Rep. Josh Gottheimer
NJ-5 · Democrat
- Trades reported
- 562
- Buys
- 189
- Sales
- 373
- Bought, total range
- $9.8M–$42.8M
- Sold, total range
- $8.8M–$40.4M
- Reported after 45 days
- 1
Most traded
Connections
Committees today: Intelligence, Financial Services.
- 43 trades in industries their committees oversee
- 25 trades followed by company news within 30 days
- 56 trades within 30 days of insider buying or selling
- 75 trades in companies whose PAC gave to their campaign
Company PACs that gave to their campaign (2024 and 2026 election cycles)
- BLK: Blackrock Funds Services Group LLC Political Action Committee (BLACKROCK PAC) gave $15K in 5 gifts (Oct 10, 2023 to Jun 1, 2026). FEC record ↗
- GS: The Goldman Sachs Group, Inc. Political Action Committee gave $14K in 9 gifts (Apr 3, 2023 to May 18, 2026). FEC record ↗
- JNJ: Johnson & Johnson Political Action Committee gave $12K in 8 gifts (May 4, 2023 to Jun 2, 2026). FEC record ↗
- T: At&T Inc. Employee Federal Political Action Committee (AT&T EMPLOYEE FEDERAL PAC) gave $11K in 3 gifts (Mar 3, 2023 to Dec 30, 2025). FEC record ↗
- FICO: Fair Isaac Corporation Political Action Committee (FICO PAC) gave $10K in 2 gifts (Jun 28, 2023 to May 15, 2026). FEC record ↗
- GOOG: Google LLC NETPAC gave $8,500 in 6 gifts (Apr 4, 2023 to Apr 28, 2026). FEC record ↗
- ABT: Abbott Laboratories Employee Political Action Committee gave $7,500 in 2 gifts (Sep 29, 2023 to Sep 30, 2024). FEC record ↗
- HD: The Home Depot Inc. Political Action Committee gave $7,500 in 3 gifts (Oct 2, 2024 to Jan 26, 2026). FEC record ↗
- ABBV: Abbvie Political Action Committee gave $5,000 in 2 gifts (Mar 6, 2023 to Feb 6, 2024). FEC record ↗
- MSFT: Microsoft Corporation Stakeholders Voluntary PAC - MSVPAC gave $4,000 in 2 gifts (Jan 15, 2024 to May 27, 2026). FEC record ↗
- META: Meta Platforms, Inc. PAC gave $3,500 in 3 gifts (Aug 10, 2023 to Jun 30, 2026). FEC record ↗
- GILD: Gilead Sciences Inc Healthcare Policy PAC gave $2,000 in 2 gifts (Mar 23, 2023 to Apr 1, 2024). FEC record ↗
Facts about timing and roles, each with its source. They do not show why anyone traded. How connections are found
Every trade
Amounts are the ranges the law asks for, not exact figures. “Reported … days later” marks trades reported more than 45 days after they happened, past the STOCK Act deadline.
| Stock | Trade | Amount | Traded | Reported | Owner |
|---|---|---|---|---|---|
| MCDMcDonald's Corporation | Sold some | $1,001–$15K | Sep 25, 2026 | Oct 7, 2026 | Joint |
| AMATApplied Materials, Inc.Insiders: 3 sales | Sold | $1,001–$15K | Sep 15, 2026 | Oct 7, 2026 | Joint |
| MSFTMicrosoft CorporationNews 19 days later: Public announcement (Reg FD)Insiders: 10 salesDonations: $4,000 from its PAC | BoughtOptions | $250K–$500K | Aug 14, 2026 | Sep 14, 2026 | Joint |
| MSFTMicrosoft CorporationNews 19 days later: Public announcement (Reg FD)Insiders: 10 salesDonations: $4,000 from its PAC | BoughtOptions | $500K–$1.0M | Aug 14, 2026 | Sep 14, 2026 | Joint |
| MSFTMicrosoft CorporationNews 19 days later: Public announcement (Reg FD)Insiders: 10 salesDonations: $4,000 from its PAC | SoldOptions | $250K–$500K | Aug 14, 2026 | Sep 14, 2026 | Joint |
| MSFTMicrosoft CorporationNews 19 days later: Public announcement (Reg FD)Insiders: 10 salesDonations: $4,000 from its PAC | SoldOptions | $500K–$1.0M | Aug 14, 2026 | Sep 14, 2026 | Joint |
| AMATApplied Materials, Inc.Insiders: 1 sale | Bought | $1,001–$15K | Aug 6, 2026 | Sep 14, 2026 | Joint |
| RSGRepublic Services, Inc. | Bought | $1,001–$15K | Aug 6, 2026 | Sep 14, 2026 | Joint |
| QSRRestaurant Brands International Inc. | Bought | $1,001–$15K | Aug 6, 2026 | Sep 14, 2026 | Joint |
| GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Inte | Bought | $1,001–$15K | Jul 24, 2026 | Aug 10, 2026 | Joint |
| GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Inte | Bought | $1,001–$15K | Jul 24, 2026 | Aug 10, 2026 | Joint |
| GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Inte | Bought | $1,001–$15K | Jul 23, 2026 | Aug 10, 2026 | Joint |
| CCICrown Castle Inc.Committee: Financial ServicesInsiders: 1 sale | Sold | $1,001–$15K | Jul 23, 2026 | Aug 10, 2026 | Joint |
| NICENICE Ltd - American Depositary Shares each representing one | Bought | $1,001–$15K | Jul 20, 2026 | Aug 10, 2026 | Joint |
| SAILSailPoint Technologies Holdings, Inc. | Bought | $1,001–$15K | Jul 20, 2026 | Aug 10, 2026 | Joint |
| GTLSChart Industries, Inc. | Sold | $1,001–$15K | Jul 17, 2026 | Aug 10, 2026 | Joint |
| MNSTMonster Beverage Corporation | Bought | $1,001–$15K | Jul 17, 2026 | Aug 10, 2026 | Joint |
| IBMInternational Business Machines Corporation | Sold | $1,001–$15K | Jul 16, 2026 | Aug 10, 2026 | Joint |
| PANWPalo Alto Networks, Inc. | Bought | $1,001–$15K | Jul 16, 2026 | Aug 10, 2026 | Joint |
| CRWDCrowdStrike Holdings, Inc.Insiders: 619 sales | Bought | $1,001–$15K | Jul 15, 2026 | Aug 10, 2026 | Joint |
| IBMInternational Business Machines Corporation | Sold some | $1,001–$15K | Jul 15, 2026 | Aug 10, 2026 | Joint |
| FNFabrinet | Sold | $1,001–$15K | Jul 14, 2026 | Aug 10, 2026 | Joint |
| NTDOYNintendo Co Ltd ADR | Sold some | $1,001–$15K | Jun 17, 2026 | Jul 7, 2026 | Joint |
| INSMInsmed IncorporatedInsiders: 31 sales | Sold some | $1,001–$15K | Jun 10, 2026 | Jul 7, 2026 | Joint |
| ADCAgree Realty CorporationCommittee: Financial ServicesInsiders: 4 buys | Sold | $1,001–$15K | Jun 1, 2026 | Jul 7, 2026 | Joint |
| BABAAlibaba Group Holding Limited American Depositary Shares eacInsiders: 6 sales | Sold | $1,001–$15K | Jun 1, 2026 | Jul 7, 2026 | Joint |
| BKNGBooking Holdings Inc.Insiders: 4 sales | Sold | $1,001–$15K | Jun 1, 2026 | Jul 7, 2026 | Joint |
| NSRGYNESTLE S.A S/ADR | Sold some | $1,001–$15K | Jun 1, 2026 | Jul 7, 2026 | Joint |
| NVZMYNOVONESIS B UNSP/ADR | Sold | $1,001–$15K | Jun 1, 2026 | Jul 7, 2026 | Joint |
| ABTAbbott LaboratoriesInsiders: 2 buysDonations: $7,500 from its PAC | Sold some | $1,001–$15K | May 27, 2026 | Jun 3, 2026 | Joint |
| INTUIntuit Inc.Insiders: 2 buys, 4 sales | Sold some | $1,001–$15K | May 22, 2026 | Jun 3, 2026 | Joint |
| LITELumentum Holdings Inc. | Bought | $1,001–$15K | May 22, 2026 | Jun 3, 2026 | Joint |
| MUMicron Technology, Inc. | Bought | $1,001–$15K | May 21, 2026 | Jun 3, 2026 | Joint |
| ADIAnalog Devices, Inc.Insiders: 46 sales | Bought | $1,001–$15K | May 19, 2026 | Jun 3, 2026 | Joint |
| MSFTMicrosoft CorporationNews 17 days later: Executive or board changeInsiders: 4 salesDonations: $4,000 from its PAC | SoldOptions | $250K–$500K | May 19, 2026 | Jun 3, 2026 | Joint |
| MSFTMicrosoft CorporationNews 17 days later: Executive or board changeInsiders: 4 salesDonations: $4,000 from its PAC | SoldOptions | $500K–$1.0M | May 19, 2026 | Jun 3, 2026 | Joint |
| MSFTMicrosoft CorporationNews 17 days later: Executive or board changeInsiders: 4 salesDonations: $4,000 from its PAC | BoughtOptions | $250K–$500K | May 19, 2026 | Jun 3, 2026 | Joint |
| MSFTMicrosoft CorporationNews 17 days later: Executive or board changeInsiders: 4 salesDonations: $4,000 from its PAC | BoughtOptions | $500K–$1.0M | May 19, 2026 | Jun 3, 2026 | Joint |
