Josh Gottheimer: Stock Purchases and Sales
Filed transactions
- Chamber
- House of Representatives
- Region
- NJ05
- Filed transactions
- 560
- Most recent trade
- 08/14/2026
- Purchases vs. S&P 500 ?Average price move of the securities bought since their respective trade dates, and that of the S&P 500 over exactly the same windows. Every purchase counts the same — the filings state no share counts. The sentence below gives the gap between the two in percentage points.
- +13.1% vs. +18.1%
That puts the securities bought 5.0 percentage points behind the S&P 500.
How this figure is built — and what it is not
This is not the politician's return. It is the price move of the securities bought: for each filed purchase, the price on the trade date, tracked to the filed full sale of the same security — otherwise to the latest available price. Prices include dividends; the S&P 500 runs over exactly the same window. What the filings do not give, this figure cannot know either: amounts are statutory ranges, share counts are missing entirely — which is why every purchase counts the same. Partial sales close no window, options and securities without a ticker stay out, and filings arrive with up to 45 days of delay.
169 of 189 filed purchases are covered. The rest carry no ticker, are options or have no price series — they drop out of the calculation but still count in the denominator. 30% of the covered purchases beat the S&P 500 over the same window.
Prices as of 09/17/2026.
All filed transactions
Full history, most recent trade date first. Scrolls sideways.
| Trade date | Ticker | Security | Direction | Amount range | Price on trade date | Since then vs. S&P 500 | Traded by | Filing date | Filed after |
|---|---|---|---|---|---|---|---|---|---|
| 08/14/2026 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $500,001–$1,000,000 | – | – | joint account | 09/14/2026 | 31 days |
| 08/14/2026 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $250,001–$500,000 | – | – | joint account | 09/14/2026 | 31 days |
| 08/14/2026 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $500,001–$1,000,000 | – | – | joint account | 09/14/2026 | 31 days |
| 08/14/2026 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $250,001–$500,000 | – | – | joint account | 09/14/2026 | 31 days |
| 08/06/2026 | QSR | Restaurant Brands International Inc. Common Shares Stock | Purchase | $1,001–$15,000 | 72.92 $ | – | joint account | 09/14/2026 | 39 days |
| 08/06/2026 | – | Republic Services, Inc. Common | Purchase | $1,001–$15,000 | – | – | joint account | 09/14/2026 | 39 days |
| 08/06/2026 | AMAT | Applied Materials, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 526.92 $ | -13.4% · S&P 500 -0.6% open | joint account | 09/14/2026 | 39 days |
| 07/24/2026 | GOOGN | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock Stock | Purchase | $1,001–$15,000 | 46.16 $ | +4.0% · S&P 500 +3.4% open | joint account | 08/10/2026 | 17 days |
| 07/24/2026 | GOOGM | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock Stock | Purchase | $1,001–$15,000 | 46.23 $ | +4.2% · S&P 500 +3.4% open | joint account | 08/10/2026 | 17 days |
| 07/23/2026 | CCI | Crown Castle Inc. Common Stock Stock | Sale | $1,001–$15,000 | 74.57 $ | – | joint account | 08/10/2026 | 18 days |
| 07/23/2026 | GOOGN | Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock Stock | Purchase | $1,001–$15,000 | 46.23 $ | +3.8% · S&P 500 +3.5% open | joint account | 08/10/2026 | 18 days |
| 07/20/2026 | SAIL | SailPoint Technologies Holdings, Inc. Stock | Purchase | $1,001–$15,000 | 15.22 $ | +13.3% · S&P 500 +3.0% open | joint account | 08/10/2026 | 21 days |
| 07/20/2026 | NICE | NICE Ltd - American Depositary Shares each representing one Ordinary Share Stock | Purchase | $1,001–$15,000 | 101.34 $ | -3.1% · S&P 500 +3.0% open | joint account | 08/10/2026 | 21 days |
| 07/17/2026 | MNST | Monster Beverage Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 97.50 $ | -55.5% · S&P 500 +2.8% open | joint account | 08/10/2026 | 24 days |
| 07/17/2026 | GTLS | Chart Industries, Inc. Stock | Sale | $1,001–$15,000 | 209.90 $ Price from 07/15/2026 | – | joint account | 08/10/2026 | 24 days |
| 07/16/2026 | PANW | Palo Alto Networks, Inc. Stock | Purchase | $1,001–$15,000 | 353.99 $ | -6.6% · S&P 500 +1.8% open | joint account | 08/10/2026 | 25 days |
| 07/16/2026 | IBM | International Business Machines Corporation Common Stock Stock | Sale | $1,001–$15,000 | 219.05 $ | – | joint account | 08/10/2026 | 25 days |
| 07/15/2026 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 211.20 $ | – | joint account | 08/10/2026 | 26 days |
| 07/15/2026 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 206.77 $ | 0.0% · S&P 500 +1.3% open | joint account | 08/10/2026 | 26 days |
| 07/14/2026 | FN | Fabrinet Ordinary Shares Stock | Sale | $1,001–$15,000 | 482.78 $ | – | joint account | 08/10/2026 | 27 days |
| 06/17/2026 | NTDOY | Nintendo Co Ltd ADR Stock | Sale partial sale | $1,001–$15,000 | 11.16 $ | – | joint account | 07/07/2026 | 20 days |
| 06/10/2026 | INSM | Insmed Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 91.88 $ | – | joint account | 07/07/2026 | 27 days |
| 06/01/2026 | NVZMY | NOVONESIS B UNSP/ADR Stock | Sale | $1,001–$15,000 | 57.87 $ | – | joint account | 07/07/2026 | 36 days |
| 06/01/2026 | NSRGY | NESTLE S.A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 98.42 $ | – | joint account | 07/07/2026 | 36 days |
| 06/01/2026 | BKNG | Booking Holdings Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 168.83 $ | – | joint account | 07/07/2026 | 36 days |
| 06/01/2026 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Sale | $1,001–$15,000 | 124.26 $ | – | joint account | 07/07/2026 | 36 days |
| 06/01/2026 | ADC | Agree Realty Corporation Common Stock Stock | Sale | $1,001–$15,000 | 71.97 $ | – | joint account | 07/07/2026 | 36 days |
| 05/27/2026 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | 85.07 $ | – | joint account | 06/03/2026 | 7 days |
| 05/22/2026 | LITE | Lumentum Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 946.90 $ | -2.1% · S&P 500 +2.8% open | joint account | 06/03/2026 | 12 days |
| 05/22/2026 | INTU | Intuit Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 318.53 $ | – | joint account | 06/03/2026 | 12 days |
| 05/21/2026 | MU | Micron Technology, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 761.98 $ | +28.3% · S&P 500 +2.9% open | joint account | 06/03/2026 | 13 days |
| 05/19/2026 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $500,001–$1,000,000 | – | – | joint account | 06/03/2026 | 15 days |
| 05/19/2026 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $250,001–$500,000 | – | – | joint account | 06/03/2026 | 15 days |
| 05/19/2026 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $500,001–$1,000,000 | – | – | joint account | 06/03/2026 | 15 days |
| 05/19/2026 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $250,001–$500,000 | – | – | joint account | 06/03/2026 | 15 days |
| 05/19/2026 | ADI | Analog Devices, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 413.18 $ | -8.3% · S&P 500 +4.4% open | joint account | 06/03/2026 | 15 days |
| 05/15/2026 | TPH | Tri Pointe Homes, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 46.95 $ Price from 05/13/2026 | – | joint account | 06/03/2026 | 19 days |
| 05/14/2026 | PANW | Palo Alto Networks, Inc. Stock | Purchase | $1,001–$15,000 | 238.21 $ | +38.8% · S&P 500 +2.4% open | joint account | 06/03/2026 | 20 days |
| 05/14/2026 | NSRGY | NESTLE S.A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 98.00 $ | – | joint account | 06/03/2026 | 20 days |
| 05/07/2026 | SNDK | Sandisk Corporation - Common Stock When-Issued Stock | Purchase | $1,001–$15,000 | 1,339.96 $ | +20.5% · S&P 500 +4.5% open | joint account | 06/03/2026 | 27 days |
| 05/05/2026 | NSRGY | NESTLE S.A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 99.43 $ | – | joint account | 06/03/2026 | 29 days |
| 05/05/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | 355.26 $ | +45.3% · S&P 500 +5.9% open | joint account | 06/03/2026 | 29 days |
| 05/05/2026 | ABBV | AbbVie Inc. Common Stock Stock | Sale | $1,001–$15,000 | 204.65 $ | – | joint account | 06/03/2026 | 29 days |
| 05/04/2026 | TWLO | Twilio Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 189.67 $ | +19.9% · S&P 500 +6.7% open | joint account | 06/03/2026 | 30 days |
| 05/04/2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | – | – | joint account | 06/03/2026 | 30 days |
| 05/04/2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | – | – | joint account | 06/03/2026 | 30 days |
| 05/01/2026 | FN | Fabrinet Ordinary Shares Stock | Purchase | $1,001–$15,000 | 706.53 $ | -31.7% · S&P 500 +4.6% until sale 07/14/2026 | joint account | 06/03/2026 | 33 days |
| 04/28/2026 | MMM | 3M Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 145.28 $ | – | joint account | 05/19/2026 | 21 days |
| 04/27/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | 334.63 $ | +54.2% · S&P 500 +7.1% open | joint account | 05/19/2026 | 22 days |
| 04/24/2026 | NOW | ServiceNow, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 90.17 $ | – | joint account | 05/19/2026 | 25 days |
| 04/24/2026 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 230.29 $ | – | joint account | 05/19/2026 | 25 days |
| 04/23/2026 | AMD | Advanced Micro Devices, Inc. Stock | Purchase | $1,001–$15,000 | 305.33 $ | +69.0% · S&P 500 +8.2% open | joint account | 05/19/2026 | 26 days |
| 04/16/2026 | GS | Goldman Sachs Group, Inc. Stock | Purchase | $1,001–$15,000 | 896.05 $ | +14.9% · S&P 500 +9.2% open | joint account | 05/19/2026 | 33 days |
| 04/15/2026 | FCX | Freeport-McMoRan, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 68.53 $ | +3.7% · S&P 500 +9.5% open | joint account | 05/19/2026 | 34 days |
| 04/13/2026 | INTA | Intapp, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 21.11 $ | +76.4% · S&P 500 +11.7% open | joint account | 05/19/2026 | 36 days |
| 04/13/2026 | IFNNY | Infineon Technologies AG | Purchase | $1,001–$15,000 | 51.19 $ | +32.0% · S&P 500 +11.7% open | joint account | 05/19/2026 | 36 days |
