B / $84.23B | $4.59 | $4.60 / $4.57 | 9 |
| FY2027 | $89.67B | $93.15B / $87.94B | $5.08 | $5.18 / $5.02 | 7 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $91.00 | +10.7% | 1 |
| Last Quarter | $88.33 | +7.4% | 3 |
| Last Year | $88.72 | +7.9% | 18 |
| All Time | $89.06 | +8.3% | 48 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $78.31 | +3.91 | +4.99% | Above |
| SMA 50 | $80.28 | +1.94 | +2.42% | Above |
| SMA 200 | $79.01 | +3.21 | +4.06% | Above |
| EMA 9 | $79.94 | +2.28 | +2.85% | Above |
| EMA 21 | $79.25 | +2.97 | +3.75% | Above |
| EMA 50 | $79.67 | +2.55 | +3.20% | Above |
| EMA 200 | $78.61 | +3.61 | +4.59% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $82.39 / $82.88 / $83.62 | S1 / S2 | $81.65 / $81.16 |
| Bollinger (20,2) | $75.11 – $81.51 | Squeeze | Off |
| 52-wk range | $66.76 – $89.92 | Off 52-wk high | -8.6% |
| ATR (14) | $1.50 (1.8%) | Historical vol | 17.4% |
| Computed from live weekly prices | SYY | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.47% | 1.83% |
| Best / worst week (1y) | +8.6% / -13.2% | — |
| Max drawdown (5y, monthly) | -57.8% | — |
| 1-week VaR (95%) | -4.2% | — |
| Beta (5y) | 0.63 | 1.00 |
| Reading | SYY | Food Distribution n=143 | Consumer Defensive n=3,080 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +17.9 | -23.5 | -15.7 | -20.5 |
| Trend | +36.4 | -25.9 | -19.0 | -21.3 |
| Momentum | +54.2 | -12.9 | -6.2 | -15.8 |
| Volume | +23.2 | -25.0 | -5.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Kevin P. Hourican Chair of the Board and Chi | $17.9M | 74% equity+incentive |
| Greg D. Bertrand Strategic Advisor and Forme | $5.4M | 68% equity+incentive |
| Kenny K. Cheung Former Executive Vice Presid | $4.9M | 67% equity+incentive |
| Jennifer K. Schott Executive Vice President, | $4.1M | 64% equity+incentive |
| Ronald L. Phillips Executive Vice President | $3.8M | 68% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 60 |
| Social | 62 |
| Governance | 72 |
| Composite ESG | 65 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-16 | Other Events; Exhibits | 8.01,9.01 |
| 2026-09-14 | Other Events; Exhibits | 8.01,9.01 |
| 2026-09-09 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-09-09 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-09-04 | Material Agreement; Financial Obligation; Officer/Director Change; Exh | 1.01,2.03,5.02,9.01 |
| 2026-08-20 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-08-12 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-08-04 | Earnings Release; Exhibits | 2.02,9.01 |
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 · 2021 to 2026 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-03 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-06-27 to 2027-06-27 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 115 rows · 1997 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-09-11 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-02-05 to 2026-04-30 |
| 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.