| TPHTri Pointe Homes, Inc. | Sold | $1,001–$15K | May 15, 2026 | Jun 3, 2026 | Joint |
| NSRGYNESTLE S.A S/ADR | Sold some | $1,001–$15K | May 14, 2026 | Jun 3, 2026 | Joint |
| PANWPalo Alto Networks, Inc. | Bought | $1,001–$15K | May 14, 2026 | Jun 3, 2026 | Joint |
| SNDKSandisk Corporation | Bought | $1,001–$15K | May 7, 2026 | Jun 3, 2026 | Joint |
| ABBVAbbVie Inc.Donations: $5,000 from its PAC | Sold | $1,001–$15K | May 5, 2026 | Jun 3, 2026 | Joint |
| AMDAdvanced Micro Devices, Inc.Insiders: 39 sales | Bought | $1,001–$15K | May 5, 2026 | Jun 3, 2026 | Joint |
| NSRGYNESTLE S.A S/ADR | Sold some | $1,001–$15K | May 5, 2026 | Jun 3, 2026 | Joint |
| BRK.BBerkshire Hathaway Inc. NewCommittee: Financial ServicesInsiders: 2 buys, 1 sale | Sold some | $1,001–$15K | May 4, 2026 | Jun 3, 2026 | Joint |
| BRK.BBerkshire Hathaway Inc. NewCommittee: Financial ServicesInsiders: 2 buys, 1 sale | Sold some | $1,001–$15K | May 4, 2026 | Jun 3, 2026 | Joint |
| TWLOTwilio Inc. | Bought | $1,001–$15K | May 4, 2026 | Jun 3, 2026 | Joint |
| FNFabrinet | Bought | $1,001–$15K | May 1, 2026 | Jun 3, 2026 | Joint |
| MMM3M Company | Sold some | $1,001–$15K | Apr 28, 2026 | May 19, 2026 | Joint |
| AMDAdvanced Micro Devices, Inc.Insiders: 37 sales | Bought | $1,001–$15K | Apr 27, 2026 | May 19, 2026 | Joint |
| IBMInternational Business Machines Corporation | Sold some | $1,001–$15K | Apr 24, 2026 | May 19, 2026 | Joint |
| NOWServiceNow, Inc. | Sold | $1,001–$15K | Apr 24, 2026 | May 19, 2026 | Joint |
| AMDAdvanced Micro Devices, Inc.Insiders: 37 sales | Bought | $1,001–$15K | Apr 23, 2026 | May 19, 2026 | Joint |
| GSGoldman Sachs Group, Inc.Committee: Financial ServicesInsiders: 34 buys, 26 salesDonations: $14K from its PAC | Bought | $1,001–$15K | Apr 16, 2026 | May 19, 2026 | Joint |
| FCXFreeport-McMoRan, Inc. | Bought | $1,001–$15K | Apr 15, 2026 | May 19, 2026 | Joint |
| HDBHDFC Bank LimitedCommittee: Financial ServicesInsiders: 4 sales | Sold some | $1,001–$15K | Apr 13, 2026 | May 19, 2026 | Joint |
| IFNNYInfineon Technologies AG | Bought | $1,001–$15K | Apr 13, 2026 | May 19, 2026 | Joint |
| INTAIntapp, Inc. | Bought | $1,001–$15K | Apr 13, 2026 | May 19, 2026 | Joint |
| ALLYAlly Financial Inc. | Sold | $1,001–$15K | Apr 9, 2026 | May 19, 2026 | Joint |
| TAT&T Inc.Donations: $11K from its PAC | Sold | $1,001–$15K | Apr 9, 2026 | May 19, 2026 | Joint |
| DRIDarden Restaurants, Inc.Insiders: 4 sales | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| DLTRDollar Tree, Inc. | Sold | $1,001–$15K | Apr 9, 2026 | May 19, 2026 | Joint |
| FFord Motor Company | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| GSGoldman Sachs Group, Inc.Committee: Financial ServicesInsiders: 34 buys, 22 salesDonations: $14K from its PAC | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| HDHome Depot, Inc.Donations: $7,500 from its PAC | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| MKTXMarketAxess Holdings, Inc. | Sold | $1,001–$15K | Apr 9, 2026 | May 19, 2026 | Joint |
| MLMMartin Marietta Materials, Inc. | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| PFGCPerformance Food Group Company | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| SYFSynchrony Financial | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| TSCOTractor Supply Company | Sold | $15K–$50K | Apr 9, 2026 | May 19, 2026 | Joint |
| VLYValley National Bancorp | Sold | $1,001–$15K | Apr 9, 2026 | May 19, 2026 | Joint |
| CBZCBIZ, Inc.Insiders: 2 buys, 1 sale | Bought | $1,001–$15K | Apr 6, 2026 | May 19, 2026 | Joint |
| FWRGFirst Watch Restaurant Group, Inc.Insiders: 14 sales | Bought | $1,001–$15K | Apr 6, 2026 | May 19, 2026 | Joint |
| NTESNetEase, Inc. - American Depositary Shares, each representin | Bought | $1,001–$15K | Apr 6, 2026 | May 19, 2026 | Joint |
| MSFTMicrosoft CorporationInsiders: 1 saleDonations: $4,000 from its PAC | BoughtOptions | $50K–$100K | Mar 25, 2026 | Apr 8, 2026 | Joint |
| MSFTMicrosoft CorporationInsiders: 1 saleDonations: $4,000 from its PAC | BoughtOptions | $500K–$1.0M | Mar 25, 2026 | Apr 8, 2026 | Joint |
| CCICrown Castle Inc.Committee: Financial ServicesInsiders: 2 sales | Sold some | $1,001–$15K | Mar 24, 2026 | Apr 8, 2026 | Joint |
| XNGSYEEN ENERGY HLDGS UNSP/ADR | Sold some | $1,001–$15K | Mar 24, 2026 | Apr 8, 2026 | Joint |
| FNFabrinet | Bought | $1,001–$15K | Mar 24, 2026 | Apr 8, 2026 | Joint |
| ALCAlcon Inc. | Sold | $1,001–$15K | Mar 12, 2026 | Apr 8, 2026 | Joint |
| HDBHDFC Bank LimitedCommittee: Financial ServicesInsiders: 1 sale | Sold some | $1,001–$15K | Mar 12, 2026 | Apr 8, 2026 | Joint |
| IFNNYInfineon Technologies AG | Sold | $1,001–$15K | Mar 12, 2026 | Apr 8, 2026 | Joint |
| INTAIntapp, Inc. | Sold | $1,001–$15K | Mar 12, 2026 | Apr 8, 2026 | Joint |
| LZBLa-Z-Boy Incorporated | Sold | $1,001–$15K | Mar 12, 2026 | Apr 8, 2026 | Joint |
| SESea Limited American Depositary Shares, each representing on | Bought | $1,001–$15K | Mar 10, 2026 | Apr 8, 2026 | Joint |
| NOWServiceNow, Inc. | Bought | $1,001–$15K | Mar 6, 2026 | Apr 8, 2026 | Joint |
| APDAir Products and Chemicals, Inc.Insiders: 1 sale | Bought | $1,001–$15K | Mar 5, 2026 | Apr 8, 2026 | Joint |
| CBZCBIZ, Inc.Insiders: 2 buys, 1 sale | Sold | $1,001–$15K | Mar 5, 2026 | Apr 8, 2026 | Joint |
| COLBColumbia Banking System, Inc. | Sold | $1,001–$15K | Mar 5, 2026 | Apr 8, 2026 | Joint |
| FWRGFirst Watch Restaurant Group, Inc.Insiders: 14 sales | Sold | $1,001–$15K | Mar 5, 2026 | Apr 8, 2026 | Joint |
| NTESNetEase, Inc. - American Depositary Shares, each representin | Sold some | $1,001–$15K | Mar 5, 2026 | Apr 8, 2026 | Joint |
| PHRPhreesia, Inc. | Sold | $1,001–$15K | Mar 5, 2026 | Apr 8, 2026 | Joint |
| IFNNYInfineon Technologies AG | Bought | $1,001–$15K | Feb 27, 2026 | Mar 16, 2026 | Joint |
| PANWPalo Alto Networks, Inc. | Sold | $1,001–$15K | Feb 27, 2026 | Mar 16, 2026 | Joint |
| FSSFederal Signal Corporation | Bought | $1,001–$15K | Feb 26, 2026 | Mar 16, 2026 | Joint |
| INTUIntuit Inc.Insiders: 3 sales | Sold some | $1,001–$15K | Feb 20, 2026 | Mar 16, 2026 | Joint |
| CVNACarvana Co.Insiders: 69 sales | Sold some | $1,001–$15K | Feb 18, 2026 | Mar 16, 2026 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Feb 18, 2026 | Mar 16, 2026 | Joint |
| CMICummins Inc.Insiders: 25 sales | Bought | $1,001–$15K | Feb 5, 2026 | Mar 16, 2026 | Joint |
| GEVGE Vernova Inc.Insiders: 1 sale | Bought | $1,001–$15K | Feb 5, 2026 | Mar 16, 2026 | Joint |
| UNHUnitedHealth Group Incorporated | Bought | $1,001–$15K | Feb 5, 2026 | Mar 16, 2026 | Joint |
| NETCloudflare, Inc. | Sold | $1,001–$15K | Feb 4, 2026 | Mar 16, 2026 | Joint |
| XOMExxon Mobil Corporation | Bought | $1,001–$15K | Feb 4, 2026 | Mar 16, 2026 | Joint |
| FICOFair Isaac CorporationInsiders: 2 salesDonations: $10K from its PAC | Sold | $1,001–$15K | Feb 4, 2026 | Mar 16, 2026 | Joint |
| MRKMerck & Company, Inc. | Bought | $1,001–$15K | Feb 4, 2026 | Mar 16, 2026 | Joint |