| 04/13/2026 | HDB | HDFC Bank Limited Common Stock Stock | Sale partial sale | $1,001–$15,000 | 25.98 $ | – | joint account | 05/19/2026 | 36 days |
| 04/09/2026 | VLY | Valley National Bancorp Stock | Sale | $1,001–$15,000 | 13.15 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | TSCO | Tractor Supply Company - Common Stock Stock | Sale | $15,001–$50,000 | 45.27 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | SYF | Synchrony Financial Common Stock Stock | Sale | $15,001–$50,000 | 71.89 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | PFGC | Performance Food Group Company Common Stock Stock | Sale | $15,001–$50,000 | 88.81 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | MLM | Martin Marietta Materials, Inc. Common Stock Stock | Sale | $15,001–$50,000 | 624.61 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | MKTX | MarketAxess Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 171.82 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | HD | Home Depot, Inc. Stock | Sale | $15,001–$50,000 | 337.05 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | GS | Goldman Sachs Group, Inc. Stock | Sale | $15,001–$50,000 | 899.75 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | F | Ford Motor Company Common Stock Stock | Sale | $15,001–$50,000 | 12.09 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | DLTR | Dollar Tree, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 102.60 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | DRI | Darden Restaurants, Inc. Common Stock Stock | Sale | $15,001–$50,000 | 193.28 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | T | AT&T Inc. Stock | Sale | $1,001–$15,000 | 26.21 $ | – | joint account | 05/19/2026 | 40 days |
| 04/09/2026 | ALLY | Ally Financial Inc. Common Stock Stock | Sale | $1,001–$15,000 | 41.23 $ | – | joint account | 05/19/2026 | 40 days |
| 04/06/2026 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Purchase | $1,001–$15,000 | 111.97 $ | +3.3% · S&P 500 +16.3% open | joint account | 05/19/2026 | 43 days |
| 04/06/2026 | FWRG | First Watch Restaurant Group, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 11.36 $ | -0.1% · S&P 500 +16.3% open | joint account | 05/19/2026 | 43 days |
| 04/06/2026 | CBZ | CBIZ, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 28.28 $ | +92.9% · S&P 500 +16.3% open | joint account | 05/19/2026 | 43 days |
| 03/25/2026 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $500,001–$1,000,000 | – | – | joint account | 04/08/2026 | 14 days |
| 03/25/2026 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $50,001–$100,000 | – | – | joint account | 04/08/2026 | 14 days |
| 03/24/2026 | FN | Fabrinet Ordinary Shares Stock | Purchase | $1,001–$15,000 | 600.91 $ | -19.7% · S&P 500 +15.4% until sale 07/14/2026 | joint account | 04/08/2026 | 15 days |
| 03/24/2026 | XNGSY | EEN ENERGY HLDGS UNSP/ADR Stock | Sale partial sale | $1,001–$15,000 | 30.97 $ | – | joint account | 04/08/2026 | 15 days |
| 03/24/2026 | CCI | Crown Castle Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 77.68 $ | – | joint account | 04/08/2026 | 15 days |
| 03/12/2026 | LZB | La-Z-Boy Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 32.70 $ | – | joint account | 04/08/2026 | 27 days |
| 03/12/2026 | INTA | Intapp, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 24.65 $ | – | joint account | 04/08/2026 | 27 days |
| 03/12/2026 | IFNNY | Infineon Technologies AG Stock | Sale | $1,001–$15,000 | 46.12 $ | – | joint account | 04/08/2026 | 27 days |
| 03/12/2026 | HDB | HDFC Bank Limited Common Stock Stock | Sale partial sale | $1,001–$15,000 | 27.52 $ | – | joint account | 04/08/2026 | 27 days |
| 03/12/2026 | ALC | Alcon Inc. Ordinary Shares Stock | Sale | $1,001–$15,000 | 78.12 $ | – | joint account | 04/08/2026 | 27 days |
| 03/10/2026 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Stock | Purchase | $1,001–$15,000 | 89.17 $ | +19.1% · S&P 500 +13.5% open | joint account | 04/08/2026 | 29 days |
| 03/06/2026 | NOW | ServiceNow, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 124.34 $ | -27.5% · S&P 500 +6.5% until sale 04/24/2026 | joint account | 04/08/2026 | 33 days |
| 03/05/2026 | PHR | Phreesia, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 12.08 $ | – | joint account | 04/08/2026 | 34 days |
| 03/05/2026 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Sale partial sale | $1,001–$15,000 | 112.20 $ | – | joint account | 04/08/2026 | 34 days |
| 03/05/2026 | FWRG | First Watch Restaurant Group, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 12.97 $ | – | joint account | 04/08/2026 | 34 days |
| 03/05/2026 | COLB | Columbia Banking System, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 27.65 $ | – | joint account | 04/08/2026 | 34 days |
| 03/05/2026 | CBZ | CBIZ, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 29.19 $ | – | joint account | 04/08/2026 | 34 days |
| 03/05/2026 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 272.93 $ | +6.8% · S&P 500 +12.8% open | joint account | 04/08/2026 | 34 days |
| 02/27/2026 | PANW | Palo Alto Networks, Inc. Stock | Sale | $1,001–$15,000 | 148.92 $ | – | joint account | 03/16/2026 | 17 days |
| 02/27/2026 | IFNNY | Infineon Technologies AG Stock | Purchase | $1,001–$15,000 | 54.02 $ | -14.6% · S&P 500 -2.9% until sale 03/12/2026 | joint account | 03/16/2026 | 17 days |
| 02/26/2026 | FSS | Federal Signal Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 117.31 $ | -2.8% · S&P 500 +11.5% open | joint account | 03/16/2026 | 18 days |
| 02/20/2026 | INTU | Intuit Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 377.70 $ | – | joint account | 03/16/2026 | 24 days |
| 02/18/2026 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 319.64 $ | – | joint account | 03/16/2026 | 26 days |
| 02/18/2026 | CVNA | Carvana Co. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 72.31 $ | – | joint account | 03/16/2026 | 26 days |
| 02/05/2026 | UNH | UnitedHealth Group Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 264.97 $ | +43.1% · S&P 500 +13.4% open | joint account | 03/16/2026 | 39 days |
| 02/05/2026 | GEV | GE Vernova Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 736.71 $ | +29.9% · S&P 500 +13.4% open | joint account | 03/16/2026 | 39 days |
| 02/05/2026 | CMI | Cummins Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 537.15 $ | +3.6% · S&P 500 +13.4% open | joint account | 03/16/2026 | 39 days |
| 02/04/2026 | MRK | Merck & Company, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 116.62 $ | +23.4% · S&P 500 +12.0% open | joint account | 03/16/2026 | 40 days |
| 02/04/2026 | FICO | Fair Isaac Corporation Common Stock Stock | Sale | $1,001–$15,000 | 1,386.88 $ | – | joint account | 03/16/2026 | 40 days |
| 02/04/2026 | XOM | Exxon Mobil Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 145.62 $ | +14.0% · S&P 500 +12.0% open | joint account | 03/16/2026 | 40 days |
| 02/04/2026 | NET | Cloudflare, Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 166.88 $ | – | joint account | 03/16/2026 | 40 days |
| 02/02/2026 | MNST | Monster Beverage Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 81.10 $ | -46.5% · S&P 500 +10.5% open | joint account | 03/16/2026 | 42 days |
| 02/02/2026 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 421.49 $ | – | joint account | 03/16/2026 | 42 days |
| 02/02/2026 | XOM | Exxon Mobil Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 136.56 $ | +21.6% · S&P 500 +10.5% open | joint account | 03/16/2026 | 42 days |
| 01/30/2026 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 80.05 $ | – | joint account | 02/26/2026 | 27 days |
| 01/30/2026 | NOW | ServiceNow, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 117.01 $ | – | joint account | 02/26/2026 | 27 days |
| 01/27/2026 | GILD | Gilead Sciences, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 139.26 $ | +3.2% · S&P 500 +10.5% open | joint account | 02/26/2026 | 30 days |
| 01/26/2026 | SNDR | Schneider National, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 29.72 $ | – | joint account | 02/26/2026 | 31 days |
| 01/26/2026 | NSRGY | NESTLE S.A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 88.83 $ | – | joint account | 02/26/2026 | 31 days |
| 01/26/2026 | ICE | Intercontinental Exchange Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 173.89 $ | -9.5% · S&P 500 +10.9% open | joint account | 02/26/2026 | 31 days |
| 12/17/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 156.48 $ | – | joint account | 01/14/2026 | 28 days |
| 12/12/2025 | LNG | Cheniere Energy, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 188.42 $ | – | joint account | 01/14/2026 | 33 days |
| 12/11/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 85.44 $ | – | joint account | 01/14/2026 | 34 days |
| 12/08/2025 | UTZ | Utz Brands Inc Class A Common Stock Stock | Sale | $1,001–$15,000 | 9.40 $ | – | joint account | 01/14/2026 | 37 days |
| 12/08/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale partial sale | $15,001–$50,000 | 231.44 $ | – | joint account | 01/14/2026 | 37 days |
| 12/05/2025 | SSMXY | SYSMEX CORP UNSP/ASDR Stock | Sale partial sale | $1,001–$15,000 | 9.00 $ | – | joint account | 01/14/2026 | 40 days |
| 12/05/2025 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Stock | Sale | $1,001–$15,000 | 133.99 $ | – | joint account | 01/14/2026 | 40 days |
| 12/05/2025 | MTHRY | M3 INC UNSP/ADR Stock | Sale | $1,001–$15,000 | 6.79 $ | – | joint account | 01/14/2026 | 40 days |
| 12/05/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 120.99 $ | – | joint account | 01/14/2026 | 40 days |
| 11/21/2025 | DASTY | DASSAULT SYSTEMES SA ADR Stock | Sale partial sale | $1,001–$15,000 | 26.65 $ | – | joint account | 12/29/2025 | 38 days |
| 11/19/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Sale | $1,001–$15,000 | 117.06 $ | – | joint account | 12/29/2025 | 40 days |
| 11/19/2025 | HUBS | HubSpot, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 361.90 $ | – | joint account | 12/29/2025 | 40 days |
| 11/19/2025 | HD | Home Depot, Inc. Stock | Sale | $1,001–$15,000 | 327.69 $ | – | joint account | 12/29/2025 | 40 days |
| 11/19/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale | $15,001–$50,000 | 60.35 $ | – | joint account | 12/29/2025 | 40 days |
