{"id":"20034351","canonicalUrl":"https://copygov.com/filings/20034351","reportingPerson":"Rick Larsen","bioguideId":"L000560","filedDate":"2026-04-15","source":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034351.pdf","extractionStatus":"parsed","transactionCount":11,"purchaseCount":4,"saleCount":5,"optionCount":0,"transactions":[{"id":"house_20034351_1_0","owner":"self","asset":"American Express Company Common Stock (AXP)","ticker":"AXP","assetType":"ST","action":"sale","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_1_1","owner":"self","asset":"American Water Works Company, Inc. Common Stock (AWK)","ticker":"AWK","assetType":"ST","action":"sale","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_1_2","owner":"self","asset":"Broadridge Financial Solutions, Inc. Common Stock (BR)","ticker":"BR","assetType":"ST","action":"sale","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_1_3","owner":"self","asset":"Carrier Global Corporation Common Stock (CARR)","ticker":"CARR","assetType":"ST","action":"purchase","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_1_4","owner":"self","asset":"Caseys General Stores, Inc. - Common Stock (CASY)","ticker":"CASY","assetType":"ST","action":"purchase","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_2_0","owner":"joint","asset":"CNL Healthcare Properties Inc (widely held)","ticker":null,"assetType":"OT","action":"exchange","tradeDate":"2026-03-31","amountMin":1001,"amountMax":15000,"description":"CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange."},{"id":"house_20034351_2_1","owner":"self","asset":"NextEra Energy, Inc. Common Stock (NEE)","ticker":"NEE","assetType":"ST","action":"purchase","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_2_2","owner":"self","asset":"Paychex, Inc. - Common Stock (PAYX)","ticker":"PAYX","assetType":"ST","action":"sale","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"},{"id":"house_20034351_2_3","owner":"joint","asset":"Sonida Senior Living, Inc. Common Stock (SNDA)","ticker":"SNDA","assetType":"ST","action":"sale","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March and the proceeds from the sale were placed in Fixed Income Mutual Funds-based account I already hold. Per requirements, I will report in CY27 on my FDFY26 report which mutual funds proceeds went into."},{"id":"house_20034351_2_4","owner":"joint","asset":"Sonida Senior Living, Inc. Common Stock (SNDA)","ticker":"SNDA","assetType":"ST","action":"exchange","tradeDate":"2026-03-31","amountMin":1001,"amountMax":15000,"description":"CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March. See \"Sale' Transaction on this PTR"},{"id":"house_20034351_2_5","owner":"self","asset":"Westinghouse Air Brake Technologies Corporation Common Stock (WAB)","ticker":"WAB","assetType":"ST","action":"purchase","tradeDate":"2026-04-07","amountMin":1001,"amountMax":15000,"description":"Advisor-driven quarterly rebalancing"}],"interpretation":"A filing records reported transactions. It is not a complete current portfolio, and the reported owner may be the filer, a spouse, a dependent, or a joint account.","availableThrough":"2026-09-14","checkedAt":"2026-09-15T07:25:55.807Z"}