| XOMExxon Mobil Corporation | Bought | $1,001–$15K | Feb 2, 2026 | Mar 16, 2026 | Joint |
| MSFTMicrosoft CorporationInsiders: 1 buyDonations: $4,000 from its PAC | Sold some | $1,001–$15K | Feb 2, 2026 | Mar 16, 2026 | Joint |
| MNSTMonster Beverage Corporation | Bought | $1,001–$15K | Feb 2, 2026 | Mar 16, 2026 | Joint |
| NOWServiceNow, Inc. | Sold | $1,001–$15K | Jan 30, 2026 | Feb 26, 2026 | Joint |
| UBERUber Technologies, Inc. | Sold some | $1,001–$15K | Jan 30, 2026 | Feb 26, 2026 | Joint |
| GILDGilead Sciences, Inc.Insiders: 12 salesDonations: $2,000 from its PAC | Bought | $1,001–$15K | Jan 27, 2026 | Feb 26, 2026 | Joint |
| ICEIntercontinental Exchange Inc.Committee: Financial ServicesInsiders: 23 sales | Bought | $1,001–$15K | Jan 26, 2026 | Feb 26, 2026 | Joint |
| NSRGYNESTLE S.A S/ADR | Sold some | $1,001–$15K | Jan 26, 2026 | Feb 26, 2026 | Joint |
| SNDRSchneider National, Inc. | Sold | $1,001–$15K | Jan 26, 2026 | Feb 26, 2026 | Joint |
| NOWServiceNow, Inc. | Sold some | $1,001–$15K | Dec 17, 2025 | Jan 14, 2026 | Joint |
| LNGCheniere Energy, Inc. | Sold | $1,001–$15K | Dec 12, 2025 | Jan 14, 2026 | Joint |
| UBERUber Technologies, Inc. | Sold some | $1,001–$15K | Dec 11, 2025 | Jan 14, 2026 | Joint |
| APDAir Products and Chemicals, Inc. | Sold some | $15K–$50K | Dec 8, 2025 | Jan 14, 2026 | Joint |
| UTZUtz Brands Inc | Sold | $1,001–$15K | Dec 8, 2025 | Jan 14, 2026 | Joint |
| CVLTCommvault Systems, Inc.Insiders: 11 sales | Sold | $1,001–$15K | Dec 5, 2025 | Jan 14, 2026 | Joint |
| MTHRYM3 INC UNSP/ADR | Sold | $1,001–$15K | Dec 5, 2025 | Jan 14, 2026 | Joint |
| SESea Limited American Depositary Shares, each representing on | Sold | $1,001–$15K | Dec 5, 2025 | Jan 14, 2026 | Joint |
| SSMXYSYSMEX CORP UNSP/ASDR | Sold some | $1,001–$15K | Dec 5, 2025 | Jan 14, 2026 | Joint |
| DASTYDASSAULT SYSTEMES SA ADR | Sold some | $1,001–$15K | Nov 21, 2025 | Dec 29, 2025 | Joint |
| BHPBHP Group Limited American Depositary Shares | Sold | $1,001–$15K | Nov 19, 2025 | Dec 29, 2025 | Joint |
| EWEdwards Lifesciences CorporationInsiders: 13 sales | Sold | $1,001–$15K | Nov 19, 2025 | Dec 29, 2025 | Joint |
| FISFidelity National Information Services, Inc. | Sold | $15K–$50K | Nov 19, 2025 | Dec 29, 2025 | Joint |
| HDHome Depot, Inc.Insiders: 2 salesDonations: $7,500 from its PAC | Sold | $1,001–$15K | Nov 19, 2025 | Dec 29, 2025 | Joint |
| HUBSHubSpot, Inc.Insiders: 3 sales | Sold | $1,001–$15K | Nov 19, 2025 | Dec 29, 2025 | Joint |
| KKRKKR & Co. Inc.Committee: Financial Services | Sold | $1,001–$15K | Nov 19, 2025 | Dec 29, 2025 | Joint |
| CSWCSW Industrials, Inc. | Bought | $1,001–$15K | Nov 17, 2025 | Dec 29, 2025 | Joint |
| MMM3M Company | Sold some | $1,001–$15K | Oct 20, 2025 | Nov 17, 2025 | Joint |
| NTESNetEase, Inc. - American Depositary Shares, each representin | Bought | $1,001–$15K | Oct 17, 2025 | Nov 17, 2025 | Joint |
| NICENICE Ltd - American Depositary Shares each representing one | Bought | $1,001–$15K | Oct 17, 2025 | Nov 17, 2025 | Joint |
| ICEIntercontinental Exchange Inc.Committee: Financial ServicesInsiders: 1 sale | Sold | $1,001–$15K | Oct 16, 2025 | Nov 17, 2025 | Joint |
| MTHRYM3 INC UNSP/ADR | Bought | $1,001–$15K | Sep 30, 2025 | Oct 15, 2025 | Joint |
| CVLTCommvault Systems, Inc. | Bought | $1,001–$15K | Sep 23, 2025 | Oct 15, 2025 | Joint |
| BWINThe Baldwin Insurance Group, Inc.Committee: Financial Services | Sold | $1,001–$15K | Sep 23, 2025 | Oct 15, 2025 | Joint |
| DEODiageo plc | Sold | $1,001–$15K | Sep 22, 2025 | Oct 15, 2025 | Joint |
| IRTIndependence Realty Trust, Inc.Committee: Financial Services | Bought | $1,001–$15K | Sep 22, 2025 | Oct 15, 2025 | Joint |
| NTRANatera, Inc. | Bought | $1,001–$15K | Sep 22, 2025 | Oct 15, 2025 | Joint |
| SSMXYSYSMEX CORP UNSP/ASDR | Bought | $1,001–$15K | Sep 22, 2025 | Oct 15, 2025 | Joint |
| TNDMTandem Diabetes Care, Inc. | Bought | $1,001–$15K | Sep 22, 2025 | Oct 15, 2025 | Joint |
| TTDThe Trade Desk, Inc. | Sold | $1,001–$15K | Sep 11, 2025 | Oct 15, 2025 | Joint |
| ISRGIntuitive Surgical, Inc. | Sold some | $1,001–$15K | Sep 3, 2025 | Oct 15, 2025 | Joint |
| NTRANatera, Inc. | Bought | $1,001–$15K | Aug 22, 2025 | Sep 5, 2025 | Joint |
| SSMXYSYSMEX CORP UNSP/ASDR | Sold some | $1,001–$15K | Aug 21, 2025 | Sep 5, 2025 | Joint |
| IBMInternational Business Machines Corporation | Sold some | $1,001–$15K | Aug 12, 2025 | Sep 5, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Aug 12, 2025 | Sep 5, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Aug 1, 2025 | Sep 5, 2025 | Joint |
| WMTWalmart Inc. | Sold some | $1,001–$15K | Jul 28, 2025 | Aug 11, 2025 | Joint |
| IBMInternational Business Machines Corporation | Sold some | $1,001–$15K | Jul 25, 2025 | Aug 11, 2025 | Joint |
| NTRANatera, Inc. | Sold some | $1,001–$15K | Jul 22, 2025 | Aug 11, 2025 | Joint |
| ABTAbbott LaboratoriesDonations: $7,500 from its PAC | Sold some | $1,001–$15K | Jul 18, 2025 | Aug 11, 2025 | Joint |
| IRTIndependence Realty Trust, Inc.Committee: Financial Services | Sold | $1,001–$15K | Jul 16, 2025 | Aug 11, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Jul 14, 2025 | Aug 11, 2025 | Joint |
| SWTXSpringWorks Therapeutics, Inc. | Sold | $1,001–$15K | Jul 2, 2025 | Aug 11, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Jun 26, 2025 | Jul 16, 2025 | Joint |
| AVGOBroadcom Inc. | Bought | $1,001–$15K | Jun 25, 2025 | Jul 16, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Jun 25, 2025 | Jul 16, 2025 | Joint |
| COPConocoPhillips | Sold some | $1,001–$15K | Jun 24, 2025 | Jul 16, 2025 | Joint |
| NVDANVIDIA Corporation | Bought | $1,001–$15K | Jun 24, 2025 | Jul 16, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Jun 24, 2025 | Jul 16, 2025 | Joint |
| CVNACarvana Co. | Bought | $1,001–$15K | Jun 20, 2025 | Jul 16, 2025 | Joint |
| NETCloudflare, Inc. | Bought | $1,001–$15K | Jun 20, 2025 | Jul 16, 2025 | Joint |
| MCDMcDonald's Corporation | Sold some | $1,001–$15K | Jun 20, 2025 | Jul 16, 2025 | Joint |
| VVisa Inc. | Sold some | $1,001–$15K | Jun 20, 2025 | Jul 16, 2025 | Joint |
| INSMInsmed Incorporated | Bought | $1,001–$15K | Jun 16, 2025 | Jul 16, 2025 | Joint |
| CBChubb LimitedCommittee: Financial Services | Bought | $1,001–$15K | Jun 13, 2025 | Jul 16, 2025 | Joint |
| TSLATesla, Inc.News 27 days later: Quarterly results | Sold some | $1,001–$15K | Jun 5, 2025 | Jul 16, 2025 | Joint |
| CRMSalesforce, Inc. | Sold | $1,001–$15K | Jun 4, 2025 | Jul 16, 2025 | Joint |
| UNPUnion Pacific Corporation | Sold | $1,001–$15K | Jun 4, 2025 | Jul 16, 2025 | Joint |
| AKAMAkamai Technologies, Inc. | Sold | $1,001–$15K | Jun 3, 2025 | Jul 16, 2025 | Joint |
| FISFidelity National Information Services, Inc. | Sold | $1,001–$15K | Jun 3, 2025 | Jul 16, 2025 | Joint |
| PFEPfizer, Inc. | Sold | $1,001–$15K | Jun 3, 2025 | Jul 16, 2025 | Joint |
| TSLATesla, Inc. | Bought | $1,001–$15K | May 29, 2025 | Jun 11, 2025 | Joint |
| APPApplovin Corporation | Bought | $1,001–$15K | May 28, 2025 | Jun 11, 2025 | Joint |