| 11/19/2025 | EW | Edwards Lifesciences Corporation Common Stock Stock | Sale | $1,001–$15,000 | 86.02 $ | – | joint account | 12/29/2025 | 40 days |
| 11/19/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Sale | $1,001–$15,000 | 52.44 $ | – | joint account | 12/29/2025 | 40 days |
| 11/17/2025 | CSW | CSW Industrials, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 240.60 $ | +25.0% · S&P 500 +15.8% open | joint account | 12/29/2025 | 42 days |
| 10/20/2025 | MMM | 3M Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 152.64 $ | – | joint account | 11/17/2025 | 28 days |
| 10/17/2025 | NICE | NICE Ltd - American Depositary Shares each representing one Ordinary Share Stock | Purchase | $1,001–$15,000 | 129.88 $ | -24.4% · S&P 500 +16.0% open | joint account | 11/17/2025 | 31 days |
| 10/17/2025 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares Stock | Purchase | $1,001–$15,000 | 145.29 $ | -20.4% · S&P 500 +16.0% open | joint account | 11/17/2025 | 31 days |
| 10/16/2025 | ICE | Intercontinental Exchange Inc. Common Stock Stock | Sale | $1,001–$15,000 | 151.85 $ | – | joint account | 11/17/2025 | 32 days |
| 09/30/2025 | MTHRY | M3 INC UNSP/ADR Stock | Purchase | $1,001–$15,000 | 8.01 $ | -15.2% · S&P 500 +2.9% until sale 12/05/2025 | joint account | 10/15/2025 | 15 days |
| 09/23/2025 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 29.83 $ | – | joint account | 10/15/2025 | 22 days |
| 09/23/2025 | CVLT | Commvault Systems, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 191.79 $ | -36.9% · S&P 500 +3.4% until sale 12/05/2025 | joint account | 10/15/2025 | 22 days |
| 09/22/2025 | TNDM | Tandem Diabetes Care, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 13.06 $ | +31.0% · S&P 500 +15.6% open | joint account | 10/15/2025 | 23 days |
| 09/22/2025 | SSMXY | SYSMEX CORP UNSP/ASDR Stock | Purchase | $1,001–$15,000 | 12.20 $ | -4.8% · S&P 500 +15.6% open | joint account | 10/15/2025 | 23 days |
| 09/22/2025 | NTRA | Natera, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 179.19 $ | +83.6% · S&P 500 +15.6% open | joint account | 10/15/2025 | 23 days |
| 09/22/2025 | IRT | Independence Realty Trust, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 16.33 $ | -7.0% · S&P 500 +15.6% open | joint account | 10/15/2025 | 23 days |
| 09/22/2025 | DEO | Diageo plc Common Stock Stock | Sale | $1,001–$15,000 | 92.59 $ | – | joint account | 10/15/2025 | 23 days |
| 09/11/2025 | TTD | The Trade Desk, Inc. - Class A Common Stock Stock | Sale | $1,001–$15,000 | 45.24 $ | – | joint account | 10/15/2025 | 34 days |
| 09/03/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 441.18 $ | – | joint account | 10/15/2025 | 42 days |
| 08/22/2025 | NTRA | Natera, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 165.60 $ | +98.6% · S&P 500 +19.8% open | joint account | 09/05/2025 | 14 days |
| 08/21/2025 | SSMXY | SYSMEX CORP UNSP/ASDR Stock | Sale partial sale | $1,001–$15,000 | 12.72 $ | – | joint account | 09/05/2025 | 15 days |
| 08/12/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 334.68 $ | – | joint account | 09/05/2025 | 24 days |
| 08/12/2025 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 230.46 $ | – | joint account | 09/05/2025 | 24 days |
| 08/01/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 336.68 $ | – | joint account | 09/05/2025 | 35 days |
| 07/28/2025 | WMT | Walmart Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 96.80 $ | – | joint account | 08/11/2025 | 14 days |
| 07/25/2025 | IBM | International Business Machines Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 253.24 $ | – | joint account | 08/11/2025 | 17 days |
| 07/22/2025 | NTRA | Natera, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 139.92 $ | – | joint account | 08/11/2025 | 20 days |
| 07/18/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | 120.88 $ | – | joint account | 08/11/2025 | 24 days |
| 07/16/2025 | IRT | Independence Realty Trust, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 16.55 $ | – | joint account | 08/11/2025 | 26 days |
| 07/14/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 347.74 $ | – | joint account | 08/11/2025 | 28 days |
| 07/02/2025 | SWTX | SpringWorks Therapeutics, Inc. - common stock Stock | Sale | $1,001–$15,000 | 46.99 $ Price from 06/30/2025 | – | joint account | 08/11/2025 | 40 days |
| 06/26/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 343.31 $ | – | joint account | 07/16/2025 | 20 days |
| 06/25/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 342.55 $ | – | joint account | 07/16/2025 | 21 days |
| 06/25/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 262.70 $ | +37.8% · S&P 500 +27.3% open | joint account | 07/16/2025 | 21 days |
| 06/24/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 348.87 $ | – | joint account | 07/16/2025 | 22 days |
| 06/24/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 147.70 $ | +47.8% · S&P 500 +27.4% open | joint account | 07/16/2025 | 22 days |
| 06/24/2025 | COP | ConocoPhillips Common Stock Stock | Sale partial sale | $1,001–$15,000 | 86.52 $ | – | joint account | 07/16/2025 | 22 days |
| 06/20/2025 | V | Visa Inc. Stock | Sale partial sale | $1,001–$15,000 | 335.91 $ | – | joint account | 07/16/2025 | 26 days |
| 06/20/2025 | MCD | McDonald's Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 280.66 $ | – | joint account | 07/16/2025 | 26 days |
| 06/20/2025 | NET | Cloudflare, Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 179.30 $ | -6.9% · S&P 500 +16.1% until sale 02/04/2026 | joint account | 07/16/2025 | 26 days |
| 06/20/2025 | CVNA | Carvana Co. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 63.98 $ | +8.1% · S&P 500 +30.0% open | joint account | 07/16/2025 | 26 days |
| 06/16/2025 | INSM | Insmed Incorporated - Common Stock Stock | Purchase | $1,001–$15,000 | 101.59 $ | +27.4% · S&P 500 +28.6% open | joint account | 07/16/2025 | 30 days |
| 06/13/2025 | CB | Chubb Limited Common Stock Stock | Purchase | $1,001–$15,000 | 283.18 $ | +19.4% · S&P 500 +29.8% open | joint account | 07/16/2025 | 33 days |
| 06/05/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 284.70 $ | – | joint account | 07/16/2025 | 41 days |
| 06/04/2025 | UNP | Union Pacific Corporation Common Stock Stock | Sale | $1,001–$15,000 | 215.97 $ | – | joint account | 07/16/2025 | 42 days |
| 06/04/2025 | CRM | Salesforce, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 260.55 $ | – | joint account | 07/16/2025 | 42 days |
| 06/03/2025 | PFE | Pfizer, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 21.45 $ | – | joint account | 07/16/2025 | 43 days |
| 06/03/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 76.37 $ | – | joint account | 07/16/2025 | 43 days |
| 06/03/2025 | AKAM | Akamai Technologies, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 77.09 $ | – | joint account | 07/16/2025 | 43 days |
| 05/29/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 358.43 $ | +2.0% · S&P 500 +31.4% open | joint account | 06/11/2025 | 13 days |
| 05/28/2025 | UPS | United Parcel Service, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 90.52 $ | – | joint account | 06/11/2025 | 14 days |
| 05/28/2025 | GLW | Corning Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 48.55 $ | +242.7% · S&P 500 +31.9% open | joint account | 06/11/2025 | 14 days |
| 05/28/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 390.26 $ | -17.0% · S&P 500 +31.9% open | joint account | 06/11/2025 | 14 days |
| 05/27/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 362.89 $ | +0.7% · S&P 500 +31.1% open | joint account | 06/11/2025 | 15 days |
| 05/23/2025 | ZTO | ZTO Express Stock | Sale | $1,001–$15,000 | 16.43 $ | – | joint account | 06/11/2025 | 19 days |
| 05/23/2025 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share Stock | Purchase | $1,001–$15,000 | 164.06 $ | -18.3% · S&P 500 +19.1% until sale 12/05/2025 | joint account | 06/11/2025 | 19 days |
| 05/22/2025 | TEL | TE Connectivity plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | 156.73 $ | +35.2% · S&P 500 +32.9% open | joint account | 06/11/2025 | 20 days |
| 05/22/2025 | CRM | Salesforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 280.60 $ | -7.1% · S&P 500 +2.2% until sale 06/04/2025 | joint account | 06/11/2025 | 20 days |
| 05/22/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 451.26 $ | +9.8% · S&P 500 +32.9% open | joint account | 06/11/2025 | 20 days |
| 05/22/2025 | GLW | Corning Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 47.67 $ | +249.1% · S&P 500 +32.9% open | joint account | 06/11/2025 | 20 days |
| 05/22/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | 733.99 $ | +131.4% · S&P 500 +32.9% open | joint account | 06/11/2025 | 20 days |
| 05/22/2025 | ABBV | AbbVie Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 175.53 $ | +16.6% · S&P 500 +25.6% until sale 05/05/2026 | joint account | 06/11/2025 | 20 days |
| 05/21/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Purchase | $1,001–$15,000 | 448.98 $ | +10.4% · S&P 500 +33.0% open | joint account | 06/11/2025 | 21 days |
| 05/16/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 349.98 $ | +4.4% · S&P 500 +30.4% open | joint account | 06/11/2025 | 26 days |
| 05/15/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 90.16 $ | -20.5% · S&P 500 +31.3% open | joint account | 06/11/2025 | 27 days |
| 05/15/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 342.82 $ | +6.6% · S&P 500 +31.3% open | joint account | 06/11/2025 | 27 days |
| 05/14/2025 | UNICY | UNICHARM CORP S/ADR Stock | Sale partial sale | $1,001–$15,000 | 3.81 $ | – | joint account | 06/11/2025 | 28 days |
| 05/14/2025 | GILD | Gilead Sciences, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 95.21 $ | – | joint account | 06/11/2025 | 28 days |
| 05/14/2025 | FI | Fiserv, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 189.86 $ | – | joint account | 06/11/2025 | 28 days |
| 05/14/2025 | CLPBY | COLOPLAST AS SP/ADR Stock | Sale | $1,001–$15,000 | 9.16 $ | – | joint account | 06/11/2025 | 28 days |
| 05/13/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 739.30 $ | – | joint account | 06/11/2025 | 29 days |
| 05/08/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale partial sale | $1,001–$15,000 | 155.12 $ | – | joint account | 06/11/2025 | 34 days |
| 05/01/2025 | LLY | Eli Lilly and Company Common Stock Stock | Purchase | $1,001–$15,000 | 786.91 $ | +41.8% · S&P 500 +38.8% open | joint account | 06/11/2025 | 41 days |
| 04/23/2025 | RTX | RTX Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 117.79 $ | +67.8% · S&P 500 +44.8% open | joint account | 05/14/2025 | 21 days |
| 04/22/2025 | LNG | Cheniere Energy, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 227.09 $ | -17.0% · S&P 500 +30.0% until sale 12/12/2025 | joint account | 05/14/2025 | 22 days |
| 04/21/2025 | TPH | Tri Pointe Homes, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 29.57 $ | +58.8% · S&P 500 +46.1% until sale 05/13/2026 | joint account | 05/14/2025 | 23 days |
| 04/21/2025 | TTNDY | TECHTRONIC INDUS LTD ADR Stock | Purchase | $1,001–$15,000 | 46.49 $ | +74.1% · S&P 500 +50.8% open | joint account | 05/14/2025 | 23 days |
| 04/21/2025 | TLK | PT Telekomunikasi Indonesia, Tbk Stock | Purchase | $1,001–$15,000 | 13.09 $ | +14.1% · S&P 500 +50.8% open | joint account | 05/14/2025 | 23 days |
| 04/21/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 97.15 $ | – | joint account | 05/14/2025 | 23 days |
| 04/21/2025 | HD | Home Depot, Inc. Stock | Purchase | $1,001–$15,000 | 335.83 $ | -2.4% · S&P 500 +29.7% until sale 11/19/2025 | joint account | 05/14/2025 | 23 days |
| 04/21/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 118.99 $ | +15.9% · S&P 500 +50.8% open | joint account | 05/14/2025 | 23 days |
| 04/17/2025 | UNP | Union Pacific Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 214.07 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | USPH | U.S. Physical Therapy, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 65.40 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | TWLO | Twilio Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 84.97 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | THR | Thermon Group Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 24.91 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | TEL | TE Connectivity plc Ordinary Shares Stock | Sale | $15,001–$50,000 | 126.92 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | SBUX | Starbucks Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 78.85 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | CRM | Salesforce, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 244.80 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | PAR | PAR Technology Corporation Common Stock Stock | Sale | $1,001–$15,000 | 56.42 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | HLMN | Hillman Solutions Corp. - Common Stock Stock | Sale | $1,001–$15,000 | 7.63 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | EPAC | Enerpac Tool Group Corp. Common Stock Stock | Sale | $1,001–$15,000 | 38.46 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | GLW | Corning Incorporated Common Stock Stock | Sale | $15,001–$50,000 | 40.76 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 30.21 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Sale | $1,001–$15,000 | 632.40 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | AEIS | Advanced Energy Industries, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 86.56 $ | – | joint account | 05/14/2025 | 27 days |
| 04/17/2025 | ABBV | AbbVie Inc. Common Stock Stock | Sale | $1,001–$15,000 | 166.35 $ | – | joint account | 05/14/2025 | 27 days |
| 04/16/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 229.81 $ | – | joint account | 05/14/2025 | 28 days |
| 04/14/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 102.29 $ | – | joint account | 05/14/2025 | 30 days |
| 04/14/2025 | BX | Blackstone Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 123.75 $ | – | joint account | 05/14/2025 | 30 days |
| 04/14/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Sale | $1,001–$15,000 | 236.07 $ | – | joint account | 05/14/2025 | 30 days |
| 04/11/2025 | SMNNY | SHIMANO INC UNSP/ADR Stock | Sale | $1,001–$15,000 | 12.00 $ | – | joint account | 05/14/2025 | 33 days |
| 04/09/2025 | UMBF | UMB Financial Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 92.67 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | UFPI | UFP Industries, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.31 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | DSGX | The Descartes Systems Group Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 102.77 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | TXN | Texas Instruments Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 162.65 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | TCEHY | TENCENT HLDGS UNSP/ADR Stock | Sale partial sale | $1,001–$15,000 | 55.73 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | TEL | TE Connectivity plc Ordinary Shares Stock | Sale | $1,001–$15,000 | 131.45 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $1,001–$15,000 | 156.80 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SSMXY | SYSMEX CORP UNSP/ASDR Stock | Sale partial sale | $1,001–$15,000 | 18.12 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SF | Stifel Financial Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 56.30 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | STRL | Sterling Infrastructure, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 134.53 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SBUX | Starbucks Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 85.80 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | STAG | Stag Industrial, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 30.53 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SPXC | SPX Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 135.27 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | – | Sony Group Corporation American | Sale partial sale | $1,001–$15,000 | – | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SLGN | Silgan Holdings Inc. Stock | Sale partial sale | $1,001–$15,000 | 47.54 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SHEL | Shell PLC American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 60.87 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SAP | SAP SE ADS Stock | Sale partial sale | $1,001–$15,000 | 252.89 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | RHHBY | ROCHE HOLDING LTD S/ADR Stock | Sale partial sale | $1,001–$15,000 | 35.96 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | RIO | Rio Tinto Plc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 52.82 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | RBC | RBC Bearings Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 333.39 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | PGR | Progressive Corporation Stock | Sale partial sale | $1,001–$15,000 | 253.53 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 137.94 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | PATK | Patrick Industries, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 79.86 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 114.17 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | NOC | Northrop Grumman Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 501.99 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | NSC | Norfolk Southern Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 216.65 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | NTDOY | Nintendo Co Ltd ADR Stock | Sale partial sale | $1,001–$15,000 | 16.03 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 94.55 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | NSRGY | NESTLE S.A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 93.71 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 583.41 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | MCK | McKesson Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 668.38 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | MA | Mastercard Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 511.55 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | MFC | Manulife Financial Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 27.76 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | MGY | Magnolia Oil & Gas Corporation Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 21.41 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.59 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | LOW | Lowe's Companies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 216.41 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | LRLCY | L'Oreal Co. American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 76.30 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale partial sale | $1,001–$15,000 | 146.03 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 522.95 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | INTA | Intapp, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 57.03 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | INSM | Insmed Incorporated - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 67.55 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | IDA | IDACORP, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 110.27 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | HLI | Houlihan Lokey, Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 152.99 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | HMN | Horace Mann Educators Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 38.74 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | HDB | HDFC Bank Limited Common Stock Stock | Sale partial sale | $1,001–$15,000 | 30.90 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | HLN | Haleon plc American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 9.36 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | GMED | Globus Medical, Inc. Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 74.28 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | FMX | Fomento Economico Mexicano S.A.B. de C.V. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 87.63 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | FIS | Fidelity National Information Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 69.00 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | FAST | Fastenal Company - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 37.05 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 746.88 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | DASH | DoorDash, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 188.58 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | D | Dominion Energy, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 49.44 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | DBSDY | DBS GROUP HLDGS LTD S/ADR Stock | Sale partial sale | $1,001–$15,000 | 102.80 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | DASTY | DASSAULT SYSTEMES SA ADR Stock | Sale partial sale | $1,001–$15,000 | 34.39 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CCI | Crown Castle Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 90.19 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | GLW | Corning Incorporated Common Stock Stock | Sale | $1,001–$15,000 | 42.47 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | KO | Coca-Cola Company Stock | Sale partial sale | $1,001–$15,000 | 67.54 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CSCO | Cisco Systems, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 56.61 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CINF | Cincinnati Financial Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 130.89 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CHGCY | CHUGAI PHARM UNSP/ADR Stock | Sale partial sale | $1,001–$15,000 | 20.37 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CVX | Chevron Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 138.47 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | SKY | Champion Homes, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 86.54 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CENTA | Central Garden & Pet Company - Class A Common Stock Nonvoting Stock | Sale partial sale | $1,001–$15,000 | 31.63 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CBZ | CBIZ, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 76.12 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | CATY | Cathay General Bancorp - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 38.75 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | BLK | BlackRock, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 874.04 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | BHP | BHP Group Limited American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 42.57 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | – | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | BCPC | Balchem Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 158.66 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | ATLKY | ATLAS COPCO AB A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 14.86 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | ABG | Asbury Automotive Group Inc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 233.21 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 197.80 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | APPF | AppFolio, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 228.54 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | ABCB | Ameris Bancorp - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 54.18 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale partial sale | $1,001–$15,000 | 160.41 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | ALIZY | ALLIANZ SE UNSP/ADR Stock | Sale partial sale | $1,001–$15,000 | 33.92 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 261.52 $ | – | joint account | 05/14/2025 | 35 days |
| 04/09/2025 | ADC | Agree Realty Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 68.94 $ | – | joint account | 05/14/2025 | 35 days |
| 04/07/2025 | SCHW | Charles Schwab Corporation Stock | Purchase | $1,001–$15,000 | 68.94 $ | +55.6% · S&P 500 +53.7% open | joint account | 05/14/2025 | 37 days |
| 04/07/2025 | CHX | ChampionX Corporation Stock | Sale | $1,001–$15,000 | 23.23 $ | – | joint account | 05/14/2025 | 37 days |
| 04/05/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 123.97 $ Price from 04/04/2025 | +33.1% · S&P 500 +53.4% open | joint account | 05/14/2025 | 39 days |
| 04/04/2025 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $50,001–$100,000 | – | – | joint account | 05/14/2025 | 40 days |
| 04/04/2025 | FI | Fiserv, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 198.60 $ | -4.4% · S&P 500 +16.3% until sale 05/14/2025 | joint account | 05/14/2025 | 40 days |
| 04/04/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $1,001–$15,000 | 113.58 $ | +9.4% · S&P 500 +51.8% until sale 06/01/2026 | joint account | 05/14/2025 | 40 days |
| 04/03/2025 | ITCI | Intra-Cellular Therapies Inc. Stock | Sale | $1,001–$15,000 | 131.87 $ Price from 04/01/2025 | – | joint account | 05/14/2025 | 41 days |
| 04/03/2025 | ABBV | AbbVie Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 192.12 $ | -13.4% · S&P 500 -1.9% until sale 04/17/2025 | joint account | 05/14/2025 | 41 days |
| 04/01/2025 | BLK | BlackRock, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 919.83 $ | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | – | – | joint account | 05/14/2025 | 43 days |
| 04/01/2025 | ABBV | AbbVie Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 196.53 $ | -15.4% · S&P 500 -6.2% until sale 04/17/2025 | joint account | 05/14/2025 | 43 days |
| 03/24/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 340.60 $ | +8.6% · S&P 500 +34.7% open | joint account | 04/10/2025 | 17 days |
| 03/24/2025 | SPOT | Spotify Technology S.A. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 604.71 $ | – | joint account | 04/10/2025 | 17 days |
| 03/19/2025 | TPH | Tri Pointe Homes, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 31.79 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 235.86 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | TTNDY | TECHTRONIC INDUS LTD ADR Stock | Sale | $1,001–$15,000 | 60.38 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | TNDM | Tandem Diabetes Care, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 20.62 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | SNOW | Snowflake Inc. Class A Common Stock Stock | Sale | $1,001–$15,000 | 155.96 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | SHOP | Shopify Inc. - Class A Subordinate Voting Shares Stock | Sale partial sale | $1,001–$15,000 | 101.54 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | NOW | ServiceNow, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 168.82 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | TLK | PT Telekomunikasi Indonesia, Tbk Stock | Sale | $1,001–$15,000 | 12.69 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | PPBI | Pacific Premier Bancorp Inc - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 21.32 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | HD | Home Depot, Inc. Stock | Sale | $1,001–$15,000 | 342.14 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | FLYW | Flywire Corporation - Voting Common Stock Stock | Sale | $1,001–$15,000 | 10.29 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | DAVA | Endava plc American Depositary Shares Stock | Sale | $1,001–$15,000 | 22.02 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | DSCSY | DISCO CORP UNSP /ADR Stock | Sale | $1,001–$15,000 | 21.12 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | DEO | Diageo plc Common Stock Stock | Sale partial sale | $1,001–$15,000 | 102.69 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 128.47 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | CRNX | Crinetics Pharmaceuticals, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 34.67 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | CHRD | Chord Energy Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 104.66 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 193.09 $ | – | joint account | 04/10/2025 | 22 days |
| 03/19/2025 | AZTA | Azenta, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 36.78 $ | – | joint account | 04/10/2025 | 22 days |
| 03/17/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 86.29 $ | +23.8% · S&P 500 +36.8% open | joint account | 04/10/2025 | 24 days |
| 03/17/2025 | ITCI | Intra-Cellular Therapies Inc. Stock | Sale partial sale | $1,001–$15,000 | 131.45 $ | – | joint account | 04/10/2025 | 24 days |
| 03/14/2025 | IFNNY | Infineon Technologies AG | Sale partial sale | $1,001–$15,000 | 37.65 $ | – | joint account | 04/10/2025 | 27 days |
| 03/13/2025 | IFNNY | Infineon Technologies AG Stock | Sale | $1,001–$15,000 | 36.49 $ | – | joint account | 04/10/2025 | 28 days |
| 03/13/2025 | DASH | DoorDash, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 178.29 $ | +13.3% · S&P 500 +41.0% open | joint account | 04/10/2025 | 28 days |
| 03/13/2025 | BBVA | Banco Bilbao Vizcaya Argentaria S.A. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 12.64 $ | – | joint account | 04/10/2025 | 28 days |
| 03/13/2025 | APP | Applovin Corporation - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 272.00 $ | -13.2% · S&P 500 -1.9% until sale 04/14/2025 | joint account | 04/10/2025 | 28 days |
| 03/12/2025 | ASML | ASML Holding N.V. - New York Registry Shares Stock | Purchase | $1,001–$15,000 | 694.85 $ | -9.0% · S&P 500 -5.5% until sale 04/17/2025 | joint account | 04/10/2025 | 29 days |
| 03/11/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 86.27 $ | +23.8% · S&P 500 +39.5% open | joint account | 04/10/2025 | 30 days |
| 03/10/2025 | IBM | International Business Machines Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 248.84 $ | -12.0% · S&P 500 +36.2% until sale 07/16/2026 | joint account | 04/10/2025 | 31 days |
| 03/10/2025 | FI | Fiserv, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 214.62 $ | -11.5% · S&P 500 +5.1% until sale 05/14/2025 | joint account | 04/10/2025 | 31 days |
| 03/10/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 822.25 $ | – | joint account | 04/10/2025 | 31 days |
| 03/07/2025 | JNJ | Johnson & Johnson Common Stock Stock | Sale partial sale | $1,001–$15,000 | 161.23 $ | – | joint account | 04/10/2025 | 34 days |