| GLWCorning Incorporated | Bought | $1,001–$15K | May 28, 2025 | Jun 11, 2025 | Joint |
| UPSUnited Parcel Service, Inc. | Sold some | $1,001–$15K | May 28, 2025 | Jun 11, 2025 | Joint |
| TSLATesla, Inc. | Bought | $1,001–$15K | May 27, 2025 | Jun 11, 2025 | Joint |
| SESea Limited American Depositary Shares, each representing on | Bought | $1,001–$15K | May 23, 2025 | Jun 11, 2025 | Joint |
| ZTOZTO Express | Sold | $1,001–$15K | May 23, 2025 | Jun 11, 2025 | Joint |
| ABBVAbbVie Inc.Donations: $5,000 from its PAC | Bought | $1,001–$15K | May 22, 2025 | Jun 11, 2025 | Joint |
| ASMLASML Holding N.V. - New York Registry Shares | Bought | $1,001–$15K | May 22, 2025 | Jun 11, 2025 | Joint |
| GLWCorning Incorporated | Bought | $1,001–$15K | May 22, 2025 | Jun 11, 2025 | Joint |
| MSFTMicrosoft CorporationInsiders: 1 buy, 2 salesDonations: $4,000 from its PAC | Bought | $1,001–$15K | May 22, 2025 | Jun 11, 2025 | Joint |
| CRMSalesforce, Inc. | Bought | $1,001–$15K | May 22, 2025 | Jun 11, 2025 | Joint |
| TELTE Connectivity plc | Bought | $1,001–$15K | May 22, 2025 | Jun 11, 2025 | Joint |
| MSFTMicrosoft CorporationInsiders: 1 buy, 2 salesDonations: $4,000 from its PAC | Bought | $1,001–$15K | May 21, 2025 | Jun 11, 2025 | Joint |
| TSLATesla, Inc.News 0 days later: Executive or board change | Bought | $1,001–$15K | May 16, 2025 | Jun 11, 2025 | Joint |
| TSLATesla, Inc.News 1 day later: Executive or board change | Bought | $1,001–$15K | May 15, 2025 | Jun 11, 2025 | Joint |
| UBERUber Technologies, Inc. | Bought | $1,001–$15K | May 15, 2025 | Jun 11, 2025 | Joint |
| CLPBYCOLOPLAST AS SP/ADR | Sold | $1,001–$15K | May 14, 2025 | Jun 11, 2025 | Joint |
| FIFiserv, Inc. | Sold | $1,001–$15K | May 14, 2025 | Jun 11, 2025 | Joint |
| GILDGilead Sciences, Inc.Donations: $2,000 from its PAC | Sold | $1,001–$15K | May 14, 2025 | Jun 11, 2025 | Joint |
| UNICYUNICHARM CORP S/ADR | Sold some | $1,001–$15K | May 14, 2025 | Jun 11, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | May 13, 2025 | Jun 11, 2025 | Joint |
| GOOGAlphabet Inc.Donations: $8,500 from its PAC | Sold some | $1,001–$15K | May 8, 2025 | Jun 11, 2025 | Joint |
| LLYEli Lilly and Company | Bought | $1,001–$15K | May 1, 2025 | Jun 11, 2025 | Joint |
| RTXRTX CorporationCommittee: Intelligence | Bought | $1,001–$15K | Apr 23, 2025 | May 14, 2025 | Joint |
| LNGCheniere Energy, Inc. | Bought | $1,001–$15K | Apr 22, 2025 | May 14, 2025 | Joint |
| DHID.R. Horton, Inc. | Bought | $1,001–$15K | Apr 21, 2025 | May 14, 2025 | Joint |
| HDHome Depot, Inc.Donations: $7,500 from its PAC | Bought | $1,001–$15K | Apr 21, 2025 | May 14, 2025 | Joint |
| KKRKKR & Co. Inc.Committee: Financial Services | Sold some | $1,001–$15K | Apr 21, 2025 | May 14, 2025 | Joint |
| TLKPT Telekomunikasi Indonesia, Tbk | Bought | $1,001–$15K | Apr 21, 2025 | May 14, 2025 | Joint |
| TTNDYTECHTRONIC INDUS LTD ADR | Bought | $1,001–$15K | Apr 21, 2025 | May 14, 2025 | Joint |
| TPHTri Pointe Homes, Inc. | Bought | $1,001–$15K | Apr 21, 2025 | May 14, 2025 | Joint |
| ABBVAbbVie Inc.Donations: $5,000 from its PAC | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| AEISAdvanced Energy Industries, Inc. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| ASMLASML Holding N.V. - New York Registry Shares | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| CDRECadre Holdings, Inc. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| GLWCorning Incorporated | Sold | $15K–$50K | Apr 17, 2025 | May 14, 2025 | Joint |
| EPACEnerpac Tool Group Corp. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| HLMNHillman Solutions Corp. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| PARPAR Technology Corporation | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| CRMSalesforce, Inc. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| SBUXStarbucks Corporation | Sold some | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| TELTE Connectivity plc | Sold | $15K–$50K | Apr 17, 2025 | May 14, 2025 | Joint |
| THRThermon Group Holdings, Inc. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| TWLOTwilio Inc. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| USPHU.S. Physical Therapy, Inc. | Sold | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| UNPUnion Pacific Corporation | Sold some | $1,001–$15K | Apr 17, 2025 | May 14, 2025 | Joint |
| APPApplovin Corporation | Sold | $1,001–$15K | Apr 16, 2025 | May 14, 2025 | Joint |
| APPApplovin Corporation | Sold | $1,001–$15K | Apr 14, 2025 | May 14, 2025 | Joint |
| BXBlackstone Inc.Committee: Financial Services | Sold some | $1,001–$15K | Apr 14, 2025 | May 14, 2025 | Joint |
| KKRKKR & Co. Inc.Committee: Financial Services | Sold some | $1,001–$15K | Apr 14, 2025 | May 14, 2025 | Joint |
| SMNNYSHIMANO INC UNSP/ADR | Sold | $1,001–$15K | Apr 11, 2025 | May 14, 2025 | Joint |
| ADCAgree Realty CorporationCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| APDAir Products and Chemicals, Inc.Insiders: 1 buy, 1 sale | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| ALIZYALLIANZ SE UNSP/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| GOOGAlphabet Inc.Donations: $8,500 from its PAC | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| ABCBAmeris BancorpCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| APPFAppFolio, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| AAPLApple Inc.News 22 days later: Quarterly results | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| ABGAsbury Automotive Group Inc | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| ATLKYATLAS COPCO AB A S/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| BCPCBalchem Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| BRK.BBerkshire Hathaway Inc. NewCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| BHPBHP Group Limited American Depositary Shares | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| BLKBlackRock, Inc.Committee: Financial ServicesDonations: $15K from its PAC | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CATYCathay General BancorpCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CBZCBIZ, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CENTACentral Garden & Pet Company | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SKYChampion Homes, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CVXChevron Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CHGCYCHUGAI PHARM UNSP/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CINFCincinnati Financial CorporationCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CSCOCisco Systems, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| KOCoca-Cola Company | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| GLWCorning Incorporated | Sold | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CCICrown Castle Inc.Committee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| DASTYDASSAULT SYSTEMES SA ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| DBSDYDBS GROUP HLDGS LTD S/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| DDominion Energy, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| DASHDoorDash, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| FASTFastenal CompanyInsiders: 2 buys | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| FISFidelity National Information Services, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| FMXFomento Economico Mexicano S.A.B. de C.V. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| GMEDGlobus Medical, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| HLNHaleon plc American Depositary Shares | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| HDBHDFC Bank LimitedCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| HMNHorace Mann Educators CorporationCommittee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| HLIHoulihan Lokey, Inc.Committee: Financial Services | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| IDAIDACORP, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| INSMInsmed Incorporated | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| INTAIntapp, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| ISRGIntuitive Surgical, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| JNJJohnson & JohnsonDonations: $12K from its PAC | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| LRLCYL'Oreal Co. American Depositary Shares | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| LOWLowe's Companies, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| MTSIMACOM Technology Solutions Holdings, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| MGYMagnolia Oil & Gas Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| MFCManulife Financial Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| MAMastercard Incorporated | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| MCKMcKesson Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| METAMeta Platforms, Inc.Donations: $3,500 from its PAC | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| NSRGYNESTLE S.A S/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| NFLXNetflix, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| NTDOYNintendo Co Ltd ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| NSCNorfolk Southern Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| NOCNorthrop Grumman Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| NVDANVIDIA CorporationNews 6 days later: Other news | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| PATKPatrick Industries, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| PAYXPaychex, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| PGRProgressive Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| RBCRBC Bearings Incorporated | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| RIORio Tinto Plc | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| RHHBYROCHE HOLDING LTD S/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SAPSAP SE ADS | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SHELShell PLC American Depositary Shares | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SLGNSilgan Holdings Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SONYSony Group Corporation American Depositary Shares | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SPXCSPX Technologies, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| STAGStag Industrial, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SBUXStarbucks Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| STRLSterling Infrastructure, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SFStifel Financial Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| SSMXYSYSMEX CORP UNSP/ASDR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| TELTE Connectivity plc | Sold | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| TCEHYTENCENT HLDGS UNSP/ADR | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| TXNTexas Instruments Incorporated | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| DSGXThe Descartes Systems Group Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| UFPIUFP Industries, Inc. | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| UMBFUMB Financial Corporation | Sold some | $1,001–$15K | Apr 9, 2025 | May 14, 2025 | Joint |
| CHXChampionX Corporation | Sold | $1,001–$15K | Apr 7, 2025 | May 14, 2025 | Joint |
| SCHWCharles Schwab Corporation | Bought | $1,001–$15K | Apr 7, 2025 | May 14, 2025 | Joint |
| MMM3M Company | Bought | $1,001–$15K | Apr 5, 2025 | May 14, 2025 | Joint |
| BABAAlibaba Group Holding Limited American Depositary Shares eac | Bought | $1,001–$15K | Apr 4, 2025 | May 14, 2025 | Joint |
| FIFiserv, Inc. | Bought | $1,001–$15K | Apr 4, 2025 | May 14, 2025 | Joint |
| MSFTMicrosoft CorporationNews 26 days later: Quarterly resultsInsiders: 1 buy, 1 saleDonations: $4,000 from its PAC | BoughtOptions | $50K–$100K | Apr 4, 2025 | May 14, 2025 | Joint |
| ABBVAbbVie Inc.Donations: $5,000 from its PAC | Bought | $1,001–$15K | Apr 3, 2025 | May 14, 2025 | Joint |
| ITCIIntra-Cellular Therapies Inc. | Sold | $1,001–$15K | Apr 3, 2025 | May 14, 2025 | Joint |
| ABBVAbbVie Inc.Donations: $5,000 from its PAC | Bought | $1,001–$15K | Apr 1, 2025 | May 14, 2025 | Joint |
| BRK.BBerkshire Hathaway Inc. NewCommittee: Financial Services | Sold some | $1,001–$15K | Apr 1, 2025 | May 14, 2025 | Joint |
| BLKBlackRock, Inc.Committee: Financial ServicesDonations: $15K from its PAC | Sold some | $1,001–$15K | Apr 1, 2025 | May 14, 2025 | Joint |
| SPOTSpotify Technology S.A. | Sold some | $1,001–$15K | Mar 24, 2025 | Apr 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Mar 24, 2025 | Apr 10, 2025 | Joint |
| AZTAAzenta, Inc. | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| AVGOBroadcom Inc. | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| CHRDChord Energy Corporation | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| CRNXCrinetics Pharmaceuticals, Inc. | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| DHID.R. Horton, Inc. | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| DEODiageo plc | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| DSCSYDISCO CORP UNSP /ADR | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| DAVAEndava plc American Depositary Shares | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| FLYWFlywire Corporation - Voting | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| HDHome Depot, Inc.Donations: $7,500 from its PAC | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| PPBIPacific Premier Bancorp Inc | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| TLKPT Telekomunikasi Indonesia, Tbk | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| NOWServiceNow, Inc. | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| SHOPShopify Inc. - Class A Subordinate Voting Shares | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| SNOWSnowflake Inc. | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| TNDMTandem Diabetes Care, Inc. | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| TTNDYTECHTRONIC INDUS LTD ADR | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| TSLATesla, Inc.News 14 days later: Quarterly results | Sold some | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| TPHTri Pointe Homes, Inc. | Sold | $1,001–$15K | Mar 19, 2025 | Apr 10, 2025 | Joint |