| 03/07/2025 | GILD | Gilead Sciences, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 112.83 $ | -15.6% · S&P 500 +2.3% until sale 05/14/2025 | joint account | 04/10/2025 | 34 days |
| 03/07/2025 | APD | Air Products and Chemicals, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 304.38 $ | – | joint account | 04/10/2025 | 34 days |
| 03/06/2025 | MA | Mastercard Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 544.81 $ | – | joint account | 04/10/2025 | 35 days |
| 03/06/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 234.09 $ | – | joint account | 04/10/2025 | 35 days |
| 03/06/2025 | ABT | Abbott Laboratories Common Stock Stock | Sale partial sale | $1,001–$15,000 | 130.83 $ | – | joint account | 04/10/2025 | 35 days |
| 03/05/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 349.33 $ | +5.9% · S&P 500 +33.0% open | joint account | 04/10/2025 | 36 days |
| 03/05/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Purchase | $1,001–$15,000 | 653.24 $ | -0.8% · S&P 500 +33.3% open | joint account | 04/10/2025 | 36 days |
| 03/05/2025 | BKNG | Booking Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 194.31 $ | -13.1% · S&P 500 +32.0% until sale 06/01/2026 | joint account | 04/10/2025 | 36 days |
| 03/05/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 234.50 $ | – | joint account | 04/10/2025 | 36 days |
| 03/04/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $1,001–$15,000 | 177.24 $ | – | joint account | 04/10/2025 | 37 days |
| 03/04/2025 | BKNG | Booking Holdings Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 193.56 $ | -12.8% · S&P 500 +33.4% until sale 06/01/2026 | joint account | 04/10/2025 | 37 days |
| 03/03/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 358.38 $ | +3.2% · S&P 500 +32.9% open | joint account | 04/10/2025 | 38 days |
| 03/03/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 69.15 $ | – | joint account | 04/10/2025 | 38 days |
| 02/28/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 359.26 $ | +3.0% · S&P 500 +30.5% open | joint account | 03/06/2025 | 6 days |
| 02/28/2025 | GS | Goldman Sachs Group, Inc. Stock | Sale partial sale | $1,001–$15,000 | 606.98 $ | – | joint account | 03/06/2025 | 6 days |
| 02/27/2025 | FNA | Paragon 28, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 12.99 $ | – | joint account | 03/06/2025 | 7 days |
| 02/27/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 131.12 $ | – | joint account | 03/06/2025 | 7 days |
| 02/27/2025 | XYZ | Block, Inc. Class A Common Stock, Stock | Sale | $1,001–$15,000 | 64.28 $ | – | joint account | 03/06/2025 | 7 days |
| 02/27/2025 | BX | Blackstone Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 149.29 $ | – | joint account | 03/06/2025 | 7 days |
| 02/26/2025 | KKR | KKR & Co. Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 131.60 $ | – | joint account | 03/06/2025 | 8 days |
| 02/26/2025 | FI | Fiserv, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 229.71 $ | -17.3% · S&P 500 -0.9% until sale 05/14/2025 | joint account | 03/06/2025 | 8 days |
| 02/26/2025 | BX | Blackstone Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 151.25 $ | – | joint account | 03/06/2025 | 8 days |
| 02/25/2025 | VRT | Vertiv Holdings, LLC Class A Common Stock Stock | Sale | $1,001–$15,000 | 91.73 $ | – | joint account | 03/06/2025 | 9 days |
| 02/24/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 400.06 $ | – | joint account | 03/06/2025 | 10 days |
| 02/24/2025 | HD | Home Depot, Inc. Stock | Sale partial sale | $1,001–$15,000 | 367.88 $ | – | joint account | 03/06/2025 | 10 days |
| 02/24/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 245.80 $ | – | joint account | 03/06/2025 | 10 days |
| 02/21/2025 | SPOT | Spotify Technology S.A. Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 607.38 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | SNOW | Snowflake Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 177.89 $ | -12.3% · S&P 500 -5.5% until sale 03/19/2025 | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | PAYX | Paychex, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 140.17 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | NTDOY | Nintendo Co Ltd ADR Stock | Sale partial sale | $1,001–$15,000 | 17.40 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 404.23 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | IFNNY | Infineon Technologies AG Stock | Sale partial sale | $1,001–$15,000 | 39.58 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | FI | Fiserv, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 232.34 $ | -18.3% · S&P 500 -1.8% until sale 05/14/2025 | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | DASTY | DASSAULT SYSTEMES SA ADR Stock | Sale partial sale | $1,001–$15,000 | 40.66 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | CSCO | Cisco Systems, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 61.89 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | SCHW | Charles Schwab Corporation Stock | Sale partial sale | $1,001–$15,000 | 79.18 $ | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Sale partial sale | $1,001–$15,000 | – | – | joint account | 03/06/2025 | 13 days |
| 02/21/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 244.26 $ | – | joint account | 03/06/2025 | 13 days |
| 02/19/2025 | ICFI | ICF International, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 100.72 $ | – | joint account | 03/06/2025 | 15 days |
| 02/19/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 859.20 $ | – | joint account | 03/06/2025 | 15 days |
| 02/14/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 355.84 $ | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,000,001–$5,000,000 | 403.64 $ | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $1,000,001–$5,000,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $250,001–$500,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $500,001–$1,000,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $500,001–$1,000,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/14/2025 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 03/06/2025 | 20 days |
| 02/13/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 352.25 $ | +5.0% · S&P 500 +27.2% open | joint account | 03/06/2025 | 21 days |
| 02/13/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 355.94 $ | – | joint account | 03/06/2025 | 21 days |
| 02/13/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 75.93 $ | – | joint account | 03/06/2025 | 21 days |
| 02/13/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 127.45 $ | – | joint account | 03/06/2025 | 21 days |
| 02/13/2025 | ABT | Abbott Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | 127.65 $ | -20.1% · S&P 500 +27.5% open | joint account | 03/06/2025 | 21 days |
| 02/12/2025 | SHOP | Shopify Inc. Class A Subordinate Voting Shares Stock | Purchase | $1,001–$15,000 | 120.49 $ | +6.9% · S&P 500 +28.8% open | joint account | 03/06/2025 | 22 days |
| 02/12/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $1,001–$15,000 | 115.32 $ | +7.7% · S&P 500 +27.5% until sale 06/01/2026 | joint account | 03/06/2025 | 22 days |
| 02/10/2025 | XNGSY | EEN ENERGY HLDGS UNSP/ADR Stock | Sale partial sale | $1,001–$15,000 | 24.47 $ | – | joint account | 03/06/2025 | 24 days |
| 02/10/2025 | DSCSY | DISCO CORP UNSP /ADR Stock | Purchase | $1,001–$15,000 | 28.74 $ | -26.5% · S&P 500 -6.2% until sale 03/19/2025 | joint account | 03/06/2025 | 24 days |
| 02/07/2025 | XNGSY | EEN ENERGY HLDGS UNSP/ADR Stock | Sale partial sale | $1,001–$15,000 | 24.02 $ | – | joint account | 03/06/2025 | 27 days |
| 02/07/2025 | DSCSY | DISCO CORP UNSP /ADR Stock | Purchase | $1,001–$15,000 | 28.53 $ | -26.0% · S&P 500 -5.6% until sale 03/19/2025 | joint account | 03/06/2025 | 27 days |
| 02/07/2025 | ABEV | Ambev S.A. American Depositary Shares Stock | Sale | $1,001–$15,000 | 1.69 $ | – | joint account | 03/06/2025 | 27 days |
| 02/06/2025 | TWLO | Twilio Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 147.43 $ | -42.4% · S&P 500 -12.9% until sale 04/17/2025 | joint account | 03/06/2025 | 28 days |
| 02/06/2025 | PYPL | PayPal Holdings, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 77.90 $ | – | joint account | 03/06/2025 | 28 days |
| 02/06/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 228.43 $ | +58.5% · S&P 500 +28.2% open | joint account | 03/06/2025 | 28 days |
| 02/06/2025 | ABEV | Ambev S.A. American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 1.69 $ | – | joint account | 03/06/2025 | 28 days |
| 02/05/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 378.17 $ | -3.4% · S&P 500 +28.7% open | joint account | 03/06/2025 | 29 days |
| 02/04/2025 | TDG | Transdigm Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,217.47 $ | – | joint account | 03/06/2025 | 30 days |
| 02/03/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 98.21 $ | +8.8% · S&P 500 +29.8% open | joint account | 03/06/2025 | 31 days |
| 02/03/2025 | UNP | Union Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 234.90 $ | -8.1% · S&P 500 0.0% until sale 06/04/2025 | joint account | 03/06/2025 | 31 days |
| 02/03/2025 | – | Starbucks Corporation - Common | Purchase | $1,001–$15,000 | – | – | joint account | 03/06/2025 | 31 days |
| 02/03/2025 | SHOP | Shopify Inc. Class A Subordinate Voting Shares Stock | Purchase | $1,001–$15,000 | 114.39 $ | +12.6% · S&P 500 +30.0% open | joint account | 03/06/2025 | 31 days |
| 02/03/2025 | XYZ | Block, Inc. Class A Common Stock, Stock | Purchase | $1,001–$15,000 | 90.20 $ | -28.7% · S&P 500 -2.1% until sale 02/27/2025 | joint account | 03/06/2025 | 31 days |
| 02/03/2025 | AAPL | Apple Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 226.56 $ | – | joint account | 03/06/2025 | 31 days |
| 01/31/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 337.98 $ | +9.4% · S&P 500 +28.9% open | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | TWLO | Twilio Inc. Class A Common Stock Stock | Purchase | $1,001–$15,000 | 146.58 $ | -42.0% · S&P 500 -12.3% until sale 04/17/2025 | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 404.60 $ | -9.7% · S&P 500 +29.2% open | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 410.19 $ | – | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | MA | Mastercard Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 550.37 $ | +2.8% · S&P 500 +28.9% open | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | ICFI | ICF International, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 115.48 $ | – | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 115.23 $ | – | joint account | 02/10/2025 | 10 days |
| 01/31/2025 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Purchase | $1,001–$15,000 | 96.33 $ | +29.0% · S&P 500 +27.9% until sale 06/01/2026 | joint account | 02/10/2025 | 10 days |
| 01/30/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 339.22 $ | +9.0% · S&P 500 +28.2% open | joint account | 02/10/2025 | 11 days |
| 01/30/2025 | TT | Trane Technologies plc Stock | Sale partial sale | $1,001–$15,000 | 361.15 $ | – | joint account | 02/10/2025 | 11 days |
| 01/30/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 400.28 $ | -8.7% · S&P 500 +28.5% open | joint account | 02/10/2025 | 11 days |
| 01/30/2025 | MA | Mastercard Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 560.86 $ | +0.9% · S&P 500 +28.2% open | joint account | 02/10/2025 | 11 days |
| 01/30/2025 | GLW | Corning Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 48.80 $ | -13.0% · S&P 500 -9.1% until sale 04/09/2025 | joint account | 02/10/2025 | 11 days |
| 01/30/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 150.09 $ | +9.9% · S&P 500 +28.5% open | joint account | 02/10/2025 | 11 days |
| 01/29/2025 | UNP | Union Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 241.21 $ | -10.5% · S&P 500 -0.7% until sale 06/04/2025 | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 66.75 $ | – | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | CRM | Salesforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 349.92 $ | -30.0% · S&P 500 -12.3% until sale 04/17/2025 | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 297.36 $ | – | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 123.52 $ | – | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 572.71 $ | – | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 311.74 $ | – | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 203.73 $ | – | joint account | 02/10/2025 | 12 days |
| 01/29/2025 | ABT | Abbott Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | 123.84 $ | -17.7% · S&P 500 +29.2% open | joint account | 02/10/2025 | 12 days |
| 01/28/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 330.74 $ | +11.8% · S&P 500 +28.3% open | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 398.09 $ | -8.2% · S&P 500 +28.6% open | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. Stock | Sale partial sale | $1,001–$15,000 | 199.29 $ | – | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 161.23 $ | – | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 128.80 $ | – | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | AVGO | Broadcom Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 204.73 $ | – | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | ANET | Arista Networks, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 106.54 $ | – | joint account | 02/10/2025 | 13 days |
| 01/28/2025 | ABT | Abbott Laboratories Common Stock Stock | Purchase | $1,001–$15,000 | 123.38 $ | -17.4% · S&P 500 +28.6% open | joint account | 02/10/2025 | 13 days |
| 01/27/2025 | MRK | Merck & Company, Inc. Common Stock Stock | Sale | $15,001–$50,000 | 93.03 $ | – | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | MELI | MercadoLibre, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,846.00 $ | – | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | GBOOY | Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR Stock | Purchase | $1,001–$15,000 | 31.30 $ | +88.2% · S&P 500 +29.7% open | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | FICO | Fair Isaac Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,842.64 $ | – | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | GLW | Corning Incorporated Common Stock Stock | Purchase | $1,001–$15,000 | 48.35 $ | -12.2% · S&P 500 -8.2% until sale 04/09/2025 | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | CLPBY | COLOPLAST AS SP/ADR Stock | Purchase | $1,001–$15,000 | 11.02 $ | -16.9% · S&P 500 -1.7% until sale 05/14/2025 | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 39.06 $ | -22.7% · S&P 500 -11.9% until sale 04/17/2025 | joint account | 02/10/2025 | 14 days |
| 01/27/2025 | ABEV | Ambev S.A. American Depositary Shares Stock | Purchase | $1,001–$15,000 | 1.68 $ | +0.5% · S&P 500 +0.2% until sale 02/07/2025 | joint account | 02/10/2025 | 14 days |
| 01/24/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 326.51 $ | +13.3% · S&P 500 +27.6% open | joint account | 02/10/2025 | 17 days |
| 01/24/2025 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 670.25 $ | – | joint account | 02/10/2025 | 17 days |
| 01/24/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 140.88 $ | +88.5% · S&P 500 +27.9% open | joint account | 02/10/2025 | 17 days |
| 01/24/2025 | ITCI | Intra-Cellular Therapies Inc. Stock | Sale partial sale | $1,001–$15,000 | 127.35 $ | – | joint account | 02/10/2025 | 17 days |
| 01/23/2025 | V | Visa Inc. Stock | Purchase | $1,001–$15,000 | 324.54 $ | +14.0% · S&P 500 +27.2% open | joint account | 02/10/2025 | 18 days |
| 01/23/2025 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 68.30 $ | – | joint account | 02/10/2025 | 18 days |
| 01/23/2025 | TT | Trane Technologies plc Stock | Sale partial sale | $1,001–$15,000 | 394.64 $ | – | joint account | 02/10/2025 | 18 days |
| 01/23/2025 | TEL | TE Connectivity plc Ordinary Shares Stock | Purchase | $1,001–$15,000 | 153.51 $ | -14.4% · S&P 500 -9.8% until sale 04/09/2025 | joint account | 02/10/2025 | 18 days |
| 01/23/2025 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 362.87 $ | – | joint account | 02/10/2025 | 18 days |
| 01/22/2025 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 91.98 $ | +16.1% · S&P 500 +27.9% open | joint account | 02/10/2025 | 19 days |
| 01/22/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 181.11 $ | – | joint account | 02/10/2025 | 19 days |
| 01/22/2025 | NFLX | Netflix, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 95.40 $ | – | joint account | 02/10/2025 | 19 days |
| 01/21/2025 | PWR | Quanta Services, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 357.47 $ | – | joint account | 02/10/2025 | 20 days |
| 01/21/2025 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 169.65 $ | – | joint account | 02/10/2025 | 20 days |
| 01/21/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 423.48 $ | – | joint account | 02/10/2025 | 20 days |
| 01/21/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 142.16 $ | +86.8% · S&P 500 +28.9% open | joint account | 02/10/2025 | 20 days |
| 01/21/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 604.12 $ | – | joint account | 02/10/2025 | 20 days |
| 01/21/2025 | KO | Coca-Cola Company Stock | Purchase | $1,001–$15,000 | 59.83 $ | +47.6% · S&P 500 +28.9% open | joint account | 02/10/2025 | 20 days |
| 01/21/2025 | MMM | 3M Company Common Stock Stock | Purchase | $1,001–$15,000 | 142.79 $ | +15.5% · S&P 500 +28.9% open | joint account | 02/10/2025 | 20 days |
| 01/17/2025 | PAR | PAR Technology Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 73.20 $ | -22.9% · S&P 500 -11.6% until sale 04/17/2025 | joint account | 02/10/2025 | 24 days |
| 01/17/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 137.50 $ | – | joint account | 02/10/2025 | 24 days |
| 01/17/2025 | INTA | Intapp, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 67.48 $ | – | joint account | 02/10/2025 | 24 days |
| 01/16/2025 | UNICY | UNICHARM CORP S/ADR Stock | Purchase | $1,001–$15,000 | 3.75 $ | -17.9% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | TDG | Transdigm Group Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,230.84 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | SHEL | Shell PLC American Depositary Shares Stock | Purchase | $1,001–$15,000 | 62.63 $ | +54.5% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | TLK | PT Telekomunikasi Indonesia, Tbk Stock | Purchase | $1,001–$15,000 | 13.87 $ | -8.5% · S&P 500 -4.1% until sale 03/19/2025 | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | PANW | Palo Alto Networks, Inc. Stock | Sale partial sale | $1,001–$15,000 | 177.17 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 133.37 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | NSRGY | NESTLE S.A S/ADR Stock | Purchase | $1,001–$15,000 | 75.74 $ | +25.3% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | MSFT | Microsoft Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 419.60 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | META | Meta Platforms, Inc. - Class A Common Stock Stock | Sale partial sale | $1,001–$15,000 | 608.29 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | MA | Mastercard Incorporated Common Stock Stock | Sale partial sale | $1,001–$15,000 | 518.38 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 141.80 $ | +87.3% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | GMAB | Genmab A/S - American Depositary Shares Stock | Purchase | $1,001–$15,000 | 21.22 $ | +53.0% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | D | Dominion Energy, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 51.49 $ | +25.0% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | DHI | D.R. Horton, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 144.03 $ | -10.8% · S&P 500 -4.1% until sale 03/19/2025 | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | KO | Coca-Cola Company Stock | Purchase | $1,001–$15,000 | 59.67 $ | +48.0% · S&P 500 +31.4% open | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | BRK.B | Berkshire Hathaway Inc. New Common Stock Stock | Purchase | $1,001–$15,000 | – | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | GOOG | Alphabet Inc. - Class C Capital Stock Stock | Sale partial sale | $1,001–$15,000 | 193.40 $ | – | joint account | 02/10/2025 | 25 days |