| ITCIIntra-Cellular Therapies Inc. | Sold some | $1,001–$15K | Mar 17, 2025 | Apr 10, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Mar 17, 2025 | Apr 10, 2025 | Joint |
| IFNNYInfineon Technologies AG | Sold some | $1,001–$15K | Mar 14, 2025 | Apr 10, 2025 | Joint |
| APPApplovin Corporation | Bought | $1,001–$15K | Mar 13, 2025 | Apr 10, 2025 | Joint |
| BBVABanco Bilbao Vizcaya Argentaria S.A.Committee: Financial Services | Sold some | $1,001–$15K | Mar 13, 2025 | Apr 10, 2025 | Joint |
| DASHDoorDash, Inc. | Bought | $1,001–$15K | Mar 13, 2025 | Apr 10, 2025 | Joint |
| IFNNYInfineon Technologies AG | Sold | $1,001–$15K | Mar 13, 2025 | Apr 10, 2025 | Joint |
| ASMLASML Holding N.V. - New York Registry Shares | Bought | $1,001–$15K | Mar 12, 2025 | Apr 10, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Mar 11, 2025 | Apr 10, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Mar 10, 2025 | Apr 10, 2025 | Joint |
| FIFiserv, Inc. | Bought | $1,001–$15K | Mar 10, 2025 | Apr 10, 2025 | Joint |
| IBMInternational Business Machines Corporation | Bought | $1,001–$15K | Mar 10, 2025 | Apr 10, 2025 | Joint |
| APDAir Products and Chemicals, Inc.Insiders: 1 buy, 1 sale | Sold some | $1,001–$15K | Mar 7, 2025 | Apr 10, 2025 | Joint |
| GILDGilead Sciences, Inc.Donations: $2,000 from its PAC | Bought | $1,001–$15K | Mar 7, 2025 | Apr 10, 2025 | Joint |
| JNJJohnson & JohnsonDonations: $12K from its PAC | Sold some | $1,001–$15K | Mar 7, 2025 | Apr 10, 2025 | Joint |
| ABTAbbott LaboratoriesDonations: $7,500 from its PAC | Sold some | $1,001–$15K | Mar 6, 2025 | Apr 10, 2025 | Joint |
| AAPLApple Inc. | Sold some | $1,001–$15K | Mar 6, 2025 | Apr 10, 2025 | Joint |
| MAMastercard Incorporated | Sold some | $1,001–$15K | Mar 6, 2025 | Apr 10, 2025 | Joint |
| AAPLApple Inc. | Sold some | $1,001–$15K | Mar 5, 2025 | Apr 10, 2025 | Joint |
| BKNGBooking Holdings Inc. | Bought | $1,001–$15K | Mar 5, 2025 | Apr 10, 2025 | Joint |
| METAMeta Platforms, Inc.Donations: $3,500 from its PAC | Bought | $1,001–$15K | Mar 5, 2025 | Apr 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Mar 5, 2025 | Apr 10, 2025 | Joint |
| BKNGBooking Holdings Inc. | Bought | $1,001–$15K | Mar 4, 2025 | Apr 10, 2025 | Joint |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sold some | $1,001–$15K | Mar 4, 2025 | Apr 10, 2025 | Joint |
| PYPLPayPal Holdings, Inc. | Sold | $1,001–$15K | Mar 3, 2025 | Apr 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Mar 3, 2025 | Apr 10, 2025 | Joint |
| ICEIntercontinental Exchange Inc.Committee: Financial Services | Bought | $1,001–$15K | Mar 18, 2024 | Apr 10, 2025388 days later | Joint |
| GSGoldman Sachs Group, Inc.Committee: Financial ServicesDonations: $14K from its PAC | Sold some | $1,001–$15K | Feb 28, 2025 | Mar 6, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Feb 28, 2025 | Mar 6, 2025 | Joint |
| BXBlackstone Inc.Committee: Financial Services | Sold some | $1,001–$15K | Feb 27, 2025 | Mar 6, 2025 | Joint |
| XYZBlock, Inc. | Sold | $1,001–$15K | Feb 27, 2025 | Mar 6, 2025 | Joint |
| KKRKKR & Co. Inc.Committee: Financial Services | Sold some | $1,001–$15K | Feb 27, 2025 | Mar 6, 2025 | Joint |
| FNAParagon 28, Inc. | Sold | $1,001–$15K | Feb 27, 2025 | Mar 6, 2025 | Joint |
| BXBlackstone Inc.Committee: Financial Services | Sold some | $1,001–$15K | Feb 26, 2025 | Mar 6, 2025 | Joint |
| FIFiserv, Inc. | Bought | $1,001–$15K | Feb 26, 2025 | Mar 6, 2025 | Joint |
| KKRKKR & Co. Inc.Committee: Financial Services | Sold some | $1,001–$15K | Feb 26, 2025 | Mar 6, 2025 | Joint |
| VRTVertiv Holdings, LLC | Sold | $1,001–$15K | Feb 25, 2025 | Mar 6, 2025 | Joint |
| AAPLApple Inc. | Sold some | $1,001–$15K | Feb 24, 2025 | Mar 6, 2025 | Joint |
| HDHome Depot, Inc.Donations: $7,500 from its PAC | Sold some | $1,001–$15K | Feb 24, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | Sold some | $1,001–$15K | Feb 24, 2025 | Mar 6, 2025 | Joint |
| AAPLApple Inc. | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| BRK.BBerkshire Hathaway Inc. NewCommittee: Financial Services | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| SCHWCharles Schwab Corporation | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| CSCOCisco Systems, Inc. | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| DASTYDASSAULT SYSTEMES SA ADR | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| FIFiserv, Inc. | Bought | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| IFNNYInfineon Technologies AG | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| NTDOYNintendo Co Ltd ADR | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| PAYXPaychex, Inc. | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| SNOWSnowflake Inc. | Bought | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| SPOTSpotify Technology S.A. | Sold some | $1,001–$15K | Feb 21, 2025 | Mar 6, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Feb 19, 2025 | Mar 6, 2025 | Joint |
| ICFIICF International, Inc. | Sold | $1,001–$15K | Feb 19, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $500K–$1.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $500K–$1.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $250K–$500K | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $1.0M–$5.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | Sold some | $1.0M–$5.0M | Feb 14, 2025 | Mar 6, 2025 | Joint |
| TSLATesla, Inc. | Sold some | $1,001–$15K | Feb 14, 2025 | Mar 6, 2025 | Joint |
| ABTAbbott LaboratoriesDonations: $7,500 from its PAC | Bought | $1,001–$15K | Feb 13, 2025 | Mar 6, 2025 | Joint |
| DHID.R. Horton, Inc. | Sold some | $1,001–$15K | Feb 13, 2025 | Mar 6, 2025 | Joint |
| PYPLPayPal Holdings, Inc. | Sold some | $1,001–$15K | Feb 13, 2025 | Mar 6, 2025 | Joint |
| TSLATesla, Inc. | Sold some | $1,001–$15K | Feb 13, 2025 | Mar 6, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Feb 13, 2025 | Mar 6, 2025 | Joint |
| BABAAlibaba Group Holding Limited American Depositary Shares eac | Bought | $1,001–$15K | Feb 12, 2025 | Mar 6, 2025 | Joint |
| SHOPShopify Inc. Class A Subordinate Voting Shares | Bought | $1,001–$15K | Feb 12, 2025 | Mar 6, 2025 | Joint |
| DSCSYDISCO CORP UNSP /ADR | Bought | $1,001–$15K | Feb 10, 2025 | Mar 6, 2025 | Joint |
| XNGSYEEN ENERGY HLDGS UNSP/ADR | Sold some | $1,001–$15K | Feb 10, 2025 | Mar 6, 2025 | Joint |
| ABEVAmbev S.A. American Depositary Shares | Sold | $1,001–$15K | Feb 7, 2025 | Mar 6, 2025 | Joint |
| DSCSYDISCO CORP UNSP /ADR | Bought | $1,001–$15K | Feb 7, 2025 | Mar 6, 2025 | Joint |
| XNGSYEEN ENERGY HLDGS UNSP/ADR | Sold some | $1,001–$15K | Feb 7, 2025 | Mar 6, 2025 | Joint |
| ABEVAmbev S.A. American Depositary Shares | Sold some | $1,001–$15K | Feb 6, 2025 | Mar 6, 2025 | Joint |
| AVGOBroadcom Inc. | Bought | $1,001–$15K | Feb 6, 2025 | Mar 6, 2025 | Joint |
| PYPLPayPal Holdings, Inc. | Sold some | $1,001–$15K | Feb 6, 2025 | Mar 6, 2025 | Joint |
| TWLOTwilio Inc. | Bought | $1,001–$15K | Feb 6, 2025 | Mar 6, 2025 | Joint |
| TSLATesla, Inc. | Bought | $1,001–$15K | Feb 5, 2025 | Mar 6, 2025 | Joint |
| TDGTransdigm Group Incorporated | Sold some | $1,001–$15K | Feb 4, 2025 | Mar 6, 2025 | Joint |
| AAPLApple Inc. | Sold some | $1,001–$15K | Feb 3, 2025 | Mar 6, 2025 | Joint |
| XYZBlock, Inc. | Bought | $1,001–$15K | Feb 3, 2025 | Mar 6, 2025 | Joint |
| SHOPShopify Inc. Class A Subordinate Voting Shares | Bought | $1,001–$15K | Feb 3, 2025 | Mar 6, 2025 | Joint |
| SBUXStarbucks Corporation | Bought | $1,001–$15K | Feb 3, 2025 | Mar 6, 2025 | Joint |
| UNPUnion Pacific Corporation | Bought | $1,001–$15K | Feb 3, 2025 | Mar 6, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Feb 3, 2025 | Mar 6, 2025 | Joint |
| BABAAlibaba Group Holding Limited American Depositary Shares eac | Bought | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| ANETArista Networks, Inc. | Sold some | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| ICFIICF International, Inc. | Sold some | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| MAMastercard Incorporated | Bought | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | Sold some | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| TSLATesla, Inc. | Bought | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| TWLOTwilio Inc. | Bought | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Jan 31, 2025 | Feb 10, 2025 | Joint |
| MMM3M Company | Bought | $1,001–$15K | Jan 30, 2025 | Feb 10, 2025 | Joint |
| GLWCorning Incorporated | Bought | $1,001–$15K | Jan 30, 2025 | Feb 10, 2025 | Joint |
| MAMastercard Incorporated | Bought | $1,001–$15K | Jan 30, 2025 | Feb 10, 2025 | Joint |
| TSLATesla, Inc. | Bought | $1,001–$15K | Jan 30, 2025 | Feb 10, 2025 | Joint |
| TTTrane Technologies plc | Sold some | $1,001–$15K | Jan 30, 2025 | Feb 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Jan 30, 2025 | Feb 10, 2025 | Joint |
| ABTAbbott LaboratoriesDonations: $7,500 from its PAC | Bought | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| AVGOBroadcom Inc. | Sold some | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| ETNEaton Corporation, PLC | Sold some | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| ISRGIntuitive Surgical, Inc. | Sold some | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| NVDANVIDIA CorporationNews 28 days later: Quarterly results | Sold some | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| PWRQuanta Services, Inc. | Sold some | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| CRMSalesforce, Inc. | Bought | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| UBERUber Technologies, Inc. | Sold some | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| UNPUnion Pacific Corporation | Bought | $1,001–$15K | Jan 29, 2025 | Feb 10, 2025 | Joint |
| ABTAbbott LaboratoriesDonations: $7,500 from its PAC | Bought | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| ANETArista Networks, Inc. | Sold some | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| AVGOBroadcom Inc. | Sold some | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| NVDANVIDIA CorporationNews 29 days later: Quarterly results | Sold some | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| ORCLOracle Corporation | Sold some | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sold some | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| TSLATesla, Inc.News 1 day later: Quarterly results | Bought | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Jan 28, 2025 | Feb 10, 2025 | Joint |
| ABEVAmbev S.A. American Depositary Shares | Bought | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| CDRECadre Holdings, Inc. | Bought | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| CLPBYCOLOPLAST AS SP/ADR | Bought | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| GLWCorning Incorporated | Bought | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| FICOFair Isaac CorporationDonations: $10K from its PAC | Sold some | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Bought | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| MELIMercadoLibre, Inc. | Sold some | $1,001–$15K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| MRKMerck & Company, Inc. | Sold | $15K–$50K | Jan 27, 2025 | Feb 10, 2025 | Joint |
| ITCIIntra-Cellular Therapies Inc. | Sold some | $1,001–$15K | Jan 24, 2025 | Feb 10, 2025 | Joint |
| JNJJohnson & JohnsonDonations: $12K from its PAC | Bought | $1,001–$15K | Jan 24, 2025 | Feb 10, 2025 | Joint |
| REGNRegeneron Pharmaceuticals, Inc. | Sold | $1,001–$15K | Jan 24, 2025 | Feb 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Jan 24, 2025 | Feb 10, 2025 | Joint |
| ETNEaton Corporation, PLC | Sold some | $1,001–$15K | Jan 23, 2025 | Feb 10, 2025 | Joint |
| TELTE Connectivity plc | Bought | $1,001–$15K | Jan 23, 2025 | Feb 10, 2025 | Joint |
| TTTrane Technologies plc | Sold some | $1,001–$15K | Jan 23, 2025 | Feb 10, 2025 | Joint |
| UBERUber Technologies, Inc. | Sold some | $1,001–$15K | Jan 23, 2025 | Feb 10, 2025 | Joint |
| VVisa Inc. | Bought | $1,001–$15K | Jan 23, 2025 | Feb 10, 2025 | Joint |
| NFLXNetflix, Inc. | Sold some | $1,001–$15K | Jan 22, 2025 | Feb 10, 2025 | Joint |
| ORCLOracle Corporation | Sold some | $1,001–$15K | Jan 22, 2025 | Feb 10, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Jan 22, 2025 | Feb 10, 2025 | Joint |
| MMM3M Company | Bought | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| KOCoca-Cola Company | Bought | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| ISRGIntuitive Surgical, Inc. | Sold some | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| JNJJohnson & JohnsonDonations: $12K from its PAC | Bought | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| MSFTMicrosoft CorporationNews 1 day later: Executive or board changeDonations: $4,000 from its PAC | Sold some | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| ORCLOracle Corporation | Sold some | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| PWRQuanta Services, Inc. | Sold some | $1,001–$15K | Jan 21, 2025 | Feb 10, 2025 | Joint |
| INTAIntapp, Inc. | Sold some | $1,001–$15K | Jan 17, 2025 | Feb 10, 2025 | Joint |
| NVDANVIDIA CorporationNews 0 days later: Other news | Sold some | $1,001–$15K | Jan 17, 2025 | Feb 10, 2025 | Joint |
| PARPAR Technology Corporation | Bought | $1,001–$15K | Jan 17, 2025 | Feb 10, 2025 | Joint |
| BABAAlibaba Group Holding Limited American Depositary Shares eac | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| GOOGAlphabet Inc.Donations: $8,500 from its PAC | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| BRK.BBerkshire Hathaway Inc. NewCommittee: Financial Services | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| KOCoca-Cola Company | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| DHID.R. Horton, Inc. | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| DDominion Energy, Inc. | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| GMABGenmab A/S - American Depositary Shares | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| JNJJohnson & JohnsonDonations: $12K from its PAC | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| MAMastercard Incorporated | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| METAMeta Platforms, Inc.Donations: $3,500 from its PAC | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| MSFTMicrosoft CorporationNews 6 days later: Executive or board changeDonations: $4,000 from its PAC | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| NSRGYNESTLE S.A S/ADR | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| NVDANVIDIA CorporationNews 1 day later: Other news | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| PANWPalo Alto Networks, Inc. | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| TLKPT Telekomunikasi Indonesia, Tbk | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| SHELShell PLC American Depositary Shares | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| TDGTransdigm Group Incorporated | Sold some | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| UNICYUNICHARM CORP S/ADR | Bought | $1,001–$15K | Jan 16, 2025 | Feb 10, 2025 | Joint |
| ISRGIntuitive Surgical, Inc. | Sold some | $1,001–$15K | Jan 10, 2025 | Feb 10, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Jan 8, 2025 | Feb 10, 2025 | Joint |
| SQBlock, Inc. | Bought | $1,001–$15K | Dec 30, 2024 | Jan 14, 2025 | Joint |
| GSGoldman Sachs Group, Inc.Committee: Financial ServicesDonations: $14K from its PAC | Bought | $1,001–$15K | Dec 30, 2024 | Jan 14, 2025 | Joint |
| ABEVAmbev S.A. American Depositary Shares | Sold some | $1,001–$15K | Dec 27, 2024 | Jan 14, 2025 | Joint |
| CDRECadre Holdings, Inc. | Sold | $1,001–$15K | Dec 27, 2024 | Jan 14, 2025 | Joint |
| CLPBYCOLOPLAST AS SP/ADR | Sold | $1,001–$15K | Dec 27, 2024 | Jan 14, 2025 | Joint |
| GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Sold | $1,001–$15K | Dec 27, 2024 | Jan 14, 2025 | Joint |
| ISRGIntuitive Surgical, Inc. | Sold some | $1,001–$15K | Dec 23, 2024 | Jan 14, 2025 | Joint |
| TTTrane Technologies plc | Sold some | $1,001–$15K | Dec 23, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | SoldOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| MSFTMicrosoft CorporationDonations: $4,000 from its PAC | BoughtOptions | $1.0M–$5.0M | Dec 20, 2024 | Jan 14, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Dec 20, 2024 | Jan 14, 2025 | Joint |
| AAPLApple Inc.News 15 days later: Executive or board change | Bought | $1,001–$15K | Dec 19, 2024 | Jan 14, 2025 | Joint |
| NVDANVIDIA CorporationNews 29 days later: Other news | Sold some | $1,001–$15K | Dec 19, 2024 | Jan 14, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Dec 19, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 18, 2024 | Jan 14, 2025 | Joint |
| ORCLOracle Corporation | Sold some | $1,001–$15K | Dec 18, 2024 | Jan 14, 2025 | Joint |
| UBERUber Technologies, Inc. | Sold some | $1,001–$15K | Dec 18, 2024 | Jan 14, 2025 | Joint |
| WMTWalmart Inc. | Bought | $1,001–$15K | Dec 18, 2024 | Jan 14, 2025 | Joint |
| BABAAlibaba Group Holding Limited American Depositary Shares eac | Sold | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| KOCoca-Cola Company | Sold | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| DHID.R. Horton, Inc. | Sold some | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| DDominion Energy, Inc. | Sold some | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| GMABGenmab A/S - American Depositary Shares | Sold | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| NSRGYNESTLE S.A S/ADR | Sold some | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| TLKPT Telekomunikasi Indonesia, Tbk | Sold | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| SHELShell PLC American Depositary Shares | Sold some | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| UNICYUNICHARM CORP S/ADR | Sold | $1,001–$15K | Dec 16, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 13, 2024 | Jan 14, 2025 | Joint |
| CRMSalesforce, Inc. | Bought | $1,001–$15K | Dec 13, 2024 | Jan 14, 2025 | Joint |
| UNPUnion Pacific Corporation | Bought | $1,001–$15K | Dec 13, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 12, 2024 | Jan 14, 2025 | Joint |
| JNJJohnson & JohnsonDonations: $12K from its PAC | Bought | $1,001–$15K | Dec 12, 2024 | Jan 14, 2025 | Joint |
| GWWW.W. Grainger, Inc. | Sold some | $1,001–$15K | Dec 12, 2024 | Jan 14, 2025 | Joint |
| ETNEaton Corporation, PLC | Sold some | $1,001–$15K | Dec 11, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 11, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 10, 2024 | Jan 14, 2025 | Joint |
| LLYEli Lilly and Company | Sold some | $1,001–$15K | Dec 9, 2024 | Jan 14, 2025 | Joint |
| SNPSSynopsys, Inc. | Sold some | $1,001–$15K | Dec 9, 2024 | Jan 14, 2025 | Joint |
| UBERUber Technologies, Inc. | Sold some | $1,001–$15K | Dec 9, 2024 | Jan 14, 2025 | Joint |
| CDRECadre Holdings, Inc. | Bought | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| GBCIGlacier Bancorp, Inc.Committee: Financial Services | Sold some | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| PRIMPrimoris Services Corporation | Sold some | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| PGNYProgyny, Inc. | Sold | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| SPXCSPX Technologies, Inc. | Sold some | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| TXRHTexas Roadhouse, Inc. | Sold some | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| THRThermon Group Holdings, Inc. | Bought | $1,001–$15K | Dec 6, 2024 | Jan 14, 2025 | Joint |
| TTTrane Technologies plc | Sold some | $1,001–$15K | Dec 5, 2024 | Jan 14, 2025 | Joint |
| TSLATesla, Inc.News 30 days later: Quarterly results | Bought | $1,001–$15K | Dec 3, 2024 | Jan 14, 2025 | Joint |
Reports
- Report 20035590 filed Oct 7, 2026 · 2 trades
- Report 20035455 filed Sep 14, 2026 · 7 trades
- Report 20035186 filed Aug 10, 2026 · 13 trades
- Report 20034938 filed Jul 7, 2026 · 7 trades
- Report 20034693 filed Jun 3, 2026 · 20 trades
- Report 20034585 filed May 19, 2026 · 26 trades
- Report 20034305 filed Apr 8, 2026 · 18 trades
- Report 20034130 filed Mar 16, 2026 · 16 trades
- Report 20033930 filed Feb 26, 2026 · 6 trades
- Report 20033756 filed Jan 14, 2026 · 9 trades
- Report 20033576 filed Dec 29, 2025 · 8 trades
- Report 20033398 filed Nov 17, 2025 · 4 trades
- Report 20032246 filed Oct 15, 2025 · 10 trades
- Report 20031032 filed Sep 5, 2025 · 5 trades
- Report 20030848 filed Aug 11, 2025 · 7 trades
- Report 20030621 filed Jul 16, 2025 · 18 trades
- Report 20030462 filed Jun 11, 2025 · 24 trades
- Report 20030338 filed May 14, 2025 · 118 trades
- Report 20029083 filed Apr 10, 2025 · 48 trades
- Report 20027901 filed Mar 6, 2025 · 60 trades
- Report 20026732 filed Feb 10, 2025 · 81 trades
- Report 20026533 filed Jan 14, 2025 · 55 trades
Source: Periodic Transaction Reports filed with the Clerk of the U.S. House of Representatives. Nebula is not affiliated with Congress. This page is not investment advice.