| 01/16/2025 | – | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001–$15,000 | – | – | joint account | 02/10/2025 | 25 days |
| 01/10/2025 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 547.47 $ | – | joint account | 02/10/2025 | 31 days |
| 01/08/2025 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 778.75 $ | – | joint account | 02/10/2025 | 33 days |
| 12/30/2024 | GS | Goldman Sachs Group, Inc. Stock | Purchase | $1,001–$15,000 | 556.68 $ | +61.6% · S&P 500 +17.3% until sale 04/09/2026 | joint account | 01/14/2025 | 15 days |
| 12/30/2024 | SQ | Block, Inc. Class A Common Stock, Stock | Purchase | $1,001–$15,000 | 87.48 $ | +2.3% · S&P 500 +2.5% as of 01/21/2025 | joint account | 01/14/2025 | 15 days |
| 12/27/2024 | GBOOY | Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR Stock | Sale | $1,001–$15,000 | 28.61 $ | – | joint account | 01/14/2025 | 18 days |
| 12/27/2024 | CLPBY | COLOPLAST AS SP/ADR Stock | Sale | $1,001–$15,000 | 10.55 $ | – | joint account | 01/14/2025 | 18 days |
| 12/27/2024 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Sale | $1,001–$15,000 | 31.42 $ | – | joint account | 01/14/2025 | 18 days |
| 12/27/2024 | ABEV | Ambev S.A. American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 1.71 $ | – | joint account | 01/14/2025 | 18 days |
| 12/23/2024 | TT | Trane Technologies plc Stock | Sale partial sale | $1,001–$15,000 | 372.16 $ | – | joint account | 01/14/2025 | 22 days |
| 12/23/2024 | ISRG | Intuitive Surgical, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 527.22 $ | – | joint account | 01/14/2025 | 22 days |
| 12/20/2024 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 91.00 $ | +17.4% · S&P 500 +31.2% open | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Purchase | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/20/2024 | MSFT | Microsoft Corporation - Common Stock Option | Sale | $1,000,001–$5,000,000 | – | – | joint account | 01/14/2025 | 25 days |
| 12/19/2024 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 92.15 $ | +15.9% · S&P 500 +32.8% open | joint account | 01/14/2025 | 26 days |
| 12/19/2024 | NVDA | NVIDIA Corporation - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 130.49 $ | – | joint account | 01/14/2025 | 26 days |
| 12/19/2024 | AAPL | Apple Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 248.20 $ | +33.9% · S&P 500 +33.1% open | joint account | 01/14/2025 | 26 days |
| 12/18/2024 | WMT | Walmart Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 92.30 $ | +15.7% · S&P 500 +32.7% open | joint account | 01/14/2025 | 27 days |
| 12/18/2024 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 61.23 $ | – | joint account | 01/14/2025 | 27 days |
| 12/18/2024 | ORCL | Oracle Corporation Common Stock Stock | Sale partial sale | $1,001–$15,000 | 162.19 $ | – | joint account | 01/14/2025 | 27 days |
| 12/18/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 756.48 $ | – | joint account | 01/14/2025 | 27 days |
| 12/16/2024 | UNICY | UNICHARM CORP S/ADR Stock | Sale | $1,001–$15,000 | 4.01 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | SHEL | Shell PLC American Depositary Shares Stock | Sale partial sale | $1,001–$15,000 | 58.58 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | TLK | PT Telekomunikasi Indonesia, Tbk Stock | Sale | $1,001–$15,000 | 14.14 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | NSRGY | NESTLE S.A S/ADR Stock | Sale partial sale | $1,001–$15,000 | 77.00 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | GMAB | Genmab A/S - American Depositary Shares Stock | Sale | $1,001–$15,000 | 20.02 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 770.62 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | D | Dominion Energy, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 50.06 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | DHI | D.R. Horton, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 145.02 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | KO | Coca-Cola Company Stock | Sale | $1,001–$15,000 | 59.96 $ | – | joint account | 01/14/2025 | 29 days |
| 12/16/2024 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share Stock | Sale | $1,001–$15,000 | 83.87 $ | – | joint account | 01/14/2025 | 29 days |
| 12/13/2024 | UNP | Union Pacific Corporation Common Stock Stock | Purchase | $1,001–$15,000 | 227.13 $ | -4.9% · S&P 500 -0.7% until sale 06/04/2025 | joint account | 01/14/2025 | 32 days |
| 12/13/2024 | CRM | Salesforce, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 349.83 $ | -30.0% · S&P 500 -12.3% until sale 04/17/2025 | joint account | 01/14/2025 | 32 days |
| 12/13/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 780.63 $ | – | joint account | 01/14/2025 | 32 days |
| 12/12/2024 | GWW | W.W. Grainger, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 1,134.37 $ | – | joint account | 01/14/2025 | 33 days |
| 12/12/2024 | JNJ | Johnson & Johnson Common Stock Stock | Purchase | $1,001–$15,000 | 140.33 $ | +89.3% · S&P 500 +29.1% open | joint account | 01/14/2025 | 33 days |
| 12/12/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 773.93 $ | – | joint account | 01/14/2025 | 33 days |
| 12/11/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 787.46 $ | – | joint account | 01/14/2025 | 34 days |
| 12/11/2024 | ETN | Eaton Corporation, PLC Ordinary Shares Stock | Sale partial sale | $1,001–$15,000 | 355.24 $ | – | joint account | 01/14/2025 | 34 days |
| 12/10/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 790.98 $ | – | joint account | 01/14/2025 | 35 days |
| 12/09/2024 | UBER | Uber Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 65.74 $ | – | joint account | 01/14/2025 | 36 days |
| 12/09/2024 | SNPS | Synopsys, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 508.49 $ | – | joint account | 01/14/2025 | 36 days |
| 12/09/2024 | LLY | Eli Lilly and Company Common Stock Stock | Sale partial sale | $1,001–$15,000 | 794.93 $ | – | joint account | 01/14/2025 | 36 days |
| 12/06/2024 | THR | Thermon Group Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 31.97 $ | -22.1% · S&P 500 -12.8% until sale 04/17/2025 | joint account | 01/14/2025 | 39 days |
| 12/06/2024 | TXRH | Texas Roadhouse, Inc. - Common Stock Stock | Sale partial sale | $1,001–$15,000 | 191.27 $ | – | joint account | 01/14/2025 | 39 days |
| 12/06/2024 | SPXC | SPX Technologies, Inc. Common Stock Stock | Sale partial sale | $1,001–$15,000 | 159.43 $ | – | joint account | 01/14/2025 | 39 days |
| 12/06/2024 | PGNY | Progyny, Inc. - Common Stock Stock | Sale | $1,001–$15,000 | 14.76 $ | – | joint account | 01/14/2025 | 39 days |
| 12/06/2024 | PRIM | Primoris Services Corporation Stock | Sale partial sale | $1,001–$15,000 | 82.15 $ | – | joint account | 01/14/2025 | 39 days |
| 12/06/2024 | GBCI | Glacier Bancorp, Inc. Stock | Sale partial sale | $1,001–$15,000 | 54.37 $ | – | joint account | 01/14/2025 | 39 days |
| 12/06/2024 | CDRE | Cadre Holdings, Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 34.83 $ | -9.8% · S&P 500 -1.8% until sale 12/27/2024 | joint account | 01/14/2025 | 39 days |
| 12/05/2024 | TT | Trane Technologies plc Stock | Sale partial sale | $1,001–$15,000 | 408.37 $ | – | joint account | 01/14/2025 | 40 days |
| 12/03/2024 | TSLA | Tesla, Inc. - Common Stock Stock | Purchase | $1,001–$15,000 | 351.42 $ | +4.0% · S&P 500 +29.2% open | joint account | 01/14/2025 | 42 days |
| 03/18/2024 | ICE | Intercontinental Exchange Inc. Common Stock Stock | Purchase | $1,001–$15,000 | 130.79 $ | +16.1% · S&P 500 +31.2% until sale 10/16/2025 | joint account | 04/10/2025 | 388 days |
The codes in the “Security” column come from the filing form. Where a code is unambiguous the page spells it out; otherwise the original code stays as it is.
About Josh Gottheimer
Josh Gottheimer, born in 1975, has represented New Jersey's 5th Congressional District in the U.S. House of Representatives since January 2017 as a Democrat. Before entering politics, he worked as a White House speechwriter under President Bill Clinton, held roles at Microsoft and Ford Motor Company, and studied at the University of Pennsylvania and Harvard Law School. As co-founder and co-chair of the bipartisan Problem Solvers Caucus, Gottheimer has long been one of the more closely watched traders on Capitol Hill. Under the STOCK Act, members of Congress must disclose stock trades, including those made by spouses and dependent children, within 45 days. This page tracks Gottheimer's reported trades sourced from the official U.S. Congress disclosures: the security, whether it was bought or sold, the legally required dollar range, and the trade and filing dates. The table updates automatically whenever new filings are released. Keep in mind: amounts are disclosed only as ranges, a trade does not have to involve Gottheimer personally, and a single filing is not evidence of insider knowledge.
Frequently Asked Questions
The table above lists the securities that Gottheimer, his spouse, or dependent children have most recently bought or sold according to mandatory disclosures, along with the amount range, trade date, and filing date.
The information comes from official U.S. Congress disclosures required under the STOCK Act, which members of the House of Representatives are legally obligated to file.
The table updates automatically as soon as new mandatory disclosures are published. Because members of Congress have up to 45 days to file, there can be a noticeable lag between a trade and its disclosure.
No. A disclosed trade only shows that a transaction took place, not why. It may be based on publicly available information, handled by an asset manager, or belong to a family member listed in the filing's owner field.
Source
Official disclosure filings of the US Congress under the STOCK Act — the mandatory reports House members and senators file on their own securities transactions and those of their spouses and dependent children. Due within 30 days of learning about the transaction and no later than 45 days after the trade; amounts only as a statutory range.
These pages reproduce filed transactions. They are not investment advice, not a recommendation to buy, and not an accusation against the